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Passing on wealth: Why families must talk before it’s too late
This episode is in partnership with
Evonne Tan
head of Barclays Private Bank, Singapore
Wealth transfer. It sounds clinical, financial, even transactional. But really, it’s about families, about values, legacy and, yes, money too. And while every family knows they should talk about it, most don’t. Because talking about inheritance means talking about mortality, and that’s a subject many would rather avoid.
In the latest episode of BT Podcasts by The Business Times, host Howie Lim sits down with Evonne Tan, head of Barclays Private Bank Singapore, to tackle the tricky conversations around intergenerational wealth transfer. This partnership between BT and Barclays Private Bank pulls the curtain back on what families and their wealth professionals are really grappling with.
Produced by: HOWIE LIM, Claressa Monteiro & CHAI PEI CHIEH Edited by: HOWIE LIM & Claressa Monteiro
graphics: CHARMAINE MARTIN
Why listen?
It’s not just about money. Families need to think beyond financial assets to the “intangibles” — values, purpose, even who counts as family. Tan explains why mapping not just wealth, but meaning, is critical for a smooth handover.
Avoiding conflict before it starts. From family constitutions to guided retreats, Tan also outlines how governance frameworks and highlights how sometimes neutral third-party advisors can defuse simmering tensions and build real buy-in from younger generations.
The new face of legacy. While older generations may prioritise preservation, younger heirs often want impact — investing in climate solutions or social enterprises. Tan shows how these divergent instincts can actually converge around a shared desire to give back.
The conversation also touches on global shifts that make inheritance more complex than ever: families scattered across borders, assets parked worldwide, new risks from disruptive technology and climate change. Against that backdrop, how do families write guiding principles that will still hold water 20 years from now?
What emerges is not a lecture about estate planning, but a candid exchange about bridging generations. Tan is clear: nothing is set in stone. Constitutions evolve, wills must be updated, and conversations need to be revisited — preferably over family retreats rather than family disputes.
At its heart, this is about more than preserving fortunes. It’s about making sure wealth continues to serve families and society in ways that reflect both gratitude and vision.
If your family hasn’t had “the talk” yet, or if you’re wondering how to start without causing a fight, this episode is the playbook you didn’t know you needed.
Listen to the full conversation now, produced in partnership with Barclays Private Bank.
This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.
For questions or thoughts about the show, feel free to email btpodcasts@sph.com.sg.
Private Bank Singapore
Intergenerational philanthropy: A family affair | Barclays Private Bank
Private Banking Services
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Produced by: HOWIE LIM, Claressa Monteiro & CHAI PEI CHIEH Edited by: HOWIE LIM & Claressa Monteiro
graphics BY: CHARMAINE MARTIN