At Wealth Succession, we understand that your financial journey is deeply personal and unique.
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.
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.
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.
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.
In many Ancient Greek and Roman tragedies, the dramatist introduced a “god” to resolve complicated or seemingly hopeless situations.
“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.”
Countless articles have been written, videos made, lectures and talks given on succession, succession in the context of estate planning, Wills, and the administration of deceased estates, but many people still do not know what they need to plan for.
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Office : +27 12 001 2704
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
- Planning for the Unexpected 15th October 2025
- Well-planned risk coverage is a well-protected legacy 11th September 2025
- Is Your Wealth Working for You? 28th August 2025
- Conversations that Count 28th July 2025
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