Institute for Private Investors
Since 1991, Charlotte Beyer, the Founder and CEO of The Institute for Private Investors (IPI), has made it her mission to provide a place for wealthy families and their advisors to go for unbiased, relevant information and tools, as well as contacts and community — all focused on their unique needs.
The Institute for Private
Investors (IPI) is a New York-based private membership
organization that provides innovative educational and networking
resources to families and advisors of high-net-worth investors.
IPI offers regular member-only events in selected parts of the
country where attendees receive in-depth information about
investment issues and new ways to manage their family offices.
FNI joined the organization in 2000 and has enthusiastically
participated in IPI events ever since. FNI participates on
panels and co-chairs events designed to inform members about
investing and reporting software tools. FNI has twice participated
in roundtable sessions IPI calls "The Grill." FNI's
CEO, Ed Van Deman has also co-chaired a seminar on technology
for the family office and assisted IPI management in developing
member surveys about IT requirements in a family office. Charlotte
Beyer, CEO of IPI, spoke at an FNI user conference in 2001
about trends in family offices.
FNI's partnership with IPI is mutually supportive and shares
many of the same principles. Both organizations have a strong
appreciation for the importance of investor education. FNI and
IPI both realize that because the investment management environment
is constantly changing, it is critical for investors and their
advisors to have high quality continuing education and contact
with other private investors. IPI members also teach FNI about
the issues, concerns and ideas of many of the industry's most
prominent professionals who run family offices. As a result,
FNI can provide a solution to issues raised by an IPI member
before FN users have even addressed it.
In summary, IPI brings a rich source of information,
insights and contacts that collectively enable FNI to continually
make Navigator better for our clients.
If you’re interested in learning more about IPI, visit
their web site at http://www.memberlink.net.
contact
