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Sun Life Asia study flags heirs’ readiness as top risk to preserving family wealth across generations

PUBT·09/25/2026 04:02:53
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Sun Life Asia study flags heirs’ readiness as top risk to preserving family wealth across generations
  • Sun Life report finds 70% in Asia worry their wealth will not survive the next generation despite wider legacy planning uptake.
  • Heir readiness ranks as the top threat to wealth preservation, cited by 52% of those concerned, ahead of market volatility at 49%.
  • Documented, communicated legacy plans rose to 22% in 2026 from 10% in 2025; those with no plan fell to 15% from 31%.
  • Only 20% feel fully prepared to pass on a legacy, little changed from 19% a year earlier.
  • High-net-worth respondents focus on investment risk, tax complexity, adviser trust; 37% cite poor investment decisions, 29% tax or legal complexity.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Sun Life Financial Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: 202609250001PR_NEWS_EURO_ND__EN56852) on September 25, 2026, and is solely responsible for the information contained therein.