By Invitation Only
Family Advisor, Author & Tech Entrepreneur
David Werdiger has a rare mix of skills and experience. Based in Melbourne Australia, David works with high net worth families and their businesses with a focus on succession planning, family/business shared vision and governance, managing family conflict, and general strategic advice. David’s diverse background gives him a powerful mix of skills: second generation family member, tech entrepreneur, Adjunct Professor, best-selling author on wealth transition and a dynamic conference speaker and educator...
David is second generation of a Jewish immigrant family which successfully built a large textile manufacturing business, and then moved into commercial real estate. David took his own path as a software developer, quant analyst, and then technology entrepreneur, starting several businesses. Over the past ten years, he has taken a shift into the next stage of his professional life.
He is director of Nathanson Pearson in Melbourne Australia – single family office and established provider of practical and appropriate solutions specifically for high net worth families. As a published best-selling author of Transition he has assisted many HNW families to navigate the complexities of succession planning, intergenerational wealth transition, and family governance.
David’s extensive commercial experience together with a confidential and empathetic relational approach to the challenges of family related business issues, has allowed him to facilitate unique solutions for clients by tapping into his personal knowledge and highly resourceful professional and specialist advisor network.
Carefully packaged and staged projects provide clients with a re-assuring process consulting that has successfully helped business owners establish a better work/life balance, retire, sell, hand-over to the next generation or manage family conflict.
David is also an Adjunct Professor (family governance, entrepreneurship) at Swinburne University, publishes regularly, and is regular speaker at HNW conferences and events around the world. He presents case studies and is able to distil complex issues and present them simply and succinctly.
A sampling of typical engagements include:
David is married with five children and deeply engaged with his local community through a number of non-profits. He’s writing his second book – about the challenges of the modern always-connected digital world. In between all that, he is passionate about sport – particularly AFL, cricket and NFL.