Browsing Tag

Family Offices

71 posts

Articles tailored to the unique perspectives of family offices, from allocation strategies to generational wealth transfer and governance.

6 minute read

The One Big Beautiful Bill Act and the Retiree Balance Sheet

The One Big Beautiful Bill Act reshapes retirement planning, impacting AGI, Medicare IRMAA premiums, SALT deductions, estate tax exemptions, Medicaid eligibility, and charitable strategies for private investors and UHNW retirees.

February 11, 2026

4 minute read

Investor Series

The New Liquidity Architecture: NAV Financing is Moving from Contingency to Strategy

As exits slow, NAV financing is emerging as critical private market infrastructure, enabling private equity, venture capital, and family offices to manage liquidity, leverage portfolios, and preserve long-term value.

January 28, 2026

3 minute read

Macroeconomy & Policy

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.

January 7, 2026

3 minute read

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.

December 10, 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

3 minute read

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.

September 15, 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

3 minute read

Real Estate

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.

August 13, 2025