Blog
Defining Negotiation for Conflict Resolution
Negotiation is the term used in a legal context to describe the process of resolving conflict between two parties without recourse to the courts. The process of negotiation involves communication between the two parties, which can be direct or indirect, to come to...
Checklist for a Bulletproof Estate Plan
Estate planning refers to all the preparation that goes into the division of assets after death. While one of the most important parts of estate planning is writing a will, there is much more to it than that. To ensure assets are transferred according to plan, the...
Family Businesses: Making a Success of Succession Planning
There can be many advantages to starting a family business, not only for the entrepreneurs that start the company, but potentially for future generations further down the line. Most people who start a family business do so with the idea that their children and...
Estate Planning: The Role of an Executor
The role of an executor in estate planning is to take charge of ensuring that the last wishes of the deceased are carried out in accordance with the instructions laid out in their last will and testament. Executors are nominated individuals named by the deceased to...
Estate Planning: Understanding the Basics
The term estate planning refers to all the tasks that must be completed in preparation for transferring assets in the event of death. Some practitioners include measures in case the owner becomes incapacitated or otherwise incapable of managing their own assets. This...
Introducing the International Tax Planning Association
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,...
Business and Philanthropy: The Differences Between a Trust and a Foundation
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,...
Finance: The Difference Between Private Banking and Wealth Management
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...
Legal Self-Representation: The Coaching Model of Legal Services
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...
Financial Management: How the Family Office Works
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...