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!
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.
