News & Highlights
Connecting through quality conversations and informed dialogues

Turning aspirations into lasting impact. Preserving legacies and building financial prosperity.

Estate Planning, Financial Advisors, Financial Planning, Succession Planning, Trusts

We believe wealth is more than financial – it’s a legacy of trust, purpose and opportunity.

15th April 2025/by Wealth Succession

Building bonds that last: The heart of Wealth Succession

Estate Planning, Financial Advisors, Financial Planning, Succession Planning, Trusts

The transformative power of strong relationships in ensuring seamless wealth transfer across generations.

The Importance of Custodianship in wealth management

Financial Advisors, Succession Planning

Safeguarding your family’s future across generations

Embracing the future: Our rebranding journey

Financial Advisors, Succession Planning

Uniting tradition and innovation with a new look

New Year – New Leadership: Growing together in 2025

Financial Advisors, Succession Planning

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

Succession Planning

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

Succession Planning

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.