Safe Harbor, Education, Community

Locations

New York, NY
San Francisco, CA

Purpose

Provide innovative educational and networking resources to families with substantial assets and their advisors.

Membership Profile

22% - $50m or less
40% - $50-200m
38% - $200m and up

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Institute for Private Investors

Since 1991, The Institute for Private Investors (IPI), has made it their 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 has participated on panels designed to inform members about investing and reporting software tools.

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. FNI also leverages its IPI membership to learn 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 FNI 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.