Panel discussion - The Tools and Strategies required to secure your clients legacy for the next Generation

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

Tools and Strategies to secure your clients legacy for the next Generation

  • What are some of the challenges facing wealthy families in Indonesia today?
  • Curating the right solution for clients – what’s thrown in the mix today?
  • How are the NextGen expectations different?
  • What must clients consider when moving wealth successfully to the next generation?
  • How are founders, patriarchs, matriarchs and their families dealing with the estate and family business succession?
  • What’s the role of residency and citizenship?
  • What’s the role of HNW Insurance?


Scott Moore
Managing Director and Head of the Indonesia and Philippines
Henley & Partners

Panel Members

Zac Lucas
Partner – International Private Wealth
Spencer West

Benjamin Szeto
1291 Group

Irene Lee
Business Development Director
British and Malayan Trustees Limited


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