Legacy Beyond Wealth is a new 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, now faced with tough questions: How can they distribute their assets wisely? How do they protect the legacy they’ve built? And most importantly, how do they preserve family harmony among their three children?
Being a trusted adviser to affluent clients for over two decades, Providend understands that true legacy planning is not just about transferring wealth. It is about passing down values, protecting relationships, and creating peace of mind for the next generation. Through this podcast, you’ll get a rare, behind-the-scenes look at real conversations between clients and their adviser.
In Episode 1, Richard and Eva begin their journey. Despite building a $30 million business and $38 million in personal assets, they are unsure how to prepare their children to receive this wealth without conflict. With concerns about succession planning, differing personalities, and ensuring fairness, they turn to Providend for clarity and guidance.
As their Client Adviser, Chris listens with empathy and intention, what unfolds is a rich dialogue not just about financial tools, but about values, fears, and hopes. Through their story, listeners will come to understand how legacy planning is less about documents and more about crafting a future that aligns with Richard and Eva’s heart and vision for their loved ones.
At Providend, we believe good legacy planning should preserve not just wealth, but also relationships. It should offer clarity, not confusion. In each episode, you’ll hear how a thoughtful, values-based approach can bring peace of mind, not just for the clients, but for generations to come.
You may also enjoy a video-animated version of this episode here:
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, and our CEO, Christopher, voicing as their Client Adviser 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. Legacy Beyond Wealth: Passing On Values Through Wills, Trusts & Letters of Wishes
2. Legacy Planning: It’s More Than Just Writing a Will
3. The Legacy of Two Matriarchs
Download our Investment eBook titled “A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty” here.
Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially.
We do not charge a fee at the first consultation meeting. If you would like an honest second opinion on your current estate plan, investment portfolio, financial and/or retirement plan, make an appointment with us today.
