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

Succession Planning in 2024: A Fresh Perspective
Succession PlanningCountless 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
TrustsTrusts 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
Estate PlanningIn 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
Estate Planning, Succession PlanningEvery 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
Estate Planning, Succession PlanningIn many Ancient Greek and Roman tragedies, the dramatist introduced a “god” to resolve complicated or seemingly hopeless situations.

Succession SA – Dying without a valid Will
Estate Planning, Succession Planning“Oh, the shock and horror”, laments the social media darling to her gasping social media audience. “If you die without a Will, the big-bad-wolf Government will take all you have, including your children”. Hurry to the business I am promoting so selflessly to you and save your wealth and save your children.”
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Office : +27 12 001 2704
Email: info@wealthsuccession.co.za
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474 Lynnwood Road,
Lynnwood, Pretoria, 0081
Monday – Friday: 9am to 4pm
NEWS & HIGHLIGHTS
- Turning aspirations into lasting impact. Preserving legacies and building financial prosperity. 15th April 2025
- Building bonds that last: The heart of Wealth Succession 18th March 2025
- The Importance of Custodianship in wealth management 24th February 2025
- Embracing the future: Our rebranding journey 22nd January 2025
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