Aug 29 2024 13 mins 1
In this episode, PWN Founder, Richard Milroy with PWN member David Werdiger to discuss the evolving needs and expectations of wealthy families when it comes to their trusted advisors.
As both a second-generation family member and an advisor to significant families, David brings a unique dual perspective to the conversation. He shares insights on the complexities faced by wealthy individuals and families. David explores the importance of integrated and collaborative advisory approaches to effectively serve their diverse needs.
David also shares his significant involvement in the upcoming PWN Advisor Forum in December 2024 in Melbourne where he will be sharing his experiences as a tech entrepreneur and the Principal of his own family office.
