New Year – New Leadership: Growing together in 2025
As we step into 2025, I am honoured to introduce myself as the newly appointed Managing Director of Wealth Succession.
It is with great excitement and a deep sense of responsibility that I take on this role, one that reflects our commitment to strengthening and growing alongside you in the years ahead.
It is important to note that my new role is not a replacement but a partnership with Louis Venter, the founder of Wealth Succession. Together, we bring a complementary blend of vision, expertise and leadership to the firm, creating a formidable team. Louis’s steadfast dedication to the principles and values that define Wealth Succession will continue to guide us, while I will focus on refining our approach to include investment management, ensuring that your portfolios are strategically aligned for long-term success.
At Wealth Succession, we understand that your financial journey is deeply personal and unique. My priority as Managing Director is to ensure that every aspect of your family and financial life that we oversee is optimised to reflect your goals, protect your legacy, and capitalise on new opportunities in a dynamic financial landscape. Together with Louis, I am committed to delivering innovative solutions and personalised strategies that set your wealth on the path to even greater growth and resilience.
As a team, Louis and I share a singular vision: to position Wealth Succession as your most trusted partner, one that not only safeguards your wealth but also helps it thrive.
This is a new chapter for our firm, one that brings with it fresh opportunities for growth and innovation. Together with Louis and our dedicated team, I am confident that we will achieve remarkable results for you in the years ahead.
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.
As founders of their respective businesses, Louis and Craig will be at the forefront of designing the expansion and breaking new ground, with Anthony steering the growing business to excellence.
Please don’t hesitate to reach out to me or Louis directly with any questions or to discuss your aspirations for 2025 and beyond.
Here’s to an exceptional year ahead—one filled with growth, success and exciting possibilities.
Anthony Palmer
Managing Director: Wealth Succession