From Baby Boomers to Zoomers, wealth transfer is no longer just about money—it's a multi-generational journey of values, purpose, and legacy. How can families and wealth managers navigate divergent priorities, foster open dialogue and innovative strategies to ensure wealth becomes a dynamic force for good across generations?
Synopsis: The Business Times Podcast Channel presents diverse perspectives, in-depth analysis and news covering career, business, markets, investing, current affairs and tech.
This episode is produced in partnership with Barclays Private Bank.
Highlights:
01:05 Passing on wealth beyond just money
04:32 The role of neutral third-party advisors
06:25 Bridging the gap: Philanthropy vs. impact investing
12:35 Educational initiatives and resources
16:29 Navigating cross-border complexities in global wealth transfer
More about:
Private Bank Singapore
Intergenerational philanthropy: A family affair | Barclays Private Bank
Private Banking Services
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Send us your questions, thoughts, story ideas, and feedback to [email protected].
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Written and hosted by: Howie Lim ([email protected])
With Evonne Tan, head of Barclays Private Bank Singapore
Edited by: Howie Lim & Claressa Monteiro
Produced by: Howie Lim & Chai Pei Chieh
Executive producer: Claressa Monteiro
A podcast by BT Podcasts, The Business Times, SPH Media
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