Meet David Werdiger, Family Wealth Generalist

Finance Friends

This week, our host, Fabian Ruggieri chats with David Werdiger, Family Wealth Generalist. Having navigated his own journey from working in his own family's business, to working on software development, to successful tech entrepreneur, and finally to his current role as an author and generalist advisor on family dynamics and wealth transition.
Through this conversation, Werdiger emphasises the importance of collaboration between specialists and taking a family-centric rather than advisor-centric approach. His work through Swinburne University, Harvard Business School, and the Ultra High Net Worth Institute reflects this multifaceted approach to helping families create legacies that last beyond financial wealth.
Whether you're part of a family business, navigating succession or simply interested in the psychology of wealth, this conversation offers valuable perspectives on building "castles" that stand the test of time across generations.

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Chapters

1. Introduction and David's Background (00:00:00)

2. Early Career and Family Business Decisions (00:03:24)

3. Tech Entrepreneurship and Business Evolution (00:09:45)

4. Transition to Family Wealth Advisory (00:15:26)

5. The Great Wealth Transfer Explained (00:20:35)

6. Trust Issues and Family Communication (00:26:56)

7. Educational Work and Collaborations (00:32:37)