In this episode, David Werdiger shares his experiences and insights as a family enterprise advisor, describing his role as helping families make good decisions together. He explains that decision-making within families is complex and often evolves—from having one primary decision-maker to engaging multiple family members across generations.
In this discussion, a family enterprise advisor shares insights into guiding families toward effective, collaborative decision-making.
His work emphasizes addressing the complex dynamics that evolve as families shift from a single decision-maker to a shared decision-making model across generations.
By engaging everyone—spouses, children, and extended family members—he ensures that each voice plays a role in shaping the family’s future, moving beyond traditional setups where one person typically leads.
For more details, you can listen to the full episode here.
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David Werdiger, writer, speaker, adjunct professor, revolutionized cloud-based recurring billing as he migrated from his second-generation family business to C-level technology growth company roles. He is a frequent speaker at International Society of Private Wealth Network events, presents case studies at private HNWI events, and public national conferences. Werdiger is a #1 International Best-Selling author of the book ‘Transition; How to Prepare Your Family and Business for the Greatest Wealth Transfer in History’ and Founder of the Nathanson Pearson Family Office in Melbourne Victoria Australia. Today Werdiger works from the #nextgeneration of EY Family Office Guide 2019 as the bridge between generations through The Nathanson Pearson Family Office Advisory. Utilizing technology tools like his exclusive Business Succession Risk Assessment (BSRA) programs and his Bridge Between Advisory Services (BBAS). Learn more about David Werdiger and his Programs of excellence at and on social networks @dwerdiger and @davidwerdiger.https://davidwerdiger.com
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David Werdiger 