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Resources

Providing a Roadmap for Informed Decision-Making


Memberlink®—A secure online platform through which families can connect with one another in a totally private environment.

Proprietary Research—In-depth research reports and targeted surveys shed light on how investors and families are addressing a range of issues, enabling them to make better decisions.

The IPI Annual Report—Collecting the most meaningful material presented at events throughout the year, The IPI Report, also available in digital format, is a valuable resource guide for members.

Family Business and Family Office Magazines—Provide a mix of detailed case studies and expert advice on how business-owning families and single family offices are addressing issues of importance to them—such as forming family councils, educating next-generation members, gifting strategies, alternative investments and the regulatory and tax environments.

Real-Time News—Keeps members up to date on the latest issues impacting families of wealth.