Continuing Our Journey of Legacy and Leadership
News & Highlights

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.

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.
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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
- Africa’s wealth landscape: Why succession planning matters more than ever 1st July 2026
- Where plans meet life: A mid-year pause 3rd June 2026
- The future of African wealth in a digital age 13th May 2026
- Leadership & legacy 26th March 2026
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