Lee Hishammuddin Allen & Gledhill is pleased to have collaborated with Jersey Finance for the third consecutive year in co-hosting a private wealth roundtable discussion, held on 10.6.2026 at our Kuala Lumpur office.

Held under the theme “Protecting Wealth in an Uncertain World: From Geopolitics to AI”, the session brought together practitioners from across the private wealth ecosystem, including trust consultants, family office advisors, investment management professionals, legal practitioners, tax advisors, governance specialists, financial literacy advocates, and other industry stakeholders.

The roundtable was moderated by our Partner, Chris Toh Pei Roo, together with Yiow Chong Tan, Director, Southeast Asia at Jersey Finance.

The discussion explored the increasingly complex landscape of wealth preservation, where traditional considerations such as tax, succession, governance and asset protection now sit alongside emerging risks involving cybersecurity, data privacy, artificial intelligence, deepfakes, geopolitical instability and digital assets.

Participants exchanged views on Malaysia’s Single Family Office incentive framework, the growing need for robust governance structures, and the importance of moving beyond patriarch-driven models towards more intentional succession and next-generation development. The discussion also considered the practical challenges faced by families with international assets, cross-border structures and increasingly dispersed investment portfolios.

The session further examined evolving investment preferences and liquidity considerations in an uncertain market environment. Attendees discussed how family offices and wealth owners are responding to inflation, currency volatility, geopolitical developments and changing asset preferences, including the continued relevance of real estate, the growing interest in digital assets, and the need for more resilient portfolio and liquidity planning.

A recurring theme throughout the discussion was the role of advisors in helping families professionalise the management of wealth. Participants emphasised the importance of education, collaboration and trusted long-term relationships, particularly as wealth owners become more discerning in assessing advisory structures, independence and the practical value that professional advisors bring.

The session concluded with an engaging exchange of views among attendees, followed by a networking lunch.

We extend our sincere thanks to Jersey Finance for their continued collaboration over the years, and to all speakers and attendees for contributing to a meaningful and insightful discussion.

12 June 2026

Lee Hishammuddin Allen & Gledhill