IPI reports three future trends among UHNW investors (pdf) (5/15/12)
Acquisition Creates Global Network (2/1/11)
IPI in the News
The Death of Big Charity
SEC Says Investors Need To Know More About Fees
Among Wealthiest Clients, RIAs & Multi-Family Offices Show Largest Gains
March 13, 2013
It’s My Money, That’s Why
Barron's Penta Daily Blog
January 22, 2013
Do the Wealthy Trust Their Advisers?
Wall Street Journal
January 10, 2013
Lessons from the Downfall of Lance Armstrong
By Charlotte Beyer
December 26, 2012
Ultra-HNW Families Don’t Cede Control to Advisors: Study
By John Sullivan, AdvisorOne
January 11, 2013
Time To Go Back To School? (pdf)
Investment News 9/16/12
Family office or business? Where to put your money (pdf)
The economic downturn has seen tensions within family businesses on how best to invest and maintain revenue, writes Karen E. Klein
Median Family Net Returns: Just 1.5%
In January, the Institute for Private Investors (IPI), a provider of networking and educational resources for ultra high-net-worth investors, released part one of its Family Performance Tracking survey, in which IPI member families allowed a peak into their intended strategies and expectations for their portfolios.
For Investing Secrets of the Ultra-Wealthy:
There are three distinct investment trends that the ultra-wealthy are taking advantage of: going global, hard assets and keeping it private.
One-Percenters Want to Buy the Corner Bakery.
January 27, 2012
Smarting from poor returns in the markets, ultrawealthy individuals plan to increase their investments in small businesses
Wealthy to Invest Most in Commodities: Survey
January 5, 2012
Wealthy investors plan to increase their allocations to commodities and private companies while decreasing their cash holdings this year, according to a survey released today.