Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement, now faced with tough questions: How can they distribute their assets wisely? How do they protect the legacy they’ve built? And most importantly, how do they preserve family harmony among their three children?

Being a trusted adviser to affluent clients for over two decades, Providend understands that true legacy planning is not just about transferring wealth. It is about passing down values, protecting relationships, and creating peace of mind for the next generation. Through this podcast, you’ll get a rare, behind-the-scenes look at real conversations between clients and their adviser.

In Episode 2, Richard and Eva return to review the initial estate and legacy plan proposed by their Client Adviser, Chris. The plan is crafted to protect their 68 million dollar estate, safeguard the family business, and ensure fairness among their children. They also raise a new concern: securing support for their elderly parents should anything happen to them.

Chris begins by clearly summarising their priorities using a structured planning framework. While the proposed plan initially feels overwhelming, Chris reassures them that legacy planning is a gradual journey. As their trusted adviser, he continues to guide them with empathy and clarity, offering both structure and support every step of the way.

At Providend, we believe good legacy planning should preserve not just wealth, but also relationships. It should offer clarity, not confusion. In each episode, you’ll hear how a thoughtful, values-based approach can bring peace of mind, not just for the clients, but for generations to come.

The voice talents for this episode are Ray and Annette, Client Advisers, voicing Richard and Eva, and our CEO, Christopher, voicing as their Client Adviser at Providend, the first fee only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

Music courtesy of ItsWatR.

The full list of Providend’s Money Wisdom podcast episodes from Season 4 can be found here.

Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.

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Get Our Money Wisdom II Book Today!

Some long-time listeners might know that the inspiration behind this entire podcast was our CEO, Chris’s book. We're proud to announce that we have launched our second edition of the book titled Money Wisdom II: More Simple Truths for Financial Wellness.