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Closing the Year with Purpose: Wealth Beyond Money

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

Balance, Wellbeing and Legacy – Your most valuable Investments

9th December 2025/by Wealth Succession

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

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.

The curious case of the lesser seen funding mechanism

Trusts

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

Estate Planning

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

Estate Planning, Succession Planning

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.

News & Highlights
Connecting through quality conversations and informed dialogues

Closing the Year with Purpose: Wealth Beyond Money

Charting new horizons: Anthony Palmer Leads Wealth Succession’s expansion into Africa

Looking Back, Moving Forward: Wealth Succession’s 2024 Reflections

Succession Planning in 2024: A Fresh Perspective

The curious case of the lesser seen funding mechanism

The name is Bond, Mortgage Bond

Succession SA – The Guardians of your Legacy

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News & HighlightsConnecting through quality conversations and informed dialogues

GET IN TOUCH

NEWS & HIGHLIGHTS

SITEMAP

OUR COMMMUNITY

News & Highlights
Connecting through quality conversations and informed dialogues