In this episode, David joins Daniel Karim for an inspiring and deeply personal conversation about wealth, legacy, and the human purpose behind it all. From his beginnings in a family business to becoming a family enterprise advisor, tech entrepreneur, and best-selling author — David shares the lessons, challenges, and values that shaped his philosophy on family, business, and life itself.
It’s an insightful discussion that goes beyond money — diving into what it really means to build something meaningful and lasting across generations.
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 