Our Team
The program is led by David Werdiger. David’s background as a second-generation family member, his 30+ years as a tech entrepreneur, and now family enterprise advisor and thought leader is a unique mix of expertise all of which are relevant to the issues this fellowship addresses.
David is a member of the UHNW Institute, a global think tank of practitioners, and on the faculty for the family dynamics domain. He is an Adjunct Industry Fellow (Entrepreneurship) at Swinburne University, and a guest lecturer at Harvard Business School on families in business. He is the author of Transition: How to Prepare Your Family and Business for the Greatest Wealth Transfer in History and a regular speaker at conferences and events around the world. He is able to distill complex issues and present them simply and succinctly.
a leading Asian consulting firm specializing in family wealth advisory, next generation succession, and leadership strategy coaching. With its unique blend of expertise in psychology, wealth management, and business strategy, Wise Purpose works with Family Office principals, business family owners and board directors of charities and foundations to address key leadership, wealth, and business transitions.
Elizabeth is the CEO & Founder of Legacy Wealth Advisors Pte Ltd which provides independent succession planning and investment services to support families to preserve their wealth and ensure a smooth transition of wealth to the next generation. Legacy Wealth Advisors was awarded Independent Wealth Manager, South East Asia at the WealthBriefing Awards 2024.
Matt has 20+ years experience in Strategy, Business Development, Finance and Operations in Southeast Asia.