successions.com

What It Is

Successions is an inheritance technology company registered in Delaware, with a team based in New Jersey and Europe. It positions itself as “AI-native” infrastructure for wealth transfer. The company aims to serve the coming wave of large-scale intergenerational wealth transfer by connecting wealth management firms, private banks, advisors, high-net-worth families, and equity-holding founders.

Core Capabilities and Use Cases

Its product lineup currently has three parts. Successions Academy is already live and focuses on offline/advisory-style succession education, covering asset mapping, estate tax and trust fundamentals, investment inheritance, and family values governance. Exit by Successions is in Early Access and is designed for U.S. startup employees, founders, and wealth advisors to estimate federal tax, state tax, AMT, and after-tax net proceeds for ISOs, NSOs, and RSUs before an IPO, secondary sale, or M&A transaction. Successions Tax is planned for launch in September 2026. It is a proprietary AI agent for institutions, intended to generate personalized estate tax strategies based on client assets, jurisdictions, and family structures. The website does not disclose details about the underlying models or algorithms.

Pricing and Privacy

Pricing is not public. Academy requires an inquiry about a retreat, Exit requires joining a waitlist, and Tax requires booking a briefing, so the overall model looks more like high-end consulting or enterprise sales. Its privacy disclosures are relatively comprehensive: it does not sell personal information or share it with advertisers; financial and tax data is used only to deliver the service; data in transit uses TLS 1.2+, while stored data uses AES-256; and it includes RBAC, MFA, audit logs, and penetration testing. The company also states that AI improvements use only anonymized, aggregated data. For institutional deployments, it says the system can run on encrypted documents and archives without data leaving the environment.

Pros, Cons, and Who It Suits

Its strengths are a clearly defined vertical focus and a good fit for pain points faced by wealth management institutions, including heir attrition, estate tax planning, and equity liquidity events. Its U.S. equity tax coverage—ISOs, NSOs, RSUs, IPOs, M&A, and secondary sales—is fairly targeted. The limitations are also clear: the core AI tax product has not yet launched, Exit is still in early access, and there is no public pricing, case study, API, model accuracy data, or implementation detail. The website also notes that its calculations do not constitute financial or tax advice. It is better suited for pilots by U.S. wealth management firms, private banks, family offices, and advisors serving high-net-worth clients, rather than as a ready-to-use tool for individuals.

Access from China and Alternatives

Access from China is unknown. Even if the site is accessible, its tax model is currently clearly U.S.-focused, with no visible support for Chinese, Chinese tax law, RMB-denominated assets, or local payment methods. Chinese users looking for similar capabilities will generally still need to rely on local tax advisors, family offices, private bank wealth planning systems, or compliant domestic wealth management tools.