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

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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

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

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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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