S1E57: Planning early for a successful Great Wealth Transfer

About this episode

This episode discusses the complexities of the upcoming wealth transfer in Asia and the importance of early planning and governance.

Asia is on the cusp of a massive US$6 trillion wealth transfer — but with great wealth comes great complexity.  In this episode of WealthBT, host Genevieve Cua speaks with Victor Aerni, CEO, Pictet Wealth Management Asia, about the forces reshaping intergenerational succession.  From the rise of “100-year CEOs” to blended families and globalised heirs, Victor explains why early planning, shared values, and clear governance matter more than ever. He also unpacks real-world case studies and the growing importance of family charters in preserving harmony, purpose, and legacy. Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. This episode is produced in collaboration with Pictet Wealth Management. Highlights of the podcast: 02:11 Asia’s great wealth transfer 05:58 How Lee Kum Kee and Mitsui did it 08:48 Trends in wealth transfer in Asia 11:33 Bridging the generational gap 15:10 The role of a family charter 17:43 Advice for families More about: Pictet Insights: How to manage intergenerational wealth transfer Pictet Wealth Management Pictet…

People in this episode

Host: Genevieve Cua

Guest: Victor Aerni

Topics covered

• wealth transfer
• intergenerational succession
• family governance
• financial planning
• wealth management

Keywords

• wealth transfer
• intergenerational wealth
• family charter
• financial planning
• 100-year CEOs

Mentioned in this episode

Organizations: Pictet Wealth Management Asia, The Business Times, Pictet Wealth Management, Pictet Insights

Places: Asia

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