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Indonesian Wealth Management Forum 2019 - Exclusive Insights - Irene Lee

Irene Lee of Alpadis

Oct 21, 2019

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1. Are we ready for the intergenerational wealth transfer?

Video transcript

1. Are we ready for the intergenerational wealth transfer?

Essentially, a lot of the second and third generation wealthy clients are a lot more well-versed because they have greater access to the internet and greater access to advisory (services). However, in terms of actually sitting down and planning for the transfer of wealth, a lot of them are not ready. They have certain information, but they don't really know how to maximise the use of the information. That's where organisations like ourselves, and advisors like ourselves, are important to provide greater detailed information for them to make informed decisions as to how they can better manage and protect their wealth, and then transfer it to their future generations.

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