Asia’s family offices shift gears as generational wealth, and portfolio strategy evolve
Lighthouse Canton
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A growing cohort of Asia’s family offices is reorienting from capital preservation toward more diversified, performance-driven investment strategies. This comes as both next-generation wealth inheritors and newly affluent business owners push for institutionalisation, global exposure, and alternative asset allocations.
In a recent conversation with LC IDEAs: Views & Insights, Charlene L. , Managing Director, Strategic Growth (North Asia and Southeast Asia) at Lighthouse Canton , said the shift is being shaped by intergenerational dynamics, capital market developments, and structural shifts in wealth across Asia.
“We’re seeing next-generation family members increasingly drive the investment agenda, and in many cases, they are not just participating—they are actively reconfiguring the family’s risk appetite, diversification strategy, and overall governance frameworks,” she noted.
How significant is the wealth transfer happening?
Source: 2025 EY Global Wealth Research ReportSource: 2025 EY Global Wealth Research ReportSource: 2025 EY Global Wealth Research ReportSource: 2025 EY Global Wealth Research ReportEY Global Wealth Research ReporThe 2025 EY Global Wealth Research Report highlights the total value of inherited wealth transfers over the next 20 to 25 years at approximately USD 80 trillion. The consulting firm through its survey also found out that clients increasingly view financial planning for inheritance or wealth transfer as becoming more complex. It has grown to 45% from 31% in just two years.
While first-generation founders remain rooted in operational experience and traditional asset classes, their successors—many of whom have international exposure and professional education—are seeking opportunities in areas such as digital assets, ESG-aligned businesses, and private markets.