Every Filipino family has a story of sacrifice and perseverance behind the wealth they’ve built. Sun Life Grepa Financial, Inc. (Sun Life Grepa) wants to make sure that story doesn’t end with them.
Across Asia, an estimated USD5.8 trillion* in family wealth is expected to change hands between generations by 2030, the largest intergenerational transfer in the region’s history. Yet despite growing awareness of the need to plan, most families haven’t taken the steps to protect what they’ve built. Wills go unwritten. Succession plans stay unfinished. And wealth that took decades to build can unravel in a single transition.
