Keep the Founder’s Entrepreneurial Spirit Alive in Future Generations Keep the Founder’s Entrepreneurial Spirit Alive in Future Generations By David WerdigerSuccession PlanningNo Comments 12 min read Most significant wealth is created through entrepreneurship, and in many countries family ...Read More 30 October, 2023
Succession of a Family Business By David WerdigerSuccession PlanningNo Comments 2 min read Family and business makes for a complex mix, essentially because of conflict of interest. ...Read More 24 August, 2023
Upside Down Succession By David WerdigerSuccession PlanningNo Comments 2 min read The headlines are everywhere – a high percentage of family businesses have no formal...Read More 17 November, 2022
Sudden Wealth By David WerdigerWealth TransitionNo Comments 2 min read Sudden change of any type is risky. When someone’s personal wealth circumstances cha...Read More 30 June, 2022
The Non-Family CEO By David WerdigerSuccession PlanningNo Comments 2 min read As a family enterprise matures, and often in the context of succession planning (or ageing...Read More 22 March, 2022
Pandemic Succession Planning By David WerdigerSuccession PlanningNo Comments 2 min read Abraham Lincoln famously said: “Don’t swap horses in the middle of the stream&...Read More 12 September, 2020
What Family Advice Do You Need? By David WerdigerFamily OfficeNo Comments 3 min read When it comes to advisors, I have two simple rules: Family advisors need additional skills...Read More 22 May, 2020
Three Family Lessons from Megxit Three Family Lessons from Megxit By David WerdigerFamily Conflict ResolutionNo Comments 1 min read With the global media. online or otherwise buzzing about Prince Harry and Meghan Markle...Read More 19 January, 2020
The Downside to Wealth By David WerdigerWealth TransitionNo Comments 2 min read This is a difficult topic to broach, and needs to be done only in appropriate settings - i...Read More 28 December, 2019
Three Family Lessons We Can Learn From Greenleaf Three Family Lessons We Can Learn From Greenleaf By David WerdigerFamily Conflict ResolutionNo Comments 2 min read A powerful and prominent family, and the religious institution they run. That was more tha...Read More 10 May, 2019
‘Bonus’ Wealth From Family Business ‘Bonus’ Wealth From Family Business By David WerdigerFamily OfficeNo Comments 2 min read A ‘family business’ is more than just a business owned and operated by a famil...Read More 10 May, 2019
Understanding the Transition of Trusted Advisor Relationships Understanding the Transition of Trusted Advisor Relationships By David WerdigerFamily Wealth AdvisoryNo Comments 2 min read With all the talk about intergenerational wealth transition, another very important topic ...Read More 10 November, 2018