by Dr Edgar Paltzer | Feb 1, 2023 | Business, Finance
The number of family businesses successfully being passed on to the next generation has been falling. Five years ago, approximately a third were being transitioned to second-generation leadership. Today, this number is closer to 19% or less than a fifth. One of the...
by Dr Edgar Paltzer | Jan 27, 2023 | Business, Law
Dispute resolution is an alternative to litigation that can help resolve conflict without the cost and time involved in going to court. Dispute resolution is most commonly used in civil cases where there are no criminal charges. Mediation and arbitration are two of...
by Dr Edgar Paltzer | Jan 19, 2023 | Business, Law
The passing of Queen Elizabeth II led to a new reign in the UK after more than 70 years under the same monarch. As King Charles III takes the throne, family offices everywhere can learn from a succession plan that has been in the making for almost three-quarters of a...
by Dr Edgar Paltzer | Dec 5, 2022 | Business, Finance
Making an estate plan ensures that your assets, possessions and property are distributed amongst your loved ones in the way you want them to be when you die. The primary component of any estate plan is a last will and testament. The PDF attachment looks at what this...
by Dr Edgar Paltzer | Oct 25, 2022 | Business, Finance, Law
Trusts and foundations are two separate legal entities that can be used in wealth planning to protect and distribute assets both during life and at the end of life. While both essentially act as wealth management tools, there are many key differences between the two....
by Dr Edgar Paltzer | Oct 11, 2022 | Business, Law
Estate planning can be a tricky conversation for people to have with their parents. Essentially, it involves looking to a future where the parents are no longer around, which can make things difficult to discuss openly. However, ensuring parents have an estate plan in...
