Looking to the Future - Estate & Succession Planning and Asia’s Next Generations

As the founder generations of Asia’s wealthy and uber-wealthy families and family dynasties increasingly seek guidance for wealth and estate transfer to the younger family generations, it is important for the banks and other advisory firms in Asia to understand how to deal with these clients.

Some families bury their heads in the sand, ignoring the need for clearly defined decisions and roles, while others are keen to embrace the process and to put in place the right governance, structures, and direction for the next generations. The patriarchs and matriarchs of Asia’s wealthy and uber-wealthy families are notoriously controlling, many of them preferring to make all decisions unilaterally. This can be difficult to handle, leading to the younger generations not feeling involved in the family businesses until they might suddenly be thrust into the limelight.

In our Digital Dialogue on 10th September - wealth management experts specialising in the field of estate planning and transitioning – will discuss maximising the opportunity in this vital area. With trillions of dollars of wealth due to change hands in the coming few decades – we must carefully navigate these waters in order to help the different generations.

If the wealth management industry wants to best serve its clients, and also to retain the younger generations of wealthy for the future, they should help encourage families to embrace inclusiveness in their business and estate and succession planning for the future. The next generations are usually highly educated, often in long-established Western institutions, which leads to a better understanding of worldly matters, of wealth management issues, and often serves to boost their entrepreneurial hunger as well as enhancing their focus on governance generally, and on sustainability in the family business and indeed in financial investments. The wealth industry in Asia needs to understand and address the key differences between the generations to develop value, trust and a pull-together attitude, and then design products and solutions to suit the different generations.

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Watch this dialogue on demand

Sep 10

Maximising the NEXT GEN opportunity

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Joanna Caen

PraxisIFM

John Shoemaker

Butler Snow

Kevin Lee

Stephenson Harwood

John Williamson

Generations

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Event Agenda
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  • 15.00pm

    Looking to the Future - Estate & Succession Planning and Asia’s Next Generations

    • How are Asian families dealing with the next generation and business succession?
    • How prepared are next-generation family business members for wealth transfer?
    • Are today’s wealth managers building meaningful conversations with families about wealth and family business succession issues?
    • How do you steer family wealth planning towards a multi-generational vision?
    • What role should robust family and family business governance play, and why?
    • Is enough being done to mitigate or avoid family disputes?
    • Are there more opportunities to offer diversified advice to the younger generations?
    • How does the industry offer the client better ideas and greater value?
    • How can the Next Generation engage in a dialogue with their families about their own aspirations?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    John Shoemaker

    Registered Foreign Lawyer

    Butler Snow

    John Williamson

    Managing Director

    Generations

    Joanna Caen

    Managing Director

    PraxisIFM

    Kevin Lee

    Partner

    Stephenson Harwood

    Howard Bilton

    Chairman

    The Sovereign Group

  • 16.00pm

    Webinar Ends

Sep 10

Maximising the NEXT GEN opportunity

3.00pm - 4.00pm HKT/SGT

Speakers

Joanna Caen

PraxisIFM

John Shoemaker

Butler Snow

Kevin Lee

Stephenson Harwood

John Williamson

Generations

Howard Bilton

The Sovereign Group

Sep 10

Maximising the NEXT GEN opportunity

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Sep 10

Maximising the NEXT GEN opportunity

3.00pm - 4.00pm HKT/SGT