Wealth Management Summit Asia 2026

L’Heritage at the Wealth Management Summit Asia 2026

Advancing the Conversation on the Future of Family Offices in Asia

L’Heritage was pleased to participate in the Wealth Management Summit Asia 2026, held in Singapore on 15–16 April 2026.

Organised by FT Live in collaboration with Professional Wealth Management, the summit convened senior leaders from private banks, family offices, investment firms and the wider wealth-management community to examine the forces reshaping private wealth across Asia.

The two-day programme explored how wealth owners and their advisers are responding to geopolitical uncertainty, evolving regulatory expectations, technological disruption and the increasingly international nature of private families.

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A Family Office Must Be Built Beyond Investment Management

As part of the summit, Oak Samart, Founder of L’Heritage, joined a panel discussion on the evolving landscape of family offices.

Moderated by Ernest Chan, the discussion brought together Oak Samart, Say Wei Neo, PBS, and Jonathan Shelley of 3 Capital Partners to examine the operational foundations required to manage a family office effectively.

The conversation moved beyond portfolio performance to consider the less visible—but equally consequential—elements of family-office stewardship.

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Compliance Is No Longer a Function. It Is a Foundation.

For families whose assets, members and interests extend across multiple jurisdictions, regulatory compliance cannot be treated as a periodic administrative exercise.

A resilient family office must be structured to meet current obligations while remaining capable of adapting as tax rules, reporting standards, ownership requirements and regulatory frameworks evolve.

The objective is not simply to maintain compliance today. It is to create a structure that can continue to operate efficiently and responsibly over time.

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Cybersecurity Has Become Personal

The risks facing wealthy families increasingly extend beyond institutional systems.

Digital identity, personal communications, confidential records, physical movements and family reputation are now interconnected. Consequently, cybersecurity must be considered as part of the family’s broader risk-management and governance framework.

Effective protection requires coordination between technology, legal, operational and personal-security considerations—supported by clear protocols and trusted oversight.

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Technical Expertise Must Be Accompanied by Judgement

Family offices require specialist expertise across investments, structuring, governance, tax, succession and administration. Yet technical capability alone is not sufficient.

What differentiates an enduring family office is the ability to integrate that expertise with experience, discretion and a deep understanding of the family.

Over time, this creates what may be described as nurtured wisdom: the institutional memory and considered judgement required to support decisions across generations.

From Wealth Preservation to Intelligent Stewardship

The discussions in Singapore reinforced a principle central to L’Heritage’s approach: the future of wealth is not defined solely by the preservation of assets.

It depends on the quality of the structures surrounding those assets—the governance framework, operating discipline, risk controls, succession mechanisms and trusted relationships that allow a family’s intentions to endure.

For internationally connected families establishing or strengthening their presence in Asia, this requires an approach that is coordinated, adaptable and grounded in long-term stewardship.

L’Heritage extends its appreciation to FT Live, Professional Wealth Management, the moderator, fellow panellists and participants for contributing to a thoughtful and relevant exchange on the future of family offices in Asia.

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