Legacy Beyond Wealth is a podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement and transitioning their business to the next generation.
After completing their family legacy plan, Richard and Eva now face another major milestone: planning the succession of Richard’s $30 million business. In this special bonus episode (Part One) of Legacy Beyond Wealth, we follow Client Adviser Christopher and Business Exit Associate Director Jerome as they work together to lay the foundations for this transition.
For Richard, the business is more than a company; it is his life’s work. Letting go is not just financial; it is deeply emotional. For Eva, the greatest concern is preserving harmony between their two children. From identifying the right successor to crafting a gradual transition plan, this episode explores how true succession planning protects not only the business but also the family relationships behind it.
At Providend, we believe good legacy planning should preserve not just wealth but also relationships. It should offer clarity, not confusion.
Listen to the entire Legacy Beyond Wealth podcast series’ episodes here:
Music courtesy of ItsWatR.
The voice talents for this episode are Ray and Annette, Client Advisers, voicing Richard and Eva, our CEO, Christopher, voicing as their Client Adviser, and Jerome, voicing as the Business Exit Associate Director, 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. Leaving a Lasting Legacy: How to Make an Impact That Outlives You
2. How Providend Helps Clients Build a Legacy Beyond Assets
3. Legacy Planning: It’s More Than Just Writing a Will
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