S1E1: Passing on wealth: Why families must talk before it’s too late episode artwork

EPISODE · Sep 4, 2025 · 19 MIN

S1E1: Passing on wealth: Why families must talk before it’s too late

from The Business Times Podcasts · host The Business Times

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 --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- 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 --- Follow BT Podcasts: Channel: bt.sg/pcOM Apple Podcasts: bt.sg/pcAP Spotify: bt.sg/pcSP Website: bt.sg/podcasts Feedback to: [email protected] Do note: 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.  --- Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Branded Podcasts: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Sep 4, 2025

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