The Road Ahead: Passing The Baton To The Next Generation (Bonus Episode) Providend's Money Wisdom podcast

The Road Ahead: Passing the Baton to the Next Generation (Bonus Episode)

15d ago 10:17

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Legacy Beyond Wealth is a podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement and transitioning their business to the next generation.

In this final bonus episode of Legacy Beyond Wealth, Richard and Eva return to Providend with their children, David and Mary, to finalise their business succession plan. What began as a technical discussion about leadership and ownership has now evolved into a deeply personal family milestone.

After months of careful planning, structured assessments, and open conversations, the moment of truth arrives. With guidance from Client Adviser Chris and Business Exit Associate Director Jerome, Richard and Eva unveil their decision on the company’s next CEO and ownership structure.

At Providend, we believe true legacy planning is not about letting go, but about your legacy passing forward. It is about ensuring that what you have built with love and purpose continues to thrive for generations to come.

Listen to the earlier podcast episodes here on legacy planning:

Episode 1
Episode 2
Episode 3
Episode 4
Business Exit Bonus Episode 1

Music courtesy of ItsWatR.

The voice talents for this episode are Ray, Annette, Isaac, Client Advisers, voicing Richard, Eva, David, our CEO, Christopher, voicing as their Client Adviser, Helen as Mary, Jerome, voicing as the Business Exit Associate Director, at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

The full list of Providend’s Money Wisdom podcast episodes from Season 4 can be found here.

Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.

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153 episodes