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Planning early for a successful Great Wealth Transfer
This episode is in collaboration with:
Victor aerni
CEO, pictet wealth management asia
Asia is on the cusp of the largest intergenerational handover of wealth in its history. Nearly 6 trillion US dollars is expected to shift to the next generation within five years, and Singapore is right in the middle of it. Family offices are multiplying, structures are being set up at speed, and advisers are scrambling to prepare for a wave that brings both opportunity and risk.
In this episode of WealthBT, a podcast of BT Correspondents, host Genevieve Cua explores the human, structural and emotional complexities behind this transfer with Victor Aerni, CEO of Pictet Wealth Management Asia. With Pictet’s 220-year history and nine generations of continuity behind it, Aerni offers perspective that many Asian families are searching for as they plan ahead.
What emerges is a reminder that succession is not simply a financial event. Assets, businesses, identity and expectations all converge, and without clear rules and honest dialogue, even the strongest families can find themselves in conflict.
Produced by: Howie Lim, Claressa Monteiro & Emily liu Edited by: Howie Lim & Claressa Monteiro
graphics: MARIO MONREAL
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More about:
Why listen:
Succession lessons Real examples from Rolex, Lee Kum Kee and Mitsui show how governance can outlast founders.
Generational blind spots How global education, blended families and shifting values widen the gap between elders and heirs.
Family charters explained Why a written framework often matters more than structures or tax planning.
Planning without drama Practical ways to start difficult conversations and avoid very public disputes.
Through the conversation, Aerni contends that early planning is not about managing assets but about managing people. Values, clarity and communication matter as much as legal structures, and families that treat the great wealth transfer as a chance to build cohesion rather than avoid conflict tend to emerge stronger.
For Asian families preparing for the next chapter, this episode offers both guidance and reassurance. Listen now.
For questions or thoughts about the show, feel free to email: btpodcasts@sph.com.sg.
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.
Pictet Insights: How to manage intergenerational wealth transfer
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Pictet WealthBT Podcasts
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