Wisdom In Wealth Transfer


Welcome to The Succession Group, home to wisdom in wealth transfer.

We work with affluent families and family owned businesses to assist with the transfer of their values as well as the transfer of their wealth, including their business interests, and their collectible assets such as valuable art. Our clientele in the United States includes families, individuals and businesses. Additionally, we work with international clientele who have family members, businesses or homes in the United States.

At The Succession Group, we emphasize collaboration and communication as the keys to effective succession planning. In this regard, we often formulate succession plans in partnership with other talented professionals, including our clients’ existing advisors. To learn more about The Succession Group, we invite you to visit one of the sections above, labeled “For Families, Individuals & Businesses” and “For Professional Advisors.”



The information in this website is not intended to constitute an offer to sell or a solicitation in connection with any product, security, or service. The information in this website is not intended to provide tax, legal, or investment advice. Financial professionals from The Succession Group may transact business only in states where properly qualified and may not provide individualized responses to inquiries in any state where not qualified. Financial professionals from The Succession Group do not provide legal or tax advice. PPG81187(11/12 Exp. 11/14)