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 | Jul 27, 2022 | Business, Finance, Law
There are many reasons why people choose to start a family business, such as flexible working hours, job creation, learning new skills and more. However, most of the reasons why people start family businesses revolve around creating a legacy that can be passed down to...
by Dr Edgar Paltzer | May 31, 2022 | Finance
Most people will perform some type of wealth structuring throughout their lives, be it transferring assets to friends and family, or investing in a pension. For entrepreneurs, the process can be more complex, as there are often multiple business interests and...
by Dr Edgar Paltzer | Mar 16, 2021 | Business, Finance
The family office caters for the financial needs of high-net-worth individuals and families. 2020 saw the emergence of new high-net worth individuals and growing expansion of wealth by existing families in the bracket, leading to greater demand for the services of a...
by Dr Edgar Paltzer | Jan 26, 2021 | Finance, Law
Incorporating charitable giving into an estate plan has many benefits. Not only does the benefactor get to make a positive societal or environmental impact with a portion of their wealth; they will also receive certain tax benefits that can result in other...
by Dr Edgar Paltzer | Nov 23, 2020 | Business, Finance
Owning a business can be an exciting opportunity, but it comes with certain risks that the business owner needs to be aware of and make contingency plans for. Making a profit is the ultimate aim, but entrepreneurs must also consider how to protect their business and...
