As Filipino families prepare for one of the largest generational wealth transitions in modern history, EastWest brings estate planning to the forefront through its event series, Legacy Unlocked: The Power of Planning for Generations. The learning event, held at Solaire Resort North and Manila Hotel, gathered top clients, entrepreneurs, and business owners from key areas across Metro Manila, with representation from various EastWest Store divisions, to explore the vital role of succession planning in securing long term family and business prosperity.
The exclusive series, organized by EastWest’s Branch Banking Group, featured esteemed guest speaker Atty. Leo Cabrera, a leading authority on legacy and estate planning. As Founder of AMC Law and Chairman Emeritus of the Wealth Management Center, Atty. Cabrera shared practical frameworks on preserving wealth across generations, balancing legal strategy with family alignment and governance.
EastWest Chief Executive Officer Jerry Ngo opened the event, addressing the Bank’s clients and emphasizing the importance of preparing for the “Great Wealth Transfer,” a global shift expected to reshape how assets are transitioned to Gen X, millennials, and Gen Z.
Ngo stressed the importance of empowering the country’s business sector and enterprise owners to safeguard their legacy and remain relevant for future generations. He noted that the Bank’s support goes beyond financial assets, extending to the knowledge and capabilities needed to manage family businesses effectively and ensure their growth and longevity across generations. He invited the clients to fully soak in the learnings from these events, and to note that estate planning is a way to equip heirs not only with assets, but with the clarity and perspective to lead with confidence.
EastWest executives Jerry G. Ngo, CEO, and Broderick Santos, Branch Banking Group Division Head, with guest speaker Atty. Leo Cabrera and valued EastWest clients at the Legacy Unlocked event.
Attendees gained insight into frameworks for business continuity, leadership transitions, and estate preservation which are key elements for ensuring that generational wealth is protected and grows with purpose.
EastWest Branch Banking Head, Ivy Uy, highlighted that the Bank values providing curated learning sessions like these for their clients. She stressed that empowered successors are more likely to adapt, make thoughtful decisions, and carry forward a legacy that continues to grow in relevance and purpose over time.
EastWest’s Legacy Unlocked estate planning event welcomed a strong turnout of clients and guests, highlighting the importance of informed conversations on wealth and succession planning.
Legacy Unlocked advances EastWest’s relationship-driven approach by enabling clients to shape enduring financial strategies. These are built not only for wealth creation, but for thoughtful succession and long-term preservation. The Bank aims to offer more of these high-value experiences, guided by what matters most to its clients and with the goal of helping them navigate legacy planning with greater clarity and confidence.