The Great Wealth Transfer with David Werdiger

David Werdiger works with high net worth families and their businesses, focusing on succession planning, family/business shared vision and governance, managing family conflict, and general strategic advice. His diverse background gives him a powerful mix of skills: second-generation family member, tech entrepreneur, guest lecturer at Harvard Business School, best-selling author on wealth transition, and dynamic conference speaker and educator.

David's session will provide practical advice and strategies that you can implement to better serve your clients and enhance your advisory services to your clients.