by Dr Edgar Paltzer | Aug 5, 2020 | Business
The International Tax Planning Association, usually referred to as ITPA, is an association of professionals from multiple disciplines, each of whom have an interest in the tax aspects of transactions taking place across frontiers. These include lawyers, bankers,...
by Dr Edgar Paltzer | Jul 21, 2020 | Business
Trusts and civil law family foundations are both tools that can be used in wealth planning to protect assets and retain control of where and how those assets can be spent, even after death. They have some similarities, but each has different criteria and advantages,...
by Dr Edgar Paltzer | Jun 17, 2020 | Finance
Private banking and wealth management are both financial services provided to high-net-worth investors. While there are similarities between the two, there are also key differences. Knowing which investment strategy to take can make a huge difference to the...
by Dr Edgar Paltzer | Jun 16, 2020 | Law
Legal coaching services provide back-up for self-representing litigants when appearing in court. The legal coaching route can be used by anyone who wants to access professional legal advice for their case but cannot afford or does not want to pay for full-time legal...
by Dr Edgar Paltzer | Jun 15, 2020 | Finance
A family office is a type of wealth management service that is aimed at high-net-worth and ultra-high-net-worth individuals and families. The PDF attachment gives an overview of wealth management services in general. Family offices can be single-family or multi-family...
