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Wealth & Estate Planning

17 posts

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

4 minute read

Wealth & Estate Planning

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.

December 17, 2025

6 minute read

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.

November 5, 2025

4 minute read

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.

October 22, 2025

4 minute read

Wealth & Estate Planning

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.

October 1, 2025

2 minute read

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.

September 2, 2025

4 minute read

Wealth & Estate Planning

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

Wealth & Estate Planning

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