The One Big Beautiful Bill Act: Effects on Philanthropy
Analyze the One Big Beautiful Bill Act (OBBBA) impacts on philanthropy: navigating the AGI floor, benefit cap, QCD limits, and 2027 scholarship credits for optimized tax efficiency.
Browsing Tag
Advisors
30 posts
Content geared toward wealth managers, consultants, and professionals supporting private investors, from compliance to portfolio strategy.
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.
2026 Tax Planning: Stability and Key Adjustments for Private Investors
The OBBB Act ensures permanent QBI, low capital gains rates, and the high Estate Tax exemption. What investors should know heading into 2026.
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.
Financing Justice: Inside the Growing Market for Litigation Investments
Litigation finance has emerged as a viable investment asset class, offering uncorrelated returns by funding legal claims in exchange for settlement shares.
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.
Investment Memo Template
The Clockwork Investment Memo Template aids investors and founders in clearly articulating investment theses, analyzing fundamentals, and outlining risks to enhance decision-making processes.
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.
Higher Returns, Higher Risk: The Coming Revolution in Your 401(k)
Recent news on 401(k) plans to include alternatives like private equity and crypto, promising higher returns but posing significant risks and complexities for investors.