Passing on wealth: Why families must talk before it’s too late
How can families and wealth managers bridge differing priorities to ensure wealth positively impacts future generations? Howie Lim speaks to Evonne Tan, head of Barclays Private Bank Singapore for insights.
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
Listen on all your favourite podcast channels and find out more here: https://bt.sg/podcasts
