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Press Room

 


For all press inquiries, please direct all interview requests and questions to Mindy Rosenthal in the New York office.

Press Releases

Charlotte Beyer, Founder of the Institute for Private Investors (IPI) was honoured last night with the Lifetime Achievement Award at the 2nd Family Wealth Report Awards 2015 (pdf) (3/13/15)

Institute For Private Investors Annual Family Performance Tracking Survey: UHNW Investors Bullish On Stocks, Focused On Growth (pdf) (7/31/13)

Campden Wealth Appoints Mindy Rosenthal President Of U.S. Subsidiary The Institute For Private Investors And David Berger CEO For The Americas (pdf) (4/22/13)

Institute For Private Investors Study: Uhnw Investors Remain Hands-On, Advisors Do Not Have Full Portfolio Control (pdf) (1/10/13)

Charlotte Beyer Steps Down as CEO of the Institute for Private Investors (pdf) (8/20/12)

The Wharton School and the Institute for Private Investors Form The Wharton IPI Private Wealth Network (pdf) (8/1/12)

Ultra-wealthy investors decrease hedge funds, Investors concerned about geopolitical risk (pdf) (6/5/12)

IPI reports three future trends among UHNW investors (pdf) (5/15/12) 

UHNW Investors Up Alternative Asset Allocation in Institute for Private Investors Annual Family Performance Tracking® Survey (pdf) (1/5/12)

Peter Buffett Addresses Institute for Private Investors Next Generation Members (pdf) (10/6/11)

IPI Survey: Single Family Offices Outsource Twice as Much as Six Years Ago (pdf) (9/12/11)

Vijay Kumar Joins IPI as Director of Membership in New York - Pete Sutherland Appointed Associate Director of San Francisco Office (pdf) (9/7/11)

Institute for Private Investors’ Charlotte Beyer Announced as Top Woman in Wealth by AdvisorOne (pdf) (7/6/11)

Institute for Private Investors Release Annual Family Performance Tracking® Survey, Ultra-high net worth investors increase international investing, Concerned about inflation (5/17/11)

Partnering Pays Off: Ultra-Wealthy Investors Happier With Their Advisors, According To Institute For Private Investors Survey (4/25/11)

Acquisition Creates Global Network (2/1/11)

Investors Lower Expectations But Still Keen To Go Global (1/3/11)

Imminent Changes In the Single Family Office (11/9/10)

Online Media Use Is On The Rise - Unintended Consequences Within the Wealth Management Industry (6/21/10)

Advisors Reassess Portfolio Risk and Make Changes (5/21/10)

Returns Bounce Back As Investors Put Cash To Work (4/28/10)

Ultra-Wealthy Rethink How to Find Money Managers (1/5/10)

IPI in the News

A Family Office for the Superrich, and Lessons for the Less Wealthy
NYTimes.com

The Death of Big Charity 
Forbes.com

SEC Says Investors Need To Know More About Fees
InvestmentNews.com

Campden Wealth Appoints Mindy Rosenthal President Of U.S. Subsidiary The Institute For Private Investors And David Berger CEO For The Americas
wsj.com

Among Wealthiest Clients, RIAs & Multi-Family Offices Show Largest Gains
financial-planning.com
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)
Raconteur
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%
Barrons.com
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.

 
Wealthy investors are shying away from U.S. stocks and putting more money into private companies, real estate and commodities.

One-Percenters Want to Buy the Corner Bakery.
www.businessweek.com
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
www.bloomberg.com
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.