by Dr Edgar Paltzer | Sep 2, 2025 | Finance
Estate planning in general can be a complicated process, and even more so when it comes to blended families. Blended families are formed when two people enter a relationship, bringing with them children from a previous relationship. However, there are several key...
by Dr Edgar Paltzer | Feb 21, 2023 | Business, Finance, Law
A team of family office professionals, private wealth managers and trust experts met in the last quarter of 2022 at Carlton Tower in Jumeirah for a roundtable discussion on issues facing the management of family wealth. This in-depth discussion from industry experts...
by Dr Edgar Paltzer | Feb 6, 2023 | Finance, Law, Legal Support
Estate planning and will writing may often be used interchangeably when talking about planning for retirement or for what will happen to your assets once you pass away. However, there is a key difference. Estate planning is a far broader and more complex process, of...
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 | 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....
