The seminar opens up a broader perspective on the financial journey of customers and families, from asset management and development to preparing for the transition between generations. Through this, VietinBank aims to expand its accompanying role, while connecting customers with suitable experts in in-depth asset management issues.
The seminar was attended by Mr. Tran Cong Quynh Lan - Deputy General Director of VietinBank; Mr. Le Viet Duc - Retail Director; Mr. Nguyen Huy Quang - Chairman of the Board of Directors of VietinBank Insurance (VBI), along with experts from BCG, AFA Group, ICML and representatives of the next generation.
From "how to get more" to "how to preserve and continue
Opening the seminar, Mr. Tran Cong Quynh Lan - Deputy General Director of VietinBank said that when customers have gone through a long journey of building businesses, financial questions gradually shift from growth to preserving achievements and preparing successors.
The question is no longer just'how to get more', but gradually changing to'how to preserve and continue for future generations'. Transfer is not only a story of assets, but also a story of belief and preparation in each family" - Mr. Tran Cong Quynh Lan, Deputy General Director of VietinBank, said.
According to BCG's Global Wealth Report 2026, in Singapore, Malaysia and Indonesia, 40 - 50% of large enterprises are still operated by founders, the middle age of the head is over 70 - showing that the transition problem is becoming increasingly urgent in the region.
For business families, transfer is not only about determining who receives assets, but also about the problem of ownership structure, the willingness of the next generation and the value the family wants to preserve.
Multilateral dialogue on a long-term problem
The seminar consists of two sessions, approaching both the founding and successor generations. The first session discussed the starting time of preparation, asset governance structure and how to transfer ownership in the transitional period.
In the second session, representatives of the next generation shared experiences participating in family businesses, and discussed the F2 capacity that needs to be prepared to receive and develop achievements.
The speakers emphasized: Transfer needs to be prepared before handover time - not only in terms of assets, but also in dialogue between members and the willingness of the next generation.
VietinBank expands its role as a companion on the financial journey
With VietinBank, changes in priority customer needs also set requirements to change the way of serving - from a separate product to understanding customers in the picture of Family - Business - Assets.
If banks only have relationships with the generation that built them and wait until the transition time to start getting acquainted with the next generation, then in my opinion it is too late. Financial relationships should not end in one generation" - Mr. Le Viet Duc, Retail Director of VietinBank, said.
VietinBank's companionship extends from cash flow management, asset development, personal and corporate sponsorship, achievement protection, to preparing for the next generation - while connecting customers with suitable experts in the ecosystem.
Building Foundations - Building the Future" is not a single activity, but a starting point for deeper dialogues with each family, which VietinBank continues to accompany after the program.
Accompanying family, through generations
The program is part of VietinBank's development orientation towards a more comprehensive companionship with Preferred Customers - a place where customer relationships expand according to family and generational journeys.
From managing each transaction to accompanying on the financial journey. From serving one individual to understanding the whole family. From meeting today's needs to preparing for the next generation.
That is the journey VietinBank is gradually building - towards the role of a reliable financial hub, connecting the right capacity to join customers in preserving and continuing sustainable values.
