Succession America

Succession America

Succession America, Inc. (“Succession America”) is a unique financial services firm that assists clients and their advisors with the execution of goal driven long-term financial and succession strategies. We work with our clients to deliver results against measurable benchmarks within an asset allocation and risk management framework. Our mandates are simplicity and safety.
We have successfully worked to assist high net worth families and businesses across North America to achieve their financial and succession objectives.