Succession Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · Florida, United States · 11-50 Employees
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Overview
Headquarters
2121 Ponce De Leon Blvd Ste 420, Coral G...Phone Number
(305) 447-0070Website
www.succession-group.comRevenue
$6.1 MillionIndustry
ZI Rank: 1
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About Succession Group
At The Succession Group, we help our clients create their own legacies. Often, this involves addressing their wealth and business transfer needs, as well as the transfer of their personal and professional values. We help our clients to determine and ensure who will receive their assets; how their assets will be distributed and utilized; and in the case of valuable art or other valuable collections, how their assets will be preserved. Under the direction of Managing Partner Peggy Hollander, who has more than 20 years of experience in the field of wealth and business transfer, and often in concert with other professional advisors, our planning professionals formulate cost effective and comprehensive plans to meet the needs of high net-worth clients in the United States and abroad. When appropriate, we utilize insurance products as a component of our planning.Explore more
Succession Group Org Chart
PH
Managing Partner
AW
Business Administrator
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At The Succession Group, we help our clients create their own legacies. Often, this involves addressing their wealth and business transfer needs, as well as the transfer of their personal and professional values. We help our clients to determine and ensure who will receive their assets; how their assets will be distributed and utilized; and in the... Read More
