Passing on wealth beyond just money

The role of neutral third-party advisors

Philanthropy vs. impact investing

Educational initiatives and resources

Navigating cross-border complexities

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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Follow BT Podcasts:

Channel: bt.sg/pcOM

Apple Podcasts: bt.sg/pcAP

Spotify: bt.sg/pcSP

Website: bt.sg/podcasts

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 Branded Podcasts: bt.sg/brpod

BT Lens On: bt.sg/btlenson

From Baby Boomers to Zoomers, wealth transfer is no longer just about money&mdash;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:
<a href="https://privatebank.barclays.com/where-we-are-located/singapore/">Private Bank Singapore</a>
<a href="https://privatebank.barclays.com/insights/intergenerational-philanthropy-a-family-affair-05-2025/">Intergenerational philanthropy: A family affair | Barclays Private Bank</a>
<a href="https://privatebank.barclays.com/what-we-offer/private-banking/">Private Banking Services</a>
---
Send us your questions, thoughts, story ideas, and feedback to <a href="mailto:btpodcasts@sph.com.sg">btpodcasts@sph.com.sg</a>.
---
Written and hosted by: Howie Lim (<a href="mailto:howielim@sph.com.sg">howielim@sph.com.sg</a>)
With Evonne Tan, head of Barclays Private Bank Singapore
Edited by: Howie Lim &amp; Claressa Monteiro
Produced by: Howie Lim &amp; Chai Pei Chieh
Executive producer: Claressa Monteiro
A podcast by BT Podcasts, The Business Times, SPH Media
---
Follow BT Podcasts:
Channel: <a href="https://bt.sg/pcOM">bt.sg/pcOM</a>
Apple Podcasts: <a href="https://bt.sg/pcAP">bt.sg/pcAP</a>
Spotify: <a href="https://bt.sg/pcSP">bt.sg/pcSP</a>
Website: <a href="https://www.businesstimes.com.sg/podcasts">bt.sg/podcasts</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&rsquo;s products and services. Please consult professional advisors for independent advice.&nbsp;
---
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 Branded Podcasts: <a href="https://bt.sg/brpod">bt.sg/brpod</a>
BT Lens On: <a href="https://bt.sg/btlenson">bt.sg/btlenson</a>

The Business Times Podcast Channel presents diverse perspectives, in-depth analysis and news covering career, business, markets, investing, current affairs and tech.

Powered by the Journalism of The Business Times and Tech in Asia.

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

Produced by BT Audio, thrive and Tech in Asia. The Business Times, SPH Media.

The Business Times Podcast Channel presents diverse perspectives, in-depth analysis and news covering career, business, markets, investing, current affairs and tech.
Powered by the Journalism of&nbsp;The Business Times and Tech in Asia.
Available on all your favourite audio and video content apps and at www.businesstimes.com.sg/podcasts
Produced by BT Audio, thrive and Tech in Asia. The Business Times, SPH Media.