Thought Leadership

Stewardship by Design: Preparing Asia’s Next Generation for Leadership and Impact

October 2026

Successful succession is about more than transferring wealth. It is about developing the people who will steward it. Building on WMI’s 2025 report, Asia’s Succession Moment-Closing the Planning Gap to Safeguard Legacy, Stewardship by Design shifts the focus from the planning gap to the development gap:...

Giving Across Generations: A Century of Rockefeller Family Philanthropy and Innovation

跨越世代: 洛克菲勒家族慈善事业的百年传承与创新

September 2026

【Chinese version below｜请见下方中文内容。】 What does it take to carry family responsibility forward across? Asia is entering an era of significant intergenerational wealth transition. Yet succession is not only the transfer of assets, ownership, and control. It is also the longer work of preparing people, relationships, and institutions...

The Changemaker’s Compass:
Navigating Excellence in Asian Philanthropy

July 2026

The Changemaker’s Compass is written for practitioners who sit in those conversations every day—private bankers, family office and foundation teams, as well as philanthropy advisors and professionals navigating complex giving decisions. Background Across Asia, philanthropy advisory sits at the intersection of private wealth, public purpose, and cultural...

Asia’s Succession Moment: Closing the Planning Gap to Safeguard Legacy

September 2025

Welcome to the inaugural edition of our research series on family succession and legacy. Across Asia and beyond, family enterprises aim to preserve both their businesses and values. Yet, despite clear intentions and growing institutional support, succession planning is often delayed. Succession is not a handover; it...