Welcome to Succession Global

We are a life insurance group consisting of a Canadian business unit “Succession Canada Inc.” and a US business unit “Succession America, Inc.”. Our clients are high net worth families: Canadian, US, and multi-jurisdictional. Our clients require solutions that are global in scope. In many situations the “status quo” is not sufficient. We work with our clients’ advisory teams, and implement solutions that most effectively achieve our clients’ desired objectives. We advise and consult with the highest level of legal, accounting, and financial professionals, nationally and globally, in order to realize our vision. We are aligned with pre-eminent North American and International partners to bring global solutions to meet our clients’ wealth objectives.

Our mission is to deliver the best in class solutions in order to assist our clients realize their wealth planning objectives and to enhance their multi-generational succession aspirations.

Our vision is to be recognized by our clients and professional partners as the firm that can most effectively assist in building, preserving, and effectively managing the intergenerational transfer of our clients’ succession capital.