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Advisor members of the Institute for Private Investors include:
- Investment Advisors
- Consultants
- Financial Planners
- Multi-Family Offices
- Family Facilitators
- Attorneys
- CPAs
- Risk & Liability Managers
- Technology Providers
- Personal Service Providers
Services they provide include:
- Investment Management
- Family Office Services
- Family Facilitator
- Family Business Advisor
- Brokerage
- M+A Advisors
- Hedging/Structured Products
- Selecting and Evaluating Managers
- Managing Managers
- Due Diligence on Offering Memorandum
- Performance Measurement
- Investment Policy Consulting
- Asset Allocation
- After-Tax Asset Allocation
- Legal Advisory
- Trust and Estate Administration
- Financial Planning
- Insurance
- Tax Planning
- Estate Planning
- Accounting Services
- Tax Preparation
- Charitable Gift Planning
- Global/Master Custody
- Multi-Currency Accounting
- Technology Services
- Risk/Liability Analysis
- Executive Search
- Philanthropy Consulting
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