by Dr Edgar Paltzer | Aug 14, 2020 | Finance
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...
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 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...
