Part 6: Next-Gen Leadership & Human Capital: Investing Where It Matters Most
The greatest investment family offices are making in 2025 isn’t financial — it’s generational.
Across Asia and beyond, families that once measured success in basis points are now measuring it in leadership capacity, trust, and shared purpose. The conversation has shifted from managing portfolios to nurturing people — from wealth preservation to legacy creation.
By 2030, nearly half of all family offices expect a significant leadership transition. What’s at stake isn’t just the management of assets, but the continuity of values, culture, and intent.
Beyond the Numbers
Despite their sophistication, many family offices remain under-prepared for this transition.
According to UBS’s 2025 Global Family Office Report, only 53% have a formal succession plan. The gap is sharp — below 40% in parts of North Asia versus 65% in Southeast Asia and the U.S.
The reasons are deeply human: reluctance to face succession timing, difficulty defining future leadership roles, and the emotional weight of “letting go.”
Forward-looking families are changing this. They’re forming junior boards, drafting family constitutions, and launching structured education pathways that prepare the next generation to lead with competence and conviction.
Building Human Capital
True resilience lies not just in financial capital, but in human and social capital.
Next-gen programs now integrate investment literacy, governance, philanthropy, and family heritage. Junior boards give younger members authentic oversight experience, building confidence and intergenerational trust.
Across the Asia-Pacific, this shift is accelerating. Campden Wealth reports that 65% of regional family offices now have formal succession frameworks — well above the global average — emphasising harmony, continuity, and leadership alignment.
The Decade Ahead
As we approach 2030, the most significant risk facing family offices may not be market volatility, but unmanaged succession and talent transition.
Those who invest intentionally in people — not just portfolios — will transform wealth into something more enduring: legacy, purpose, and shared leadership.
For family offices in 2025, the question is straightforward: How will leadership, trust, and shared values shape the stories of tomorrow?
Further reading: https://lnkd.in/gzQUz7xd
Get In Touch
For more information please contact Michael Velten.
michael@veltenadvisors.com
+6590687547
37 Ann Siang Rd, Singapore 069715
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