Next Generation Wealth, Legacy & Family Offices | ek Public Voices
Now available to watch or listen on all major streaming platforms.
Now available to watch or listen on all major streaming platforms.
In Part Two of Karam Singh’s double feature episode on ek Public Voices, Karam explores the family office conversation through the lens of the next generation.
This episode focuses on the younger family members who may one day inherit significant wealth, join a family office, or become responsible for shaping the future of a family’s legacy.
Karam discusses how inheriting wealth can change a person’s priorities, identity, ambitions, and outlook on life and why it is important for the next generation to understand their own values before stepping into responsibility for family wealth.
Using the analogy of putting on your own oxygen mask before helping others, Karam explains why personal clarity matters before contributing to family legacy, governance, philanthropy, investment decisions, and long-term wealth planning.
The episode also explores the importance of building the right support network, including advisers across finance, governance, psychology, behavioural economics, and family dynamics.
Topics covered include:
Creating your own identity when born into or inheriting wealth
Understanding personal values versus family values
The responsibilities that come with significant inheritance
Educating the next generation on wealth, investment philosophy, and legacy
Building a support network around family wealth
Behavioural economics and family decision-making
Balancing wealth preservation with opportunity and risk
Whether younger family members should join the family office or family business
Navigating different lifestyles, visions, and priorities across generations
About ek Public Voices:
ek Public Voices is a conversation series hosted by ek Private Advisory exploring global markets, wealth, leadership, and long-term thinking through thoughtful discussions with leaders across finance, business, and advisory.
WATCH PART ONE OF THIS DOUBLE FEATURE.
Important
Karam Singh, Authorised Representative of Capella Advisory Pty Ltd ABN 54 669 300 163 AFSL no. 550125. He can be reached at ksingh@ekprivate.com.au or 1300 193 136
The information in this publication is factual information, and not financial advice. The information is objectively ascertainable information and is not tailored to your personal circumstances. You should consider obtaining financial advice before making a decision in relation to this information.