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.”