Successions is the technology that helps individuals, families, and wealth professionals map, understand, and prepare estates for what comes next.
Over the next 25 years, more than half of the world's wealth will change hands, including $84 trillion in the U.S. alone.Successions is the first AI-native platform helping entrepreneurs, families, and savers transmit not only wealth, but the values behind it, in a system still fragmented, slow, and inefficient.
START NOWInventory is the starting point for Successions — a living view of an estate that can be kept current as assets evolve and used as the foundation for future planning and succession tools.
Inventory gives you a living view of your estate: one place to map what you own, keep it current as assets evolve, and create the foundation for what comes next.
See the full picture.
Reflect changes as assets evolve.
Create the foundation for succession, tax and future planning.
A current inventory becomes the foundation for everything that follows.
Successions is designed for individuals and families, and for the wealth managers, family offices and advisors navigating complex estates and generational transitions.
Designed around complex estates and intergenerational needs.
Designed with an international wealth context in mind.
Built with privacy, continuity and long-term stewardship at the center.
VALESuccessions’ expert AI agent, providing intelligence and powerful reasoning across the ecosystem, built on a bespoke knowledge base.
Build a clear, living picture of your estate and prepare it for what comes next.
A living record of everything you own, wherever it is held. Property, investments, business interests and the objects collected over a lifetime, documented, kept current and understood.
Some of what you own has a clear market price. Some has never been valued, and some may have been forgotten altogether. Yet a simple question remains surprisingly hard to answer: what do you actually own, and what is it worth?
Sees your deposits.
Sees your investments.
Holds the trusts and the deeds.
Each sees a fragment. Inventory is where the whole estate comes together.
The bank account, the family home, the startup shares, the painting inherited decades ago. Inventory records them side by side, each with its location, jurisdiction, value and liquidity, so the whole estate can finally be seen at once.
A figure is only as good as the document behind it. Keep the deed, the appraisal and the statement with the holding they describe. Every valuation is dated, and each holding has its own review cadence, so you know what still holds and what is due.
Knowing what you own is the first step toward understanding what you might build. See how your wealth divides across liquidity and jurisdictions, how much of its value rests on a formal appraisal, and exactly which holdings need attention, whether you are planning a succession or simply your next move.
Your wealth manager, lawyer and accountant each work from part of the picture. Show them the whole of it, or show a family member, without emailing documents back and forth. You decide who sees it.
Grant read-only access to anyone you trust.
Access ends the moment you say so.
Every estate shared with you, in one place, always current.
Inventory is built on technology first developed for banks and family offices, where accuracy and confidentiality are non-negotiable. That same rigour and discretion now extends to anyone who wants a complete picture of their wealth.
Your data is secured in storage and in transit using quantum-resistant encryption.
Every estate is kept separate from every other, enforced in the database itself.
Every change is recorded in a full history you can review at any time.
An inventory should evolve with you over a lifetime, as you acquire assets, build businesses, inherit property and decide what comes next. Here is some of what we are building toward.
The statements, renewals and valuations you already receive become proposed updates you simply approve, so your estate keeps itself current.
Successions’ AI agent reviews each holding on its own cadence, surfacing value drift, legal changes and the actions worth taking.
Trusts, joint ownership, beneficial shares and holdings within companies or funds, recorded as they really are.
The property, business interests and collections on your inventory unlock liquidity, helping fund a new venture or the next generation’s ambitions.
Free during our introductory period. Early members may also be offered first access to new Successions tools as they open to individuals.
Financial literacy doesn't transfer alongside wealth. Academy gives estate owners and their heirs a shared language, shared values, and a plan — before it's too late.
Caused directly by heirs who lacked proper preparation for succession.
Academy reduces NextGen churn. Your clients' heirs become your clients — prepared and loyal.
Tailored retreats for estate owners and heirs — structured to build trust, financial understanding, and a shared vision for what comes next.
Families gain a clear, shared picture of what they own, where it's held, and how it's structured.
Practical education on estate tax, trusts, gifting strategies, and decisions to make before any transfer.
Next-gen members learn to engage meaningfully with wealth managers and understand the portfolios ahead.
Facilitated sessions translate shared values into governance frameworks that endure beyond the transfer.
81% of AUM is at risk of churning when wealth transfers to an unprepared next generation. Academy is the intervention that keeps those assets — and those relationships — intact.
Most startup employees discover their after-tax proceeds only after the deal closes. Exit gives wealth managers and their clients a clear, scenario-based picture before any decision is made.
Illustrative only. Not financial or tax advice.
ISOs, NSOs, RSUs — enter grant details and vesting schedule.
Model an IPO, secondary sale, or M&A at different valuations and timing.
Federal + state tax, AMT exposure, and net proceeds — surfaced clearly.
With liquidity confirmed, wealth managers begin structuring the estate around real numbers.
Expected to change hands over the next 2–3 decades. Liquidity events are the starting gun.
Federal + state tax, AMT, ISOs, NSOs, RSUs — all modeled for US-based equity holders. IPO, secondary, or M&A.
A proprietary AI agent that helps wealth managers and private banks build efficient, personalized estate tax strategies for HNWI clients at a scale that wasn't previously possible.
Estimated reduction in estate planning workload, enabling firms to serve dramatically more clients.
Of estate value disappears in taxes and fees when families transfer wealth without proper preparation.
Deploys on your firm's encrypted data, cutting estate planning workloads by up to 90%. Advisors focus on relationships, not administration.
Optimized strategies for each client based on their asset composition, jurisdiction, and family structure.
Deploys on your firm's encrypted documents and archives. No data leaves your environment.
Initial focus on high-net-worth individuals, with a roadmap toward broader accessibility.
Launching with U.S. wealth management partners, with European expansion via BNP Paribas and select Swiss private banks including UBS, Lombard Odier, and Syz.
We are a team of fintech, AI, and wealth management experts building the infrastructure for the largest intergenerational wealth transfer in history, empowering the banks and institutions that will carry it forward. Our cofounders combine banking and technology: on one side, nine generations of wealth management heritage and deep human relationships; on the other, Silicon Valley engineering expertise bringing cutting-edge technology and precision to our AI-native products.
For partnership, press, or investor inquiries, contact us directly.
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For partnership, press, or investor inquiries, contact us directly.
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At Successions, the privacy and security of your data is foundational to everything we build. This policy explains what we collect, how we use it, who we share it with, and the rights you hold — whether you are based in the United States, the European Union, or the United Kingdom.
Successions, Inc. ("Successions," "we," "our," or "us") is an AI-powered technology company providing a software platform that enables financial advisors and their clients to model the tax implications of wealth transfer and equity succession events.
Successions is incorporated in Delaware, United States. For the purposes of applicable data protection law, Successions is the data controller of the personal information described in this policy.
Contact: privacy@successions.ai
We collect information in three ways: information you provide directly, data generated by your use of the platform, and information collected automatically.
Account information
Financial and tax data
All financial and tax data is treated as strictly confidential. It is accessible only to you and the authorized advisors or partners you expressly designate. We do not use client financial data for any purpose beyond delivering the service you requested.
Usage and analytics data
We use the information we collect to:
We take a strict need-to-know approach. We do not sell your personal information. We do not share data with advertisers.
Authorized partners and advisors
Client data may be shared with institutional partners — such as financial institutions or advisory firms — who are directly involved in the management or servicing of that specific client's account. Data is shared only with parties that have a direct relationship with the client and a demonstrated operational need. Client data is never shared with parties not directly involved with that client.
Service providers
We use a limited number of third-party service providers to operate the platform. These providers process data solely on our behalf, under strict contractual data processing agreements, and are prohibited from using your data for any other purpose. Categories include: cloud infrastructure, security monitoring, authentication services, and analytics (anonymized only).
Legal requirements
We may disclose information where required by applicable law, court order, or regulatory authority, or to protect the rights, property, or safety of Successions, our users, or the public.
Business transfers
In the event of a merger, acquisition, or sale of assets, user data may be transferred to the successor entity. We will provide notice before personal data is transferred and becomes subject to a different privacy policy.
Security is foundational to our product. We implement the following protections:
No method of electronic transmission or storage is 100% secure. If you have concerns about your account's security, contact us immediately at security@successions.ai.
We do not use advertising cookies or tracking pixels. EU and UK users are presented with a cookie consent banner on first visit. You may manage cookie preferences through your browser settings at any time.
Depending on your state of residence, you may have the following rights:
California residents have additional rights under the CCPA as amended by the CPRA. To exercise any of these rights, contact privacy@successions.ai.
If you are located in the European Union or United Kingdom, you have the following rights under the GDPR and UK GDPR:
Legal basis for processing: Performance of a contract, legitimate interests (platform improvement and security), legal obligation, and consent (cookies and optional communications).
Right to complain: EU users may contact their national data protection authority. UK users may contact the Information Commissioner's Office (ICO) at ico.org.uk. We respond to all GDPR / UK GDPR rights requests within 30 days.
Successions is based in the United States. If you are in the EU or UK, your data will be transferred to and processed in the United States. We ensure such transfers comply with applicable law using Standard Contractual Clauses (SCCs) approved by the European Commission, and the UK International Data Transfer Agreement (IDTA) where applicable. Contact privacy@successions.ai for details on specific safeguards.
The Successions platform is intended solely for financial professionals and adult clients. We do not knowingly collect personal information from individuals under the age of 18. If you believe a minor has provided us with information, contact privacy@successions.ai and we will promptly delete it.
We may update this policy from time to time. When we make material changes, we will update the "Last updated" date above and notify you via email or in-platform notice where appropriate. Continued use of the platform after changes take effect constitutes acceptance of the updated policy.
Questions, concerns, or requests relating to this policy or our data practices:
© 2026 Successions, Inc. All rights reserved.
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