Family Office Insights
- Kimberlee Connell
- October 14, 2021
Get access to credible, educational content and a network of leading industry experts spanning family legacy planning to luxury lifestyle connections
Access to invaluable knowledge on trust & estate planning, wealth education, family governance, luxury lifestyle connections, and much more!
View or download our white papers, primers, checklists, blogs, templates, workshops, and podcasts all under one easy-to-use Membership Portal.
The WealthCAP HUB® arms financial professionals with the knowledge and tools to better serve their clients and prepare for meetings to the fullest extent.
Succession Advisors was founded by two professionals with longstanding careers supporting some of the most successful and high profile families in the World as they accumulate, inherit, administer and enjoy their wealth. Meeting the expectations of these clients takes information, access and knowledge that for the first time, is now available to each of our Members directly.
Gain 24/7 access to a wealth of knowledge provided by industry experts with a combined 30+ years of experience in estate planning, wealth education, family governance, luxury lifestyle connections, and much more!
Integrating your trust and estate planning with family purpose, next generation stewardship, and governance practices means your wealth is preserved today while your family’s legacy is sustained long into the future.
What used to only be accessible to the wealthy is now available to our members. Get insider access, exposure, and insight into the most exclusive experiences, destinations, precision estate management resources, and services once reserved only for the elite.
Family Office Insights
Risk Management
Wealth Education Tools
Risk Management
We came together with a vision of giving direct access to a thoughtfully curated network of industry experts, innovative ideas, and educational content for self-learning that can be applied by anyone – individuals, families, and wealth professionals in service to their clients. Through our decades of hands-on experience, training, knowledge and education, we created a platform making accessible to all the type of information you only get if you pay big dollars to big firms and institutions; our mission is to put everyone on a level playing field when it comes to planning for your wealth and having the luxuries in life you want to experience. Whether gaining access through our membership portal or engaging us directly for consultation, Succession Advisors gives you control. Your legacy. Your lifestyle.
Alison Marckstadt has over 15 years of experience in private equity and family office, supporting successful entrepreneurs and investors alike.
Sisi Provost has over 15 years of experience counseling families in the ultra-high net worth space.
None of the content or services offered on or through the Website are, nor are intended to be, legal, tax, accounting, investment or other professional advice or a substitute for advice of an attorney, tax advisor, accountant, investment advisor or any other professional. You agree and acknowledge that the content and services offered on or through the Website are intended only as general information and is not intended to be, and should not be relied upon as, professional advice. If professional advice or other expert assistance is required, you should obtain the services of a competent, professional person, and not rely on information provided in the content or services as a substitute for such advice or assistance. No attorney-client relationship exists or shall be deemed to exist between you and the Company. The Company is not in the business of rendering personalized investment advice.
