Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a will, or engaging with a corporate trustee.
This series explores the critical collaboration between wealth advisers and legal professionals in safeguarding your family’s future. Joined by lawyers Cynthia Tang of Tang Thomas and Soo Chye from OAKS Legal, each episode shares real-life stories showing how thoughtful planning can protect your family and make a meaningful difference, offering practical insights for your own legacy journey.
In this episode, our CEO, Christopher and Soo Chye discuss a deeply personal but often overlooked aspect of legacy planning, how giving can shape family values and leave a legacy beyond wealth. Drawing from decades of experience working with families, Soo Chye reflects on why philanthropy is not reserved only for the wealthy, and how everyday acts of generosity can influence relationships and perspectives across generations.
He also shares memorable stories from his practice, including how small, unexpected acts of kindness can carry more meaning than large financial gifts, and how families have been changed simply by being involved in giving together rather than treating it as a private transaction.
In managing over S$1.7 billion of our clients’ hard-earned assets, Providend believes legacy planning goes beyond wealth plans or legal documents. It starts with clarity over your non-negotiable ikigai goals, assets, family circumstances, and long-term intentions. If you have ever wondered what kind of values, purpose, and example you hope to leave behind for the next generation, you do not want to miss this episode.
Music courtesy of ItsWatR.
The host of this episode, Christopher Tan, is Chief Executive Officer of Providend Ltd, Southeast Asia’s first fee-only comprehensive wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness“. He is also a Certified Ikigai Tribe Coach.
For more related resources, check out:
1. Why Legacy Planning Needs Both a Wealth Adviser and a Lawyer
2. The Real Difference a Fee-Only Wealth Advisory Firm Makes: Serving Families as I Would My Own
3. Finalising a $68 Million Legacy Plan with a Family Trust and Letter of Wishes
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