UBS Quarterly Insights on Family Offices
UBS report explores AI investing, direct indexing, tax planning, deductions, and operational infrastructure as family offices adjust portfolio construction and staffing to manage complex portfolios.
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Wealth & Estate Planning
20 posts
Resources for families, advisors, and wealth managers on structuring, preserving, and transferring capital across generations.
Tax Day 2026: Key Dates & OBBBA Changes for Private Market Investors
Stay ahead of the 2026 tax season. Explore critical filing deadlines, liquidity shifts, and new OBBBA provisions, including QSBS tiers and EBITDA interest deductions.
The One Big Beautiful Bill Act and the Retiree Balance Sheet
The One Big Beautiful Bill Act reshapes retirement planning, impacting AGI, Medicare IRMAA premiums, SALT deductions, estate tax exemptions, Medicaid eligibility, and charitable strategies for private investors and UHNW retirees.
Annuities: How They Work, Where They Fit, and What to Watch
Annuities provide retirees a strategy for converting savings into reliable cash flow, addressing longevity and sequencing risks. Recent regulations enhance access, emphasizing their role in secure retirement income planning.
The Future of Wealth Planning: Q&A
Global families and advisors are entering a new era of wealth planning shaped by NextGen values, digital transformation, and the balance between technology, trust, and long-term governance.
International Wealth Planning: Current Landscape and Challenges
Modern international wealth planning integrates tax efficiency, compliance, and succession. Learn how global families structure assets across jurisdictions to preserve wealth, ensure transparency, and maintain long-term continuity.
Estate Planning 101 for Private Investors: Building Continuity in a Complex Portfolio
Estate planning for private investors involves more than wills and trusts. It requires comprehensive governance, liquidity planning, and ongoing adjustments to navigate complexities and ensure wealth continuity for future generations.
Crypto, Tokens, and Inheritance: How to Plan Your Digital Estate
Estate planning for digital assets like cryptocurrencies and NFTs, unique challenges, custody options, and legal considerations to ensure assets are securely transferred to heirs.
How to Leverage Investment Tax Credits to Boost Returns
Investment Tax Credits (ITCs) help reduce tax liabilities while fostering investment in key sectors. They incentivize clean energy and promote innovative projects, increasing returns for investors.
Cash Flow Planning for Private Investors
Clockwork helps High-Net-Worth Individuals and Family Offices manage liquidity effectively, align investment goals, and navigate market fluctuations while ensuring financial stability.