As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher, shares the lessons he has learnt in Legacy Planning in his Business Times article. With almost three decades of experience in planning for clients, Chris has many stories to share when it comes to Legacy Planning—often mistaken for Estate Planning.
In this week’s Money Wisdom episode, our co-host Amelia from the Brand Experience Team has a heartfelt chat with Chris on parenting, family relationships, and thoughtful Legacy Planning that goes beyond the scope of the article.
Given our conservative Asian culture, glean tips from Chris on how to comfortably discuss your Legacy Plan with your loved ones, and how to balance saving for your children’s future while spending on your own happiness.
How can you write a heartfelt Letter of Wishes that truly conveys your values and intentions? How can you pass down your values, ethics, and life lessons to the next generation? Listen to this podcast to find out.
You may also enjoy the video version of this podcast here:
You can read Chris’ article in The Business Times on this topic here.
Stay tuned for our next podcast episode, where our co-host Isaac will be having a conversation with Jerome Song, our Associate Director of Business Exit.
The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here. If you are keen to dive into the specific mini-series episodes, you may do so here:
- The Story of Our Clients’ Wealth Journey: This mini-series delves into the wealth management journeys of our clients.
- The Brain Behind: Christopher Tan, our CEO and regular contributor to The Business Times’ Money Wisdom column, will discuss the thoughts and insights behind selected articles.
Music courtesy of ItsWatR.
The host of this episode, Amelia Wong, is the Senior Content & Digital Marketing Executive at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
For more related resources, check out:
1. Achieving Contentment Is the Greatest Gain
2. Life Decisions First Before Legacy Decisions
3. My Reflection on the True Value of Estate & Legacy Planning
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