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How to Join

ROSPECTIVE MEMBERS must meet a minimum investable asset threshold and are required to be recommended by a current Institute member.

For more information, or to request an application form, please contact IPI at ipi@memberlink.net or call us at (212)693-1300. We look forward to hearing from you.

• Attendance at Forums in New York and San Francisco (dependent upon level of membership)
  
  
• Full access to Memberlink®, including handouts and recordings from Forum sessions
  
  
• Special Briefings and Member Roundtables
  
  
• Private Investor Listserv (for qualified members)
  
  
• Monthly Updates, including Member Channels and Heard from Investors
  
  
• The IPI Report 2006
  
  
• Survey results and archives, including the annual Family Performance Tracking® Survey
  
  
• First consideration for the Wharton Private Wealth Management Program (additional fees apply)