Charlotte Beyer started this private membership organization, now with 345 families in 17 nations, whose members oversee between $30 million and several billion dollars in assets. She talks with contributing editor Michelle Lodge about how the wealthy invest now.
1. What investment trends do you see? First, the world of investing has gone global. Second, investors seek to partner with the best: It's in contrast to 30 to 40 years ago, when you gave an advisor your fortune and maybe saw him once or twice a year for golf or over dinner. And, third, there's a much-increased focus on risk. Investors aren't just looking for the return, they want to know what will happen to their investments if we have another downturn. People now realize, thanks to the financial crisis, that they can lose a lot of money.
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