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 bear market, they are increasingly pursuing illiquid, alternative investments in search