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.
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Advisors
37 posts
Content geared toward wealth managers, consultants, and professionals supporting private investors, from compliance to portfolio strategy.
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.
Opening the Gates: What the Equal Opportunity for All Investors Act Could Mean for Private Markets
The Equal Opportunity for All Investors Act aims to redefine "accredited investor" by introducing a financial knowledge exam, enhancing access to private markets for financially literate individuals.
Investment Red Flags: When NOT to Invest
Critical investment red flags, including unrealistic projections, leadership instability, opaque structures, and external risks.
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.