Growing wealth is only part of the journey. As families accumulate assets across jurisdictions and generations, equal consideration must be given to how that wealth is preserved, governed and ultimately passed on according to the family’s intentions.
These themes formed the focus of Rockstead Capital’s recent Investment Outlook H2 2026 event, where clients gathered for an intimate evening of market insights and an engaging fireside discussion featuring Lester Tay, Chief Executive Officer of Rockstead Capital, Sim Mong Teck, Founder and Managing Partner of Sim Mong Teck & Partners, and Ivan Lu, Partner at Charles Russell Speechlys.
The evening began with Rockstead’s Investment Outlook for the second half of 2026, where clients were taken through the firm’s latest market views, key macroeconomic developments and investment opportunities shaping the months ahead. Against an increasingly uncertain global environment, the session reinforced the importance of maintaining a disciplined, long-term investment approach while remaining responsive to changing market conditions.
The discussion then shifted beyond investment performance to another important dimension of wealth management: preparing families for the future.
During the fireside conversation, the panel explored several practical considerations that successful families often encounter as their wealth becomes increasingly international. Topics included succession planning, trusts, family governance and the challenges that can arise when assets are held across multiple jurisdictions.
One area that generated considerable interest was US estate tax and its potential implications for non-US persons holding certain US investments. The discussion highlighted that many investors are unaware of how cross-border assets may affect estate administration upon death, underscoring the importance of reviewing wealth structures early and ensuring that legal, tax and investment considerations are aligned. The focus throughout was on helping families navigate increasingly complex international wealth planning responsibly and within the applicable legal and regulatory frameworks.
The panel also discussed the role of Singapore’s Section 13O framework as part of a broader wealth management strategy. While often associated with tax incentives, the conversation emphasised that family office structures can also support investment governance, continuity and succession planning when implemented alongside appropriate legal and estate planning advice.
Bringing together expertise from investment management, private wealth law and international tax planning allowed clients to gain a more holistic perspective on the considerations that shape long-term wealth preservation. As families become increasingly global, these conversations are no longer reserved for the ultra-wealthy, but are becoming an important part of responsible wealth stewardship.
The evening concluded with clients continuing their conversations with the speakers and Rockstead’s advisory team over networking, reflecting the value of bringing together complementary expertise to address increasingly sophisticated wealth planning needs.
At Rockstead Capital, we believe wealth management extends beyond investment performance. It is about helping families make informed decisions with confidence, preserving the wealth they have built and preparing future generations for the responsibilities that come with it.
We extend our sincere appreciation to Sim Mong Teck & Partners and Charles Russell Speechlys for partnering with us to deliver an insightful evening of discussion and shared expertise.