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NVITATIONS TO BECOME A MEMBER or to attend meetings of IPI are extended only to families recommended by a current member or those qualified by the Institute. This is one way IPI protects the integrity of the membership.

• 64% Principals: Members of a family, any generation, decision-makers or not.
  
  
• 34% Family Office Executive: Defined by IPI as an executive hired by the family to work within the family office overseeing the investments, including hiring and monitoring of outside advisors.
  
  
• 2% Proxy: An individual designated by the family as its representative at Institute functions. Not necessarily employed by the family, these individuals are typically family trustees or other trusted advisors of long-standing.

To maintain a safe harbor for private investors, all members must disclose on their membership application whether or not they "wear two hats." An ivory snow member is defined as a private investor who has no business interest in gaining other private investors as clients. Of the private investors who are currently members, 81% are ivory snow.

If a private investor works within a family office open to outside clients, or works for a hedge fund, or runs a consulting practice for private investors, IPI considers that member a dual (non-ivory snow) member. Even those private investors who happen to work within financial service firms appreciate this safe harbor of Institute forums so they can openly discuss investment issues of importance to their families. Nametags at forums reflect a member's status and certain sessions are open only to ivory snow members.




Inclusion of a firm on Memberlink® services or as a speaker at an Institute Program is not to be used or interpreted as a recommendation of a particular firm or investment advice of any kind. The Institute for Private Investors does not make a direct or indirect endorsement of any limited partnership, investment advisor or other financial advisor. Private investors should perform their own extensive due diligence.

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