How critical success planning is

Challenges family businesses face

Shared purpose = sustainable legacy

Wealth management strategies

How UOB Private Bank is uniquely here to help

It has been called the generation of the ‘Great Wealth Transfer’ and succession planning has never been more crucial than now, especially with the number of wealthy people in Asia hitting a record high in 2023. How can families successfully safe guard their legacies for the next generation? Correspondent Howie Lim gets expert advice from Angela Koh, head of wealth planning and family office advisory at UOB Private Bank.

Synopsis: The Business Times Branded Podcasts; finely curated, intelligent, thought provoking content for decision-makers. Inspired by the newsroom of your trusted partner.

This episode is brought to you by UOB Private Bank.

Do note: The material contained in this podcast is intended for information only and does not constitute recommendation or advice as it does not take into account personal objectives, specific goals or financial situation. UOB does not accept any responsibility for any loss or damage caused by any use of or reliance on the opinions or views expressed in this publication which may be subject to change due to dynamic market conditions.

Highlights:

00:57 How critical success planning is to long-term success

02:43 Challenges family businesses face

04:29 Shared purpose = sustainable legacy

07:27 Wealth management strategies

08:53 How UOB Private Bank is uniquely qualified to help

More about:

UOB Private Bank

Succession Planning

Family Office

Written and hosted by Howie Lim (howielim@sph.com.sg)

With Angela Koh, head of wealth planning and family office advisory at UOB Private Bank

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim

Engineered by: Chai Pei Chieh

Executive producer: Claressa Monteiro

A podcast by BT Podcasts, The Business Times, SPH Media

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Channel: bt.sg/btbrpod

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Website: bt.sg/brpod

Feedback to: btpodcasts@sph.com.sg

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.

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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 Podcasts at: bt.sg/pcOM

BT Lens On: bt.sg/btlenson

It has been called the generation of the ‘Great Wealth Transfer’ and succession planning has never been more crucial than now, especially with the number of wealthy people in Asia hitting a record high in 2023. How can families successfully safe guard their legacies for the next generation? Correspondent Howie Lim gets expert advice from Angela Koh, head of wealth planning and family office advisory at UOB Private Bank.
Synopsis: The Business Times Branded Podcasts; finely curated, intelligent, thought provoking content for decision-makers. Inspired by the newsroom of your trusted partner.
This episode is brought to you by UOB Private Bank.
Do note: The material contained in this podcast is intended for information only and does not constitute recommendation or advice as it does not take into account personal objectives, specific goals or financial situation. UOB does not accept any responsibility for any loss or damage caused by any use of or reliance on the opinions or views expressed in this publication which may be subject to change due to dynamic market conditions.
Highlights:
00:57 How critical success planning is to long-term success
02:43 Challenges family businesses face
04:29 Shared purpose = sustainable legacy
07:27 Wealth management strategies
08:53 How UOB Private Bank is uniquely qualified to help
More about:
<a href="https://www.uob.com.sg/private/index.page">UOB Private Bank</a>
<a href="https://www.uob.com.sg/private/your-aspirations/success-needs-sucession.page">Succession Planning</a>
<a href="https://www.uob.com.sg/private/our-inspirations/family-office.page">Family Office</a>
Written and hosted by Howie Lim (howielim@sph.com.sg)
With Angela Koh, head of wealth planning and family office advisory at UOB Private Bank
Edited by: Howie Lim &amp; Claressa Monteiro
Produced by: Howie Lim
Engineered by: Chai Pei Chieh
Executive producer: Claressa Monteiro
A podcast by BT Podcasts, The Business Times, SPH Media
--- 
Follow BT Branded Podcasts:
Channel: <a href="https://bt.sg/btbrpod">bt.sg/btbrpod</a>
Apple Podcasts: <a href="https://bt.sg/bpap">bt.sg/bpap</a>
Spotify: <a href="https://bt.sg/bpsp">bt.sg/bpsp</a>
Website: <a href="https://bt.sg/brpod">bt.sg/brpod</a>
Feedback to: btpodcasts@sph.com.sg
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: <a href="https://bt.sg/btmoneyhacks">bt.sg/btmoneyhacks</a>
BT Correspondents at: <a href="https://bt.sg/btcobt" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btcobt&amp;source=gmail&amp;ust=1725767545308000&amp;usg=AOvVaw1MZyDZ2ZxkzhbmmY3UOc3Z">bt.sg/btcobt</a>
BT Market Focus at: <a href="https://bt.sg/btmktfocus">bt.sg/btmktfocus</a>
BT Podcasts at: <a href="https://bt.sg/pcOM">bt.sg/pcOM</a>
BT Lens On: <a href="https://bt.sg/btlenson">bt.sg/btlenson</a>

Synopsis: The Business Times Branded Podcasts; finely curated, intelligent, thought provoking branded content for decision-makers. Inspired by the newsroom of your trusted partner.

Follow on audio apps Apple Podcasts, Spotify and Google Podcasts, or Google Home smart speaker devices.

Produced by The Business Times, SPH Media.

Synopsis: The Business Times Branded Podcasts; finely curated, intelligent, thought provoking branded content for decision-makers. Inspired by the newsroom of your trusted partner.
Follow on audio apps Apple Podcasts, Spotify and Google Podcasts, or Google Home smart speaker devices.
Produced by The Business Times, SPH Media.

The Business Times Branded Podcasts

The Business Times Branded Podcasts; finely curated, intelligent, thought provoking content for decision-makers. Inspired by the newsroom of your trusted partner.

Available on all your favourite audio content apps and at www.businesstimes.com.sg/podcasts

Produced by BT Podcasts, The Business Times, SPH Media.

The Business Times Branded Podcasts; finely curated, intelligent, thought provoking content for decision-makers. Inspired by the newsroom of your trusted partner.
Available on all your favourite audio content apps and at www.businesstimes.com.sg/podcasts
Produced by BT Podcasts, The Business Times, SPH Media.

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