The Importance of Custodianship in wealth management
Safeguarding your family’s future across generations
Author Archive for: Wealth Succession
Entries by Wealth Succession
Embracing the future: Our rebranding journey
Uniting tradition and innovation with a new look
New Year – New Leadership: Growing together in 2025
At Wealth Succession, we understand that your financial journey is deeply personal and unique.
Charting new horizons: Anthony Palmer Leads Wealth Succession’s expansion into Africa
In our year-end message we alluded to some great things to come for Wealth Succession in 2025. Our business created a great ecosystem between wealth and succession advisors and our client families.
Looking Back, Moving Forward: Wealth Succession’s 2024 Reflections
As we approach the end of 2024, it is with a great sense of gratitude that I get to close off the year with a letter of thanks to you.
Succession Planning in 2024: A Fresh Perspective
Countless debates, articles and even funny adverts have been dedicated to the topic of succession as we near the “great wealth transfer” from the baby boomers to their successors.
The curious case of the lesser seen funding mechanism
Trusts are fantastically peculiar and continue to confound jurists and legal scholars and have been doing so for hundreds of years.
The name is Bond, Mortgage Bond
In Roman Times, an heir could receive a nasty surprise when the will of a deceased parent was read. In Roman Times, an heir could inherit a parent’s debt.
Succession SA – The Guardians of your Legacy
Every man, in proportion to his virtue, considers himself, with respect to the great community of mankind, as the steward and guardian of their interest in the property which he chances to possess.
Succession SA – The Living Will – a modern Deus ex Machina
In many Ancient Greek and Roman tragedies, the dramatist introduced a “god” to resolve complicated or seemingly hopeless situations.