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 | 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...
