News & Highlights
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Well-planned risk coverage is a well-protected legacy

Estate Planning, Financial Advisors, Financial Planning, Property Investment, Succession Planning, Trusts

Structure today to secure tomorrow.

11th September 2025/by Wealth Succession

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.

Succession Planning in 2024: A Fresh Perspective

Succession Planning

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.