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Get access to credible, educational content and a network of leading industry experts spanning family legacy planning to luxury lifestyle connections

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Access to invaluable knowledge on trust & estate planning, wealth education, family governance, luxury lifestyle connections, and much more!

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View or download our white papers, primers, checklists, blogs, templates, workshops, and podcasts all under one easy-to-use Membership Portal.

A powerful tool for financial experts

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 PROVIDES OUR MEMBERS WITH AN UNPRECEDENTED AMOUNT OF INFORMATION AND ACCESS TO SUCCESSFULLY MANAGE WEALTH AND THE ACCOMPANYING LIFESTYLE NEEDS AND COMPLEXITIES ASSOCIATED WITH IT.

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!

Family Legacy
planning

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.

Luxury lifestyle connection

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. 

Wealth Resources

Education empowers individuals and families to engage in managing their wealth for growth and preservation. The knowledge and skillsets necessary to do so can now be developed outside the classroom, with direct access to an abundance of content in various mediums, tools, workshops and activities tailored to fit your personal needs and customized to how you learn best.

Featured Content

A Message From Our Founders

30+ years of experience in estate planning, wealth education, family governance, and luxury lifestyle connections

Succession Advisors was founded to serve as an informational resource for people hoping to learn about estate planning, family governance, and luxury lifestyle connections. Beyond sharing invaluable knowledge, however, we are also available to consult with families to address their specific concerns in each of these areas. These dual services are presented in tandem as information and consulting go hand in hand, working together in support of your future goals.

A Message From Our Founders

30+ YEARS OF EXPERIENCE IN ESTATE PLANNING, PREPARING FAMILY MEMBERS TO INHERIT WEALTH, AND LUXURY LIFESTYLE CONNECTIONS

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

Alison Marckstadt has over 15 years of experience in private equity and family office, supporting successful entrepreneurs and investors alike.

Sisi Provost

Sisi Provost has over 15 years of experience counseling families in the ultra-high net worth space.

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