Continuing Our Journey of Legacy and Leadership
News & Highlights

Building bonds that last: The heart of Wealth Succession
Estate Planning, Financial Advisors, Financial Planning, Succession Planning, TrustsThe transformative power of strong relationships in ensuring seamless wealth transfer across generations.

The Importance of Custodianship in wealth management
Financial Advisors, Succession PlanningSafeguarding your family’s future across generations

Embracing the future: Our rebranding journey
Financial Advisors, Succession PlanningUniting tradition and innovation with a new look

New Year – New Leadership: Growing together in 2025
Financial Advisors, Succession PlanningAt 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 PlanningIn 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 PlanningAs 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.
GET IN TOUCH
Office : +27 12 534 5035
Email: info@wealthsuccession.co.za
PRETORIA OFFICE
@Lynnwood, First Floor, Room 7
474 Lynnwood Road,
Lynnwood, Pretoria, 0081
Monday – Friday: 9am to 4pm
NEWS & HIGHLIGHTS
- The future of African wealth in a digital age 13th May 2026
- Leadership & legacy 26th March 2026
- The Heart of Family Wealth 27th February 2026
- A New Year Unfolding 27th January 2026
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