Overview
- A Lombard Odier survey published late May found 64.2% of Asia‑Pacific high‑net‑worth respondents said preserving family wealth was their top priority yet only 26.9% had a full succession plan and 39.4% had no plan.
- Survey work between December 2025 and February 2026 covered more than 390 people with at least $1 million in investable assets across Asia‑Pacific and was presented by Lombard Odier executives at a Singapore roundtable.
- Lombard Odier executives said generational disengagement drives the gap because older family heads often retain control and have not involved heirs in governance or leadership discussions.
- Japan, the Philippines, Malaysia and Hong Kong were singled out as least prepared, with about half of respondents in those markets saying they had no plan or felt planning did not apply to them.
- Respondents also cited short‑term economic fears—more than half worry about a recession and nearly half fear an equity‑market correction—which advisers say increases urgency for clear governance and professional succession tools.