David Werdiger
Family governance · Succession planning
David Werdiger has assisted many HNW families to navigate the complexities of succession planning, intergenerational wealth transition, and family governance.
David’s background as a second-generation family member, his 30+ years as a tech entrepreneur, together with an empathetic relational approach to the challenges of family-related business issues, has allowed him to facilitate solutions by tapping into his deep knowledge and strategic thinking.
David is also a regular speaker at HNW events around the world, able to distil complex issues and present them simply and succinctly. David is married with five children and engaged with his local community through a number of non-profits.
Articles & Insights
Family capital and governance: Navigating wealth beyond rich lists
While they might seem innocuous, ‘rich lists’ tend to be quite limited in gauging wealth. When it comes to good governance, family offices should rather look at the concept of family capital, a broader concept encompassing family well-being, decisions, knowledge, and health. By questioning the reliance on numbers, advisors will encourage a comprehensive view of wealth that includes family dynamics and governance in wealth management.
The Great Transition and Life Expectancies
In many high-net-worth families, the great wealth transition isn’t happening quite as quickly as some expected, as it’s common for founding members to enjoy a long working life in their own businesses. Despite there being two working-age generations in waiting, a shift in thinking is needed so that they are both accommodated.
The philosophy and principles of family governance
A successful family is measured by more than its wealth. Following three simple guiding principles for good family governance can lead to a well-run, healthy and responsible system.
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