Sun Life Asia study finds 52% cite heirs’ readiness as top threat to preserving family wealth

• Sun Life published an Asia legacy-planning study flagging heir readiness as the top threat to preserving family wealth.
• 70% worry wealth will not survive the next generation; only 20% feel fully prepared to pass on a legacy.
• Beneficiary readiness led concerns at 52%, ahead of market volatility at 49% and family conflict at 44%.
• Families with fully documented, communicated plans rose to 22% in 2026 from 10% in 2025; those with no plan fell to 15%.
• High-net-worth respondents focused on investment decisions, tax or legal complexity, adviser trust; only 20% flagged disputes as a major risk.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Sun Life Financial Inc. published the original content used to generate this news brief on September 24, 2026, and is solely responsible for the information contained therein.