Newest Insights about Strategy

All Insights about Strategy
Summer Solstice Report
Clockwork’s 2025 Outlook: How Family Offices Are Moving From Stewards to Strategists
Strategy

Clockwork’s Summer Solstice Report 2025 shows how family offices are quietly becoming some of the...

Consultant
The role of a family office consultant
Strategy

As wealth management grows increasingly complex, the demand for specialised family office...

Untitled design (34)
Family Office marketing: Key considerations for providers
Strategy

Simple's Digital Marketing Manager, Bryan Smith, explains how service providers can leverage...

Technology's Role in Modernising Family Office Fiduciary Services
Technology’s role in modernising family office fiduciary services
Strategy

In our latest insight, we unpack how key innovations in technology are transforming fiduciary...

innovation challenge family offices
Family offices: The innovation challenge
Innovation

The intersection of family offices and innovation is both complex and crucial, framing a narrative...

human rights investments
Using Human Rights and a rights-based approach for investor engagement
Psychodynamics

A rights-based approach is a conscious and systematic integration of human rights and rights...

multi family office origin
What can ultra-affluent clients learn from the origins of a multi-family office?
Operations

By understanding the origin of a multi-family office, clients can gain some unique insight into the...

Aerial view of Manhattan, NYC
The 20 largest family offices in the world
Strategy

As family offices continued to grow steadily across the globe over the past decade, so did their...

family succession planning
How to start family succession planning
Next Generation

Succession planning is often a thorny obstacle for families to overcome. Sensitive as all issues of...

family office report
How family office reports can meet decision-making needs
Operations

Using the right kind of family office report can help streamline decision-making. We’ve rounded...

investing ocean conservation
Impact: Investing in sustainable life below water
Impact

The 14th SDG, as set out by the UN, aims to conserve and encourage the sustainable use of the...

women in impact investing
Why women in impact investing can change the world
Foresight

Today, women are still less inclined than men to invest. This gender inequality in finance is a...

family wealth transition
The Great Transition and Life Expectancies
Strategy

In many high-net-worth families, the great wealth transition isn't happening quite as quickly as...

how to create multi-generational wealth
How to create multi-generational wealth
Operations

Creating multi-generational wealth isn't only about finances and investments to last across...

family office wealth planning
Are your wealth planning arrangements due for a health check?
Leadership

Like taxes, death is a certainty in life and it's important to understand that when the inevitable...

managing family inheritance
A new inheritance mindset that reveals more value to heirs
Foresight

Some of the greatest wealth transfers are currently happening through inheritance. By viewing the...

family office network
The irreplaceable aspect of trust and network in the family office space
Foresight

While the increasing presence of technology has made some things significantly easier, there are...

next generation transition
Next-generation transition: how to prepare to pass the family business on
Governance

Preparing the next generation to take over the family business requires some thought, but it...

Electric Vehicles
Is investing in electric vehicles really a good business decision?
Innovation

Why have combustion engines become so unpopular, and why do we all think that electric vehicles are...

cyclical business
From linear to cyclical business: how to lead in a complex post-Covid world.
Foresight

To cope with an uncertain and volatile world, visionary leadership is key to developing...

neuroeconomics for the family office
Introduction to neuroeconomics for the family office: a toolkit for success
Mental health

The more choice we have, the more vulnerable we are to their effects on our lives and happiness....

neuroplasticity and change
The science of neuroplasticity and change
Mental health

The ability to effect change is essential for individuals, families and their enterprises to...

succession planning for family offices
How family offices can deal with death in the family
Governance

The hardest part of dealing with death is realising that all you have are memories of yesterday and...

preserving multi generational wealth
Multigenerational wealth preservation: What you need to know
Next Generation

By a general estimation, 90% of affluent families tend to lose a large portion of their wealth by...

family business succession
What we can learn about family business succession through a famous feud
Next Generation

Known as the family behind a behemoth entertainment and broadcast empire, the Murdochs appear as...

turbulence in family business
Managing conflict within a family business
Foresight

Conflict and turbulence within a family – and a family business – are nothing new. If not...

family office network
Building trust and relationships within family office networks
Brand & design

The secret to nurturing trust in your family office network starts by acknowledging that there are...

understanding-the-true-value-of-possessions
A process for understanding the value of possessions beyond just numbers
Foresight

 Adopting an insightful process for valuing your possessions and valuables that can lead to more...

preserving wealth through generations
How the largest family offices preserve wealth through generations
Next Generation

Wealth management within one lifespan is already challenging. Making sure that it will both last...

family office networking
The importance of sustainable networks for family offices
Foresight

Most family offices can agree that networking is an integral part of their business, something that...

family office investment
Three ways for family offices to attract better investment opportunities
Investments

Families need to work harder to attract the best people, partners and investment opportunities....

matriarchal and patriarchal roles
The impact of matriarchal and patriarchal roles in family business
Governance

Most families have an anchor, often identified as a matriarchal or patriarchal figure. A dominant...

regenerative business
The role of regenerative business in modern value creation
Impact

For businesses looking to engage in more responsible and ethical practices, pledging sustainability...

innovate family businesses
Innovate or die: How family businesses can maintain their entrepreneurial spirit
Next Generation

Within the family business industry, the mantra of ‘innovate or die’ is well-known. Many times...

Future wealth advisor family office
The future of the family office wealth advisor
Leadership

Family offices come in many shapes and sizes, as do the advisors who serve them. Increased...

Family office women
Empowering women in family offices through learning, governance and allyship
Performance

Family offices today must embrace diversity, inclusion, and empowerment of women, if they are to...

Women wealth
From heiress to owner: disrupting private wealth through female leadership
Innovation

As 2020 has shaken the world and with fundamental assumptions being challenged, many female leaders...

Business Generalist
Why your family business should become a generalist
Foresight

Family businesses are built with a core vision that, which has continuity, renewal, longevity, and...

Europe startups investing
Five reasons why Europe is the future of startup investing
Innovation

European startups have come a long way in the last 10 to 15 years. Back in the 1990s and 2000s,...

Art and heritage for family offices
How can the next generation turn pre-contemporary art into meaningful wealth
Art

As the greatest wealth transfer in history is underway, noteworthy heirlooms such as important art...

German family offices
Made in Germany: five best practices of German family offices
Jurisdictions

What made family offices in Germany successful and how are they resetting for the new normal? We...

Genetics, Epigenetics, Family Wealth
Genomics and epigenetics: new tools for promoting family legacy
Genomics

Imagine a seemingly healthy 35-year-old family member assumes the CEO position of a core global...

Female Board Member
Women on board: enhancing leadership in family firms
Ownership

Over the past 5-10 years, there has been an increasing focus on the importance of women in...

decision making in family businesses
How psychodynamics can drive better decision making in family businesses
Ownership

A changing set of realities, norms and values are underway in the face of an accelerating climate...

Next Generation Family Leadership
Why persuasive leadership is important for the next generation
Next Generation

The next generation today must influence a range of stakeholders if they are to be effective change...

Generational succession, wealth succession, family business succession
Why emotional intelligence is the key to intergenerational succession
Next Generation

Intergenerational succession represents a significant challenge to family business. Though a common...

next generation engagement, family office succession
Five approaches for engaging the next-generation
Next Generation

For many family offices, succession is the most complex and significant challenge faced over the...

Asian business insights, asian family office
How Asian family businesses respond to four global challenges
Jurisdictions

Although certain business challenges are universal to family offices across the globe, the way in...

Square Felipe Labate
How to create a family brand the primal way
Brand & design

In this day and age, content is king. Brands in the 21st century have more cultural and social...

Succession
5 lessons for family offices from HBO’s Succession
Succession planning

HBO’s mega-series Succession follows the decaying empire of a dysfunctional media family - a...

fintech, wealthtech, customer strategy
Why banks should be more customer-centric in their approach to Family Offices
Innovation

Financial institutions, once regarded as the cornerstones of business, are now facing unprecedented...

family office trends
Legacy and succession planning trends and advice
Next Generation

Only 3% of family-owned businesses survive until the fourth generation and beyond. There appears to...

Private Equity, Direct Investing
Finding & funding investments with high return
Investments

It would appear that some Family Offices are now showing a predilection for direct investing to...

Research In Private Wealth
Companies with foresight stay ahead of the curve
Foresight

Remaining relevant and competitive in a rapidly evolving marketplace is no mean feat. Whilst...

Next generation, family office, private wealth owners
How to engage the next generation through a clearly defined purpose
Purpose

Globalisation, digital transformation and climate change have transformed the way we live, work and...

Family Business Frameworks
A brave new world of brand: Three frameworks for family businesses
Purpose

Gone are the days of the 'Five Forces Framework', the Four P’s of 'the Marketing Mix' and the...

next generation
Why video is the way to connect with the next generation
Communication

Video content is dominating the digital media space, with 100 million hours of video content...

family business
Family owned hotels and the future of hospitality innovation
Luxury & Lifestyle

Running a hotel is very much like running a big family. Every day there will be something new....

family business
Prepare your family business for the digital age
Communication

Many family businesses are born of the practice of merely "doing something," like tackling a...

human capital
Identify & build human capital in your family business
Leadership

In an exercise reminiscent of “If a tree falls in the forest, does it make a sound?” imagine...

family office tools
Running your family office like a silicon valley startup.
Software

Family offices have evolved from the mega-money-centric, often hidebound institutions of a bygone...

future family office
On building modern and future-ready family offices
Communication

The common misconception is that the family office asset management style only suits...

family business
How branding can put family-owned businesses and family offices ahead of the pack
Brand & design

While most successful families consider heritage branding extremely beneficial, not everyone takes...