Browsing Category

Wealth & Estate Planning

12 posts

Resources for families, advisors, and wealth managers on structuring, preserving, and transferring capital across generations.

4 minute read

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.

March 5, 2025

2 minute read

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.

February 11, 2025

5 minute read

How to Build an Investment Policy Statement That Will Stand the Test of Time

An Investment Policy Statement (IPS) is essential for investors, guiding strategy via objectives, governance, risk management, and parameters, ensuring accountability and alignment with investment goals through regular updates.

January 28, 2025

4 minute read

Family Governance: A Blueprint for Sustaining Generational Wealth

Family governance is crucial for preserving generational wealth. It establishes structured decision-making and strong relationships, aligning family values and vision while promoting accountability, collaboration, and effective conflict resolution across generations.

January 21, 2025

1 minute read

The Great Wealth Transfer

A overview of the Great Wealth Transfer as $84.4 trillion shifts through 2045, reshaping investor preferences toward alternatives and expanding private markets while public listings decline amid costs and scrutiny.

January 14, 2025

4 minute read

Beyond Financial Capital: A Unified Approach to Intergenerational Wealth Transfer

Intergenerational wealth transfer extends beyond financial assets, encompassing cultural, human, social, intellectual, and financial capital. Family offices can leverage technology to preserve and enhance family legacies for future generations.

November 12, 2024

5 minute read

Mitigating Key Person Risks in Family Offices

Key person risk in family offices poses significant operational threats due to reliance on a few individuals. Mitigating strategies include succession planning, cross-training, and engaging external advisors to ensure continuity and stability.

October 23, 2024

4 minute read

Final Steps: Meeting the October Tax Deadline

Ensure compliance and maximize deductions before the October 15th tax deadline. Finalize key investment forms, avoid costly mistakes, and optimize your financial position for future tax efficiency.

September 20, 2024

4 minute read

Outsourcing vs Insourcing: Best Practices for Family Offices

Best practices for family offices in wealth management, investment management, and operations. Learn how outsourcing, insourcing, or hybrid models can optimize efficiency, expertise, and preserve generational wealth across generations.

September 17, 2024

4 minute read

Wealth Management Across Generations: Succession Planning for Family Offices

Explore how family offices are leveraging technology, legal frameworks, and next-gen training to master succession planning. Learn strategies for wealth preservation, smooth transitions, and fostering leadership across generations.

September 9, 2024