Charlotte B. Beyer is the Founder & CEO of the Institute for Private Investors, a private membership organization. IPI's primary focus remains a private membership organization offering independent investor education and an online community to 1,100 ultra high net worth investors representing 17 countries and 40 U.S. states. Acquired by Campden Media in 2011, IPI operates as an independent U.S. subsidiary, providing access to the Campden global platform, including 20 events for families around the world, research and publications.
If you buy into the premise from my book Wealth Management Unwrapped that you are the figurative CEO of My Wealth, Inc, you will be business-minded in your approach to your wealth. However, most individuals continue to do five things they would never do if they were running a business.
Again and again, the financial community makes no distinction between the do-it-yourself investor and those who would prefer to use an adviser. The truth is, most investors (two-thirds, according to many studies) yearn for a trusted adviser. Their quest, however, is often frustrated by a number of obstacles.
The movement by investors to seek independent advisers to help pick funds or money managers gained wide acceptance in the 1990s and 2000s, inspiring stockbrokers, accountants, lawyers and consultants to form wealth advisory divisions.
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