BRI Private Collaborates with mylegacy.id to Offer Inheritance Planning Services

Wealth is not just about what a family possesses today, but also about what it intends to safeguard and pass on to the future. However, the process of transferring family wealth is not always straightforward. The larger and more complex the assets, the more crucial meticulous planning becomes to preserve assets, values, and family harmony. This issue is increasingly relevant amid the global growth of high-net-worth individuals (HNWIs). The Capgemini World Wealth Report 2026 noted that global HNWI wealth rose by 8.7% in 2025 to a record US$98.3 trillion, with the population increasing by 7.9% to 25.3 million by the end of 2025. This growth indicates that wealth management is no longer just about accumulation, but also about sustainable preservation and transfer. In Indonesia, the issue of inheritance planning is particularly relevant for families with complex assets, including businesses. For such families, succession involves not only the division of property but also business continuity, the readiness of the next generation, and the values to be inherited. Despite this, a PwC Family Business Survey 2025 Indonesia recorded that only 13% of Indonesian family businesses have a will. Clear documentation and planning can help families map out asset management, role distribution, and the values to be passed on to the next generation. To assist with structured family inheritance planning, BRI Private has collaborated with mylegacy.id to provide consultation and planning services tailored specifically for its clients. BRI Private is the premium banking service of Bank BRI, offering exclusive banking experiences. Through mylegacy.id, BRI Private clients can access inheritance planning consultations with professionals. The service is designed to help clients formulate personal and comprehensive wealth transition strategies, from asset mapping and transfer preparation to risk mitigation that minimises potential family conflicts over future asset distribution. The programme is intended for BRI Private clients and BRImo users with Assets Under Management (AUM) of Rp 15 billion, primarily targeting HNWIs, especially Indonesian citizens who wish to plan their family inheritance comprehensively. Through this synergy, BRI Private emphasises that inheritance planning is not merely about the division of physical assets. This strategic process is a key pillar in maintaining the sustainability of wealth, principles, vision, and family harmony across generations. Supported by professional guidance, clients can map out their family’s specific needs, understand various legal options that ensure compliance, and formulate a wealth transition strategy aligned with long-term goals. As an exclusive added value, mylegacy.id is offering a Special Inheritance Consultation Package for BRI Private clients, providing access to professional consultations to help structure a directed family wealth transition plan. This consultation serves as a first step for clients to understand their family’s needs, long-term objectives, asset structure, and the right strategies to preserve wealth and family values. BRI Private is committed to being a trusted partner for clients in managing and transferring family wealth to the next generation. With the support of mylegacy.id, the inheritance planning process is expected to be more structured, directed, and compliant with applicable laws according to each family’s needs. This Special Inheritance Consultation Package programme is valid until 28 February 2027.