KUALA LUMPUR – The Family Wealth Blueprint 2026, organised by Marvel Capital Holdings Ltd, was successfully held on 31 October 2026 at Connexion Conference & Event Centre, uniting individuals and professionals for an insightful exploration of family wealth planning, wealth preservation and legacy strategies.
The forum brought together perspectives on probate, family trust structuring and private assets, providing practical ideas on how families can approach estate and wealth planning more comprehensively; from legal succession and ownership structure to liquidity, investment management and intergenerational wealth transfer.
The event itself focused on the growing importance of family wealth planning, wealth preservation and intergenerational wealth transfer. Through professional insights and discussions, the programme aimed to raise awareness of how family trusts and structured wealth stewardship can help individuals and families protect their assets and plan for future generations.
Arranging Wealth Distribution is Key
Dr Eva Wong, Vice President – Business Strategy at Marvel Capital Holdings Ltd, said many families focus more on accumulating wealth but less on considering how that wealth should be managed and distributed across generations.
“A Will is important, but it may not answer every question a family has,” Wong said. “Families also need to think about who should benefit, when wealth should be distributed, how it should be managed and what happens when circumstances change.”
Wong added that these questions become more complex when families own businesses, have children with different needs, hold overseas investments or have beneficiaries living in different countries. For suitable families, an offshore family trust may form part of the overall wealth-planning structure, particularly where cross-border assets, beneficiaries or currencies are involved.
“Offshore planning should not simply be about moving money overseas. It should begin with the family; where the assets are, who the beneficiaries are and what the family wants the wealth to achieve over the long term.” Wong said.
She also stressed that a trust should not be confused with an investment product. “A trust provides the structure for how appropriate assets are held, administered and distributed. Investment performance comes from the underlying assets and investment strategy”, she said.
What Do You Want Your Wealth to Continue Doing for Your Family?
One of the central concepts presented by Marvel Capital was that different parts of family wealth should have different jobs. For example, some for liquidity, some for income, some for long-term growth and some for legacy purposes.
“We don’t start by asking how much someone wants to place into a trust,” Wong said. “We start by asking: What do you want your wealth to continue doing for your family?”
Marvel Capital’s role includes offshore trust advisory, wealth structuring, and working with professional trustee relationships in jurisdictions including Hong Kong and Labuan. The forum aims to increase awareness of structured family wealth planning, offshore trusts and cross-border succession among business owners, professionals, investors and emerging high-net-worth families.
