Insights from the Legacy Planning Leadership Forum 2025

We were honored to participate in the Standard Chartered Private Bank’s Legacy Planning Leadership Forum, where key industry leaders gathered to discuss the evolving landscape of wealth transfer, succession planning, and insurance solutions for High-Net-Worth (HNW) clients.

Our leadership team, including Berry Wong and Nikki Koh, contributed valuable insights into how insurance planning is playing an increasingly pivotal role in intergenerational wealth transfer.

Discussions focused on:

• The rising importance of insurance solutions in mitigating family disputes and addressing multi-jurisdictional challenges in wealth distribution.
• How regulatory environments, tax considerations, and cultural attitudes shape HNW clients’ preferences for insurance strategies across different Southeast Asian markets.
• The role of life insurance in providing clarity, liquidity, and structured wealth distribution, reinforcing sound governance principles.

The forum served as an excellent platform for HNW brokers, relationship managers, and wealth planners to explore how the industry can better support clients amid an evolving financial landscape.

We extend our gratitude to Standard Chartered Private Bank for hosting this insightful event, as well as our industry peers for sharing their expertise.

For more information on how our tailored insurance and wealth planning solutions can support your legacy and succession goals, contact our team today.