Key Takeaways
- • A DBS report finds 43 percent of family offices surveyed have not involved the next generation in wealth planning, according to Hubbis.
- • The finding highlights a succession-planning gap among Asian family offices, a key concern for allocators managing multigenerational capital.
- • The primary source text is largely website boilerplate, so the survey's full methodology, sample size and further findings could not be verified from it.
Summary
For institutional allocators and family office professionals, the finding bears on governance and continuity. Involving heirs in wealth planning is widely viewed as a factor in preserving capital and decision-making across generations, and a large share of surveyed offices lacking that involvement suggests succession risk remains under-addressed.
The source material available for this story consists mainly of Hubbis website text, including privacy and data policies, and does not provide the survey's sample size, geographic breakdown, or additional findings. Readers seeking detail on the DBS report should consult the original publication.
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