Hong Kong Wealth-Transfer Disputes Worry Families, Sun Life Survey Finds

Hong Kong wealth-transfer disputes are a growing concern among families, with 44% of respondents worried their wealth may not be passed on and 64% of high-net-worth respondents fearing inheritances could trigger family disputes, according to a Sun Life survey.

About a third of respondents said their legacy goal is passing assets to the next generation, while 65% ranked safeguarding family financial stability as the top priority.

Sun Life’s Christine Yeung said longer life expectancy and market volatility are intensifying succession risks, reinforcing the need for planning.

Separately, chief executive Clement Lam said the insurer plans to redomicile back to Hong Kong from Bermuda.

Sun Life said its adviser force increased by 700 to more than 3,500 and is forecast to exceed 5,000 by end-2026, while annual premium equivalent rose 18% to HKD5bn(USD0.64bn) in the first half.