A list of suggested articles, audio recordings and more.

Results from IPI surveys as soon as they are available. Also, find current surveys that you can fill out. (password required)

IPI's email newsletter for advisor members provides a summary of what private investors are discussing. (password required)

Here members directly respond to questions from investors on manager search, investments, tax issues, wealth transfer, administration and personal subjects. (password required)

Download handouts and listen to full recordings online from IPI events. (password required)

Industry news bulletins from the IPI's Advisor membership, including market commentary, industry outlooks and performance updates. (password required)

[UNDER CONSTRUCTION] Presentations and white papers for firms wishing to better serve the non-financial aspects of working with family members.

This annual hard-cover publication pulls together some of the best and most useful information the IPI has generated over the recent years.

In collaboration with The Wharton School at the University of Pennsylvania.