L'Heritage at the Thailand Wealth Management Forum 2026 — Shaping the Future of Family Wealth

On 10 March 2026, L'Heritage was proudly represented at the Thailand Wealth Management Forum 2026, hosted by Hubbis at the prestigious Waldorf Astoria Bangkok. The full-day forum brought together Thailand's leading voices in wealth management, family offices, private banking, and global residency planning—creating a platform where ideas, insights, and strategies converged to define the next chapter of wealth advisory in the region.

Our Managing Director, Oak Samart, joined an esteemed panel of industry leaders as a featured speaker, contributing L'Heritage’s perspective on multi-family office advisory, legacy planning, and the evolving needs of ultra-high-net-worth families in Thailand and across Asia.

‍
A Moment Within a Larger Movement

The Thailand Wealth Management Forum is more than a gathering—it reflects a broader shift taking place across global wealth advisory. As wealth becomes increasingly international, families today are navigating a more complex landscape defined by cross-border investments, regulatory considerations, and multi-generational planning.

For L’Heritage, being part of this dialogue is essential. As a Thailand-rooted multi-family office, we operate at the intersection of local expertise and global perspective—guiding families through the structuring, protection, and long-term stewardship of their wealth.

This forum reaffirmed a central truth: wealth today is no longer just about performance. It is about continuity, alignment, and purpose.
‍

Perspective from the Panel

“Thailand’s wealth management landscape is maturing rapidly. Families today are looking beyond returns — they want a legacy that endures, one that reflects both their values and their vision for future generations.”

During the discussion, Oak Samart shared L’Heritage’s philosophy on legacy planning and the changing expectations of ultra-high-net-worth families. His perspective emphasized the importance of integrating financial strategy with family governance, lifestyle planning, and long-term vision.

At L’Heritage, we believe that wealth must be structured with intention—ensuring that it not only grows, but remains resilient across generations. Our role extends beyond financial management; we design frameworks that support continuity, clarity, and cohesion within families.

Key Themes from the Forum

The forum explored a range of timely and relevant themes that continue to shape the global wealth landscape:

• Cross-border estate planning — Structuring wealth across jurisdictions has become a fundamental priority for globally active families.
• Digital wealth platforms — Technology is transforming how wealth is managed, monitored, and transferred.
• ESG and impact investing — Families are increasingly aligning capital with long-term values and purpose.
• Family governance and succession planning — Critical to ensuring continuity across generations.
• Global residency and mobility strategies — Where lifestyle, tax positioning, and geopolitical diversification intersect.

These themes reinforce the importance of a holistic approach to wealth advisory—one that considers not only financial capital, but also human and generational dynamics.
‍

A Network That Reflects the Industry’s Depth

The forum brought together a distinguished group of global partners, including Henley & Partners, Morningstar, Interactive Brokers, and Janus Henderson Investors—reflecting the depth of collaboration that defines today’s wealth management landscape.

At L’Heritage, we embrace this collaborative model. Our platform is designed to integrate seamlessly with global advisors, ensuring that each family benefits from a coordinated and comprehensive strategy tailored to their unique needs.

Why This Matters for L’Heritage

Participation in forums such as this is not simply about presence—it is about alignment.

Families today are facing increasingly complex challenges:

• Multi-jurisdictional wealth structures
• Intergenerational transitions
• Global mobility and residency planning
• The need for cohesive governance frameworks

Our role is to bring clarity to this complexity—transforming fragmented decisions into a structured, long-term strategy.

This is what defines a modern multi-family office: not just managing wealth, but orchestrating it with purpose.

Event Overview

• Date: 10 March 2026
• Venue: Waldorf Astoria Bangkok
• Organised by: Hubbis
• L’Heritage Speaker: Oak Samart
  ‍

Looking Ahead

The conversations initiated at the Thailand Wealth Management Forum 2026 will continue to shape how wealth is understood, managed, and preserved in the years ahead.

We operate with a simple but enduring philosophy: wealth may be created within a lifetime, but legacy is shaped across generations.

A Continued Commitment to Legacy

L’Heritage remains dedicated to building lasting partnerships with families who seek more than financial outcomes. Our work is grounded in designing structures that protect wealth, align values, and enable continuity across generations.

If you would like to learn more about how L’Heritage can support your family’s wealth journey, we invite you to connect with our team.

Categories: Wealth Management · Family Office · Thailand · Events · Oak Samart · Legacy Planning · Hubbis

‍