By David Werdiger
Published in Horizons: Family Office and Investor Magazine | Issue 11 | October 2025
The article challenges the common belief that treating everyone equally is the same as being fair. David Werdiger highlights that in family wealth and succession planning, strict equality can unintentionally create resentment or imbalance. Instead, he emphasizes fairness through process—understanding each family member’s unique needs, involving them in transparent discussions, and building shared trust.
Ultimately, the piece reframes fairness as a relational concept rather than a mathematical one. It’s not about dividing wealth evenly, but about maintaining harmony and respect across generations through empathy, communication, and inclusion.
How does your family define fairness?
Read the full article:
Equal vs Fair — Full Article
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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 