How to prepare your heirs for wealth management

WHEN people think about building wealth, the focus is often limited to investment performance, asset allocation, or tax efficiency. These are all important, but in the context of generational wealth, they're only part of a much bigger picture.

- ADRIAAN PASK

Effective intergenerational wealth management is about fostering continuity, strengthening financial literacy across generations, and aligning family values with long-term financial planning. In my view, one of the most overlooked aspects of wealth planning is preparing the next generation to manage the legacy they will eventually inherit.