世代差距十分突出：只有 13.6% 的婴儿潮世代把顺利移交所有权与领导权视为首要关切，低于 Millennials 的 37.4% 与 Gen Z 的 30%。调查也指出，家族内沟通不足被视为主要问题的比例在婴儿潮世代仅 5%，但在 Gen Z、Millennials 与 Gen X 分别升至 30%、32.2% 与 32.6%。
区域上，日本、菲律宾、马来西亚与香港是最欠缺准备的市场之一，每个市场约有一半受访者表示没有继承计划，或认为相关规划不适用。该调查于 2025 年 12 月至 2026 年 2 月间访问澳洲、中国、香港、日本、马来西亚、新加坡、台湾、泰国与菲律宾逾 390 名可投资资产至少 100 万美元的高净值人士。
A Geneva-based private bank survey found that wealthy Asian baby boomers want to preserve fortunes across generations but often have not discussed wealth transfer with family or created formal governance structures. Among high-net-worth respondents across Asia-Pacific, only 26.9% said they had a complete succession plan, while 39.4% said they had no succession planning at all.
The generational divide was pronounced: just 13.6% of boomers ranked a smooth transfer of ownership and leadership as a top concern, versus 37.4% of Millennials and 30% of Gen Z. Communication gaps also widened, with only 5% of boomers saying poor openness could cause problems, compared with 30% of Gen Z, 32.2% of Millennials, and 32.6% of Gen X.
Regionally, Japan, the Philippines, Malaysia, and Hong Kong were among the least prepared markets, with about half of respondents in each saying they lacked a succession plan or that planning did not apply to them. The bank surveyed more than 390 high-net-worth individuals in Australia, China, Hong Kong, Japan, Malaysia, Singapore, Taiwan, Thailand, and the Philippines from December 2025 to February 2026; all had at least $1 million in investable assets.