Wealth Succession is an independent fiduciary company.
Wealth Succession (Pty) Ltd is a specialist advisory firm that designs and manages the wealth accumulation process for wealthy individuals and families – from the building phase to the transfer of wealth across generations.
The Wealth Succession concept is the result of many years of experience of its founders in the fiduciary/financial industry in South Africa, where many similar offerings are provided as an add-on or client acquisition strategy for financial services businesses.
Wealth Succession is built on the cornerstone of independence from any financial, Insurance or banking products and a pure advisory service for a fee. The fee-basis is important, as it is crucial for independence that it’s a business that is self-funded and where the master remains the client, not a bank, insurance or investment business who carries the cost of the service. We maintain that the fees payable to us, is much less than the sacrifice of getting independent advice paid for by an interested third party.
Over the years, the founders have developed specialised tools and expertise to manage the fiduciary life of a family and become the custodian or not only the plan, but also the execution thereof.
WHY CHOOSE US
The service offering is built around the unique principles of Generational Momentum and the Four-Silo approach to estate planning. Both these methods are unique to the business and provides a grid against which the existing estate planning of a client can be evaluated, and future planning done.
This understanding provides insight into the factors that can assist or hinder the successful transfer of wealth from one generation to the next. It is a planned and managed process and should not be left to chance.
All services are done within a family office environment where we assist with trusteeships, directorships, curatorship and executorships. Specialist partner firms are used where specialist work is required, and these partners span the globe. Our business becomes an extension of the client’s living room.