Let's Get Personal

The Institute for Private Investors' annual Family Performance Tracking surveys have found over the past few years that most high-net-worth investors have been achieving overall reasonable benchmark returns. Yet the World Wealth Report 2005, released this summer, looked at mid-tier millionaires with $5 million to $30 million in net worth and found that, after losing significant assets in the recent

The Institute for Private Investors' annual Family Performance Tracking surveys have found over the past few years that most high-net-worth investors have been achieving overall reasonable benchmark returns. Yet the World Wealth Report 2005, released this summer, looked at mid-tier millionaires with $5 million to $30 million in net worth and found that, after losing significant assets in the recent bear market, they are increasingly pursuing illiquid, alternative investments in search

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