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Registered Rep.
February 1, 2011
Charles Paikert |
Campden Acquires IPI; Association for Wealthy Families Goes Global London-based Campden Media has acquired the Institute for Private Investors, the well-known 21-year old, peer-to-peer membership organization for ultra-wealthy families headed and founded by Charlotte Beyer.   |
Registered Rep.
September 6, 2011
Charles Paikert |
Q&a with Charlotte Beyer, CEO, Institute for Private Investors: "Everyone is Looking at the Ultra-High-Net-Worth Market." A conversation with Charlotte Beyer, who has been a trailblazer in the wealth management business before the phrase "wealth management" was even being used. |
Registered Rep.
November 8, 2010
Charles Paikert |
Ultra-Wealthy Seeking New Investment Approaches: IMCA Conference The so-called "bucket approach" of dividing a portfolio into goals-based categories is gaining popularity among wealthy investors. |
Registered Rep.
February 28, 2007
Kristen French |
Bringing Up Baby: Advising the Rich on Their Kids Financial advisors have a great opportunity to win wealthy client loyalty -- with just a little extra work -- by helping out with the kids. |
Registered Rep.
June 7, 2011
Charles Paikert |
Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives. |
U.S. Banker
February 2007
Karen Krebsbach |
'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early. |
Registered Rep.
May 24, 2010
Halah Touryalai |
The Ultra Wealthy Have A Gloomy Outlook, Keeping A Careful Eye on Their Portfolios The financial crisis left some serious emotional scarring on the ultra rich. |
Financial Planning
February 1, 2005
Abigail La Croix |
5 Questions Joseph Spada of Family Wealth Institute offers retreats for the wealthy, a service that tries to balance financial success with other parts of life. |
Registered Rep.
January 5, 2011
Charles Paikert |
Ultra-Wealthy Remain Risk-Averse But they may begin increasing allocations to global emerging markets and reducing cash in 2011. |
On Wall Street
March 1, 2013
Samantha Allen |
Ultra-Wealthy Unwilling to Cede Portfolio Control For the wealthiest investors, the more assets they have, the less likely they are to give up control over investment decisions to advisors, says a new report. |
The Motley Fool
March 10, 2009
Dan Caplinger |
The Brightest Beacon in a Gloomy World Investors fled from the emerging economies in the wake of financial troubles throughout the developed world. This year some of those economies have seen their stocks finally recover somewhat. |
Registered Rep.
September 12, 2011
Charles Paikert |
More Than Half of Single-Family Offices Outsource Investment Function Investment firms, consultants, wealth boutiques, multi-family offices and even private banks could all gain assets as this trend toward outsourcing escalates. |
Registered Rep.
May 11, 2011
Charles Paikert |
Wealth Managers Vying for Trillions From Intergenerational Wealth Transfer Over 90 percent of heirs promptly change advisors when they receive their inheritances, and 70 percent of families lose control of their assets when an estate is transitioned to the next generation. |
BusinessWeek
October 27, 2003 |
The BRICs Are Coming -- Fast A Goldman economist talks about rapid growth in Brazil, Russia, India, and China |
Investment Advisor
June 2010
Lewis Schiff |
The Affluentialist: Growing Up Rich and Responsible Financial literacy for the children of affluence starts early -- just as models of nonproductive behavior do. |
Registered Rep.
November 22, 2011
Charles Paikert |
Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place. |
Registered Rep.
January 27, 2011
Charles Paikert |
Consumer Confidence Rising, But Investors Still Skittish Measures of consumer and investor confidence are rising rapidly, but wealth managers say their clients aren't completely on board yet. |
On Wall Street
June 1, 2012
Matt Ackermann |
Study: Ultra Wealthy Look to Alternative Investments Ultra-high-net-worth investors are decreasing their exposure to the U.S. stock market by allocating more to alternative investments, according to the Institute for Private Investors annual Family Performance Tracking survey. |
Trusts & Estates
May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc. |
Investment Advisor
October 2006
Chris Blunt |
Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc. |
Investment Advisor
August 2007
Lewis Schiff |
Keeping It in the Family More than money is at stake when assets transfer to clients' children. Estate planning is a poor substitute for not being able to communicate with your children. |
HBS Working Knowledge
March 30, 2015
Davis & Pellegrin |
Managing the Family Business: Preparing to Sell Most families are loath to sell the legacy business, but there are good reasons to do so, says John A. Davis. |
Financial Planning
September 1, 2011
Suzanne McGee |
Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money. |
Financial Advisor
August 2006
Hannah Shaw Grove |
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers. |
Financial Planning
February 1, 2005
Jennifer A. Liptow |
White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance. |
Registered Rep.
November 12, 2010
Charles Paikert |
Single-Family Offices Ready To Make Changes: IPI Survey Four out of ten single-family offices expect to make "material changes" to the way they manage their business over the next 12 to 18 months, according to a new survey from the Institute for Private Investors. |
Registered Rep.
January 1, 2005
Anne Field |
Poor Little Rich Kids With a horde of competitors pursuing the same market, and with statistics showing that the highly affluent trust financial advisors less than ever before, winning and retaining wealthy accounts requires delicacy, savvy and, most of all, smart marketing. |
Financial Planning
October 2, 2007
Barry Glassman |
'Tis Better to Give As a financial advisor, it's important for you to recognize that charitable giving is a consequential part of many of your clients' lives. |
Salon.com
February 15, 2001
Sam Fleischacker |
Why capitalists should like estate taxes From Adam Smith to Thomas Jefferson, lovers of freedom have demanded that social privilege be earned -- not inherited... |
Registered Rep.
August 24, 2011
Charles Paikert |
Family Businesses Offer Opportunities -- and Pitfalls -- for Wealth Managers Advisors have to be more aware of the interplay between a family's personal portfolio and its business. |
Investment Advisor
January 2007
Susan L. Hirshman |
Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations. |
Investment Advisor
May 2010
Lewis Schiff |
The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance. |
Registered Rep.
March 28, 2012
Lena S. Rizkallah |
TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement. |
Registered Rep.
September 30, 2011
Charles Paikert |
Former IPI President Kuechler Lands at Lattice Kristi Kuechler, the former president of the Institute for Private Investors and a high-profile figure in the ultra-high-net-worth world, has been named a partner and managing director at Lattice Strategies, a San Francisco-based investment manager. |
Financial Advisor
December 2004
Gregory Bresiger |
Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients. |
Registered Rep.
June 9, 2014
Megan Leonhardt |
Costs Weigh Down U.S. Wealth Business U.S. and Canadian brokerages continued to have the most cost-intensive wealth management model, leading to relatively flat profit levels. |
Registered Rep.
January 26, 2011
Charles Paikert |
Separation Anxiety: Splitting Personal Wealth From The Family Business Managing personal wealth inside an operating company is hardly ideal. It may, in fact, be detrimental to the long-term interests of both the family and the business. |
Registered Rep.
October 11, 2011
Charles Paikert |
Behind U.S. Bank's Big Wealth Management Push U.S. Bank's aggressive bid to boost its wealth management business kicks into high gear this month with the opening of the first offices of Ascent Private Capital Management, the bank's new ultra-high-net-worth division. |
Investment Advisor
March 2010
Lewis Schiff |
The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers. |
Wall Street & Technology
June 2, 2009
Melanie Rodier |
China Wealth Management Market Has Huge Potential Wealth management services from Chinese banks have huge potential, according to a new report. |
Registered Rep.
October 18, 2011
Charles Paikert |
Freedom From Wealth: Heavy Hitters Offer Game Plan For High Earners "Freedom from Wealth" is at its best when it clearly lays out exactly how families should approach the wealth that they have, including what they want it to be for and how they should go about managing it. |
On Wall Street
November 1, 2009
Parisi & Leung |
Intergenerational Wealth Transfer: The New Advisor Challenge A new survey estimates that 80% to 90% of financial advisors lose assets when their client dies -- mainly because the advisor doesn't know the client's children or heirs. |
Registered Rep.
November 2, 2015
David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? |
Registered Rep.
February 22, 2012
Charles Paikert |
The Asian Market: Q&A with Aspiriant Co-founder Tim Kochis Tim Kochis saw early on a growing opportunity in serving first- or second-generation Asian-American consumers in the U.S. Many of these individuals have complicated ties to businesses and families in their home countries. |
Registered Rep.
January 1, 2011
Jerry Gleeson |
Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation. |
Financial Advisor
March 2008
Mitch Anthony |
Means To Meaning Once an individual reaches a desired threshold of wealth, a world of life options awaits. You're now free to pursue, with breathtaking abandon, whatever agendas you choose. |
Registered Rep.
November 1, 2004
Will Leitch |
The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all. |
Registered Rep.
April 1, 2007
Kevin McKinley |
Financing Tomorrow Here's why and how you should use your skills to foster money harmony between generations, and ensure a position as the family's primary financial advisor today and tomorrow. |
Finance & Development
June 2010
Jeremy Clift |
From the Editor: Asia Picking up the Pace Asia is leading the way out of global recession, in a move that seems to mark a break from the past. |
Registered Rep.
April 28, 2015
Megan Leonhardt |
Millionaires Don't Know When to Quit Many wealthy investors keep working long after they need because of the continual shift in objectives and the need to maintain financial security. |
