Passing on wealth is easier than preparing heirs to manage it, Sun Life Asia study finds
A Sun Life Asia study indicates that preparing heirs to manage inherited wealth is a greater challenge than the act of passing it on, with only 20% feeling fully prepared. The report highlights a shift towards including values, knowledge, and life lessons alongside financial assets in legacy planning across Asia.
Why it matters
This trend impacts financial planning, intergenerational wealth transfer, and the long-term preservation of family legacies, suggesting a need for more holistic approaches to inheritance beyond just monetary assets.
HONG KONG , Sept. 24, 2026 /CNW/ -- New research from Sun Life Asia reveals that the biggest threat to preserving wealth across generations may not be market volatility or family conflict, but whether beneficiaries are ready to manage what they inherit. While legacy planning is becoming more common across Asia, only one in five people say they feel fully prepared to pass on their legacy today.
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