Frequently Asked Questions

What level of financial sophistication do I need to have to benefit from this program?

Fundamental financial concepts will be introduced throughout the program but the program will move quickly. As it is taught primarily by faculty of the Stanford Graduate School of Business, it will be an academically rigorous program. Even participants who have earned an MBA will find the focus on the management of wealth to be worthwhile.

What wealth level do you assume for participants of the program?

The program focuses on managing complex portfolios that exceed $20 million of investable assets.

The program appears to be focused on first generation wealth. My wealth is primarily inherited; will the program apply to my situation?

Approximately 70% of the program is focused on core finance and wealth management topics. We believe that both the fundamental financial topics as well as the discussion of Weath & Values would be worthwhile to an individual seeking to be a more sophisticated steward of their wealth, irrespective of the source of the assets.

Do I have to be a member of IPI to attend the Wealth Mangement program at Stanford?

You do not have to be a member of IPI to attend the program.

What if I live in the area? Do you suggest that I stay at the Schwab Center?

An important part of the success of the program is the deep and often enduring connections made with fellow participants. Lectures and discussions are often conducted over dinner and participants are expected to complete study group work in the evenings. We strongly suggest that all participants in the program stay at the Schwab Center from Sunday through Thursday nights.

Please tell me more about the Institute for Private Investors.

Founded in 1991, IPI is a membership organization of more than 1,000 private investors. Four out of five families oversee $50 million or more, with more than one fourth controlling investable assets of $200 million or more. Importantly, seven out of ten are family members, either the wealth creator or an inheritor. IPI sells no advice or products and remains a safe harbor for families who value the confidentiality, education and networking within the community. Membership dues and educational fees are IPI’s sole revenue source.

Private investors join IPI to educate themselves to be more sophisticated stewards of their wealth.

Additional information about IPI can be found at: http://www.memberlink.net