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| 1991 | |
August 1991 Advisory Faculty formed |
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| 1992 | May 1992 Inaugural Institute Forum |
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| 1993 | September 1993 |
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| 1994 | October 1994 Ivory snow distinction created |
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| 1996 | November 1996 Inaugural Destination Program: Destination: Hong Kong |
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| 1997 | October 1997 Non-ivory snow membership closed |
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| 1998 | April 1998 Family Performance Tracking® launched August 1998 Ivory snow listserv launched |
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| 1999 | August 1999 Inaugural Private Wealth Management Program at Wharton |
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| 2000 | February 2000 Inaugural West Coast Forum June 2000 Handouts & Recordings on Memberlink® |
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| 2001 | July 2001 Advisor DataBank® re-launched October 2001 Member Channels launched |
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| 2002 | October 2002 First Printing of The IPI Report |
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| 2004 | April 2004 RFI launched October First Next Generation annual retreat |
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| 2005 | 30 Member Roundtables September Inaugural Topic Forum Real Estate |
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| 2006 | September Power & Energy Forum October Launch of Research Center on Memberlink® The 30th Forum held in New York |
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| 2007 | Announcing the Wealth & Values Program at Stanford |