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
Family Offices
69 posts
Articles tailored to the unique perspectives of family offices, from allocation strategies to generational wealth transfer and governance.
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.
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.
Home Equity Investments: How to Access Real Estate Growth Without Owning
Home equity investments (HEIs) allow homeowners to access equity without debt, offering investors a share in future property appreciation without managing it directly.
Summer 25 Solstice Report
The Summer Solstice Report is the second edition of Clockwork’s biannual, high-signal briefing for asset owners, institutional investors, family offices, and private capital allocators.
Common vs. Preferred Stock: Everything Investors Should Know
Understanding the distinction between common stock and preferred stock is essential. Each carries a unique set of rights, priorities, and implications that can affect outcomes across funding rounds, exits, and distributions.