Top of main content
Kid reading book

A family office dialogue – Succession planning in the new era

Wealth Planning
Succession planning
Wealth planning
Family office

A family office dialogue – Succession planning in the new era

Nov 2, 2022

A family office dialogue – Succession planning in the new era Watch the video: A family office dialogue – Succession planning in the new era

What is the role of a family office in intergenerational wealth transfer? How do families achieve business continuity and sustainable legacy? When considering the location or jurisdiction to set up a family office, what factors should be taken into consideration? What are the key trends in the Asian family office landscape? 

KayKay Yan, Managing Director, Relationship Management and Aik Ping Ng, Head of Family Office Advisory, Asia Pacific at HSBC Global Private Banking, explore these questions often raised in legacy and succession planning conversations with our ultra-high net worth clients in Asia.

This communication is intended for the recipient/addressee only and must not be shared with any other party.


The information in this video refers to services or products which are not available in certain locations, or which, in any relevant location, may have components, methods, structures and terms different from the ones described, as well as restrictions on client eligibility. Please contact a Relationship Manager for details of services and products that may be available to you. Not all products or services are suitable and/or available for all types of customer.


The use of the label ‘HSBC Global Private Banking’, ‘we’ or ‘us’ refers to HSBC’s worldwide private banking business, and is not indicative of any legal entity or relationship. This video is not directed to, or intended for use by, any person resident or located in any jurisdiction where the distribution of such information is contrary to the laws of that jurisdiction, or where HSBC does not hold the necessary license or authorisation to distribute such information.


This information is entirely qualified by reference to the terms and conditions of the specific service, if any, provided by the relevant HSBC company.


The information contained in this video has not been reviewed in the light of your individual circumstances and is for information purposes only. It does not purport to provide legal, taxation or other advice and should not be taken as such. Please note that HSBC Global Private Banking does not provide legal and tax advice.


Nothing here is to be deemed an offer, solicitation, endorsement, or recommendation to buy or sell any general or specific product, service or security and should not be considered to constitute investment advice. If you have concerns about any investment or are uncertain about the suitability of an investment decision, you should contact your Relationship Manager or seek such financial, legal or tax advice from your professional advisers as appropriate.


While this information has been prepared in good faith including information from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and no responsibility or liability is or will be accepted by HSBC Global Private Banking or any part of the HSBC Group or by any of their respective officers, employees or agents as to or in relation to the accuracy or completeness of the information contained in this video. The information stated, opinions expressed and estimates given constitute HSBC Global Private Banking's best judgement at the time of publication and do not necessarily reflect the opinions and views of other market participants or other members of the HSBC Group. HSBC Global Private Banking is under no obligation to keep this information current or update it.


Where your location of residence differs from that of the HSBC entity where your account is held, please refer to the disclaimer at for disclosure of cross-border considerations regarding your location of residence.


Issued by The Hongkong and Shanghai Banking Corporation Limited.

@Copyright HSBC 2024


Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation.