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, Cynthia and Yong Cheng unpack the role of a Letter of Wishes, a powerful, though non-legally binding, document that guides your executor in carrying out your legacy plan with clarity and care.
They also discuss why a Letter of Wishes goes beyond instructions, serving as a deeply personal message to your loved ones. At Providend, we encourage clients to write this in their most authentic voice. From expressing intentions to sharing values and hopes, it allows you to communicate what truly matters and add meaning to the wealth you leave behind.
In managing over S$1.7 billion of our clients’ hard-earned assets, Providend believes legacy planning goes beyond legal structures and documentation. It is about bringing clarity to what matters most, and ensuring your true intentions are understood, and not just recorded in a will that is filled with legal jargon.
Music courtesy of ItsWatR.
The host of this show is Yong Cheng, Deputy Head of Advisory, 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. Why Legacy Planning Needs Both a Wealth Adviser and a Lawyer
2. Finalising a $68 Million Legacy Plan with a Family Trust and Letter of Wishes
3. 4 Key Lessons Learnt in Legacy Planning
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