Get access to credible, educational content and a network of leading industry experts spanning family legacy planning to luxury lifestyle connections.
30 sub accounts
Unlimited access to content
Variety of educational formats including interactive games, templates, activities and checklists
Information on exclusive experiences and destinations
Introductions to a network of industry leading experts (through “Ask an Expert”)
Exclusive invitations to events
Unlimited PDF downloads of all content
Advisor platform integration
Option to purchase additional pieces for white labeling
per month
per month
billed annually
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.
Instantly grow your credibility with your clients by providing them with expert articles that bare your company's logo, colors, and information.
Yes! However, we add new articles to the WealthCAP HUB® every month. If you decide to select all 16 articles at the time of registration, you could miss out on some great pieces you may want to co-brand. We recommend selecting your 4 articles at the beginning of each quarter.
We will always work with you to ensure that you receive all 16 articles over the course of 12 months.
Email us a request at info@successionadvisors.com and a team member will contact you.
Send us an email at info@successionadvisors.com
