Who We Are
Your Partner in Planning Your Legacy
At our core, we believe in clarity, confidence, and care. Our mission is to guide clients with expertise and integrity, providing structures that safeguard wealth and build long-term security.
Succeed Estate Planning and Trust Annual Conference
Come learn from the best when it comes to preparing for your Estate Planning. We invite you to our Succeed Annual Conference where you will learn the best Estate Planning Strategies to protect, multiply and preserve your wealth for the next generations.
Atlanta, Georgia | June 25 - 26
Our Experience
Over 20 Years of Trusted Expertise in Wealth Protection, Business Consulting, and Estate Planning Services.
Choose the path that fits your needs today, and let Succeed help you create a plan you can Trust for tomorrow.
Customized strategies to establish and manage irrevocable Trusts that stand the test of time.
Tailored entity planning to shield companies, investments, and personal assets.
Stay on top of your finances with clarity.
Advanced estate and tax efficiency solutions that preserve wealth across generations.
About Us
Thousands of Families and Entrepreneurs Have
Trusted Our Process
With a track record of helping clients safeguard millions in assets, we offer tailored estate solutions that last beyond a lifetime. Our mission is to protect, empower, and preserve ensuring what you’ve built continues for generations.
Our Trust Offers
Succeed's tiered Trust services ensure that no matter where you are in your journey, you’ll have the right structure
and support to build lasting security.
Foundation Package
- Estate Flow Chart, Entity Structures, 12-Month Training
- Premium Family Trust Setup
Enterprise Package
- Estate Flow Chart, Entity Structures, 12-Month Training
- Premium Family Trust Setup
- Capital Holding Company
- 508c Private Foundation Trust
Legacy Package
- Estate Flow Chart, Entity Structures, 12-Month Training
- Premium Family Trust Setup
- Capital Holding Company
- 508c Private Foundation Trust
- S-Corp Setup
- Public 501(c)(3) formation
- IUL/Annuity Training
- Access to Events
Our Expert Team
Our Consultants bring decades of combined expertise in Trusts, Business structures, and Legacy planning. They guide clients with clarity, strength, and discretion, offering both legal insight and practical guidance. This combination of knowledge and personal support ensures every client feels confident, reassured, and secure in protecting wealth and planning for the future.
What our Clients are saying
Discover how our expert financial advice has helped clients achieve their financial goals and secure a brighter future with tailored strategies and trusted guidance.
Susan Smilianch
"Russel Thompson and the Succeed Consulting Firm helped me establish my entire Estate. They trained me on how to use my Trust and how to operate through my Estate."
Darleneya Robinson
"When you don't know, you don't know. I want to thank Succeed for taking the time to educate me in the Trust world. Thanks to Succeed, my assets are now protected."
Karan Staggers
"I want to thank Succeed Consulting Firm for bringing structure to my business and to my Estate. I now feel confident to know that my affairs are in order. "
Excited to Welcome You Soon!
Succeed in Protecting your Wealth, Business, and Family.
Our dedicated team is ready to address your questions and provide tailored financial solutions. Reach out to us anytime for personalized assistance.
