We invite you to inquire further to see if membership is relevant to you or your family.

Please feel free to call either the New York office at (212) 693-1300 or the San Francisco office at (415) 931-4400. We look forward to hearing from you.

Key Features of IPI Private Investor Membership

• Join a community of private investors dedicated to their own independent education
• Attend Forums in New York and/or San Francisco
• Participate online in Investor Conversations on Memberlink®
• Access to Memberlink®, including handouts and recordings from Forum sessions
• Receive Monthly Updates on new content and resources on Memberlink® and the annual IPI Report
• Read Survey results and archives, including the annual Family Performance Tracking® Survey
• Receive first consideration when applying to the Wharton Private Wealth Management Program and the Stanford Wealth Management Program