As we reach the midpoint of 2025, I want to take a moment to reflect on the journey we have shared so far and to look ahead with purpose and clarity.

Stepping into my role as Managing Director at the beginning of the year was both an honour and a responsibility I carry with deep commitment. This transition was not a change in leadership, but a strengthening of it. Together with Louis, our founder, we have formed a partnership rooted in shared values, complementary expertise and a singular vision: to position Wealth Succession as your most trusted partner in building, growing and protecting generational momentum.

This year marks a new chapter, not a change in direction, but a refinement of our purpose. We are focused on aligning your investment strategy with your legacy, ensuring your wealth is not only protected but positioned to thrive.

The first half of the year has been dedicated to refining our approach: ensuring your portfolios are strategically aligned, your family governance is clear, and your wealth structures are resilient. We also journeyed deeper into an understanding of the wealth life cycle; how wealth is created, preserved and transferred in the wealth relay between generations.

As we enter the second half of 2025, I invite you to join us in a Midyear wealth check-in: six key conversations to guide your planning and deepen your impact.

July – Succession Planning: Conversations that count

Have you had meaningful conversations with your family about your succession plan? These discussions may be uncomfortable, but they are essential. Your legacy deserves clarity.
Our expert guidance explores and explains why some families preserve wealth across generations while others don’t and how systems, governance, and communication play a critical role in that outcome.

August – Portfolio Performance: Is your wealth working for you?

Is your portfolio delivering the returns you expect? Let’s assess your diversification and ensure your risk is balanced with opportunity, especially with respect to accessing alternative asset classes such as hedge funds, private equity, private credit, structured notes and infrastructure which all reduce volatility and provide downside protection.

Our approach covers the Four Pillars of Wealth: Trusts, Personal Wealth, Corporate Wealth and Pension & Life Insurance and how each contributes to long-term resilience and intergenerational transition.

September – Coverage Strategy Review: Protecting what matters most

Is your life cover structured correctly? From product type to beneficiaries to premium pattern, this is a vital part of your estate and liquidity planning.

We guide you on how pension and insurance structures can be optimised within your broader wealth strategy, especially in the context of generational liquidity and estate equalisation.

October – Business Continuity: Planning for the unexpected

Do you have a plan in place should something happen to you? Your business needs governance and continuity to thrive beyond your presence.
We discuss the importance of corporate governance, key person planning and how to embed succession systems within your enterprise.

November – Tax Efficiency: Keep more of what you earn

Are your affairs optimally structured for tax? With evolving regulations across South Africa and the continent, now is the time to review and refine.
We include data privacy, cross-border compliance and how to ensure your structures are compliant, efficient and secure.

December – Wellbeing & Balance: Wealth beyond money

Are you investing in your health and relationships? True wealth includes wellness. Are you on track with your eating, exercise, sleep and mindfulness? Are you spending enough time with your family and creating balance in your life?

We close the year by discussing the importance of a family charter, fairness in succession and inter-family dispute resolution mechanisms, tools that protect not just wealth, but most importantly, relationships.

As always, our relationship with you remains the foundation of everything we do. Your trust inspires us to strive for excellence and to provide the clarity, care and confidence you deserve.

Please don’t hesitate to reach out to me or Louis directly to discuss your aspirations for the rest of 2025 and beyond.

Here’s to a second half filled with growth, clarity and meaningful progress.

Anthony
Managing Director, Wealth Succession

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