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 16, 2020 | Law
Legal coaching services provide back-up for self-representing litigants when appearing in court. The legal coaching route can be used by anyone who wants to access professional legal advice for their case but cannot afford or does not want to pay for full-time legal...
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...
by Dr Edgar Paltzer | May 12, 2020 | Law
There are many reasons why the inclusion of philanthropic giving into an estate plan can create financial advantages, not only for the charitable beneficiaries but also for the owner of the estate and their heirs. People who are eligible to pay Inheritance Tax can cut...
by Dr Edgar Paltzer | May 1, 2020 | Law
Accumulating wealth goes hand in hand with the desire to ensure that wealth gets passed down to the people we want to succeed us – usually family members. Maintaining a family empire through the generations requires smart succession planning, ideally deciding what is...
