Сравнение · 10 существенные различия
Family Office Exchange vs Institute for Private Investors
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Верифицировано September 2026
Сеть семейных офисов
Верифицировано September 2026 Family Office Exchange
Family principals, single- and multi-family office executives, and vetted advisers to substantial family wealth
Сеть семейных офисов
Institute for Private Investors
Ultra-high-net-worth principals, families of substantial wealth, family office executives and private investors in North America
Что говорят данные
- Role or title — Family Office Exchange: Open to family principals, executives of single and multi-family offices, and approved advisers; Institute for Private Investors: Applicant must be an ultra-high-net-worth principal, a member of a family of substantial wealth, a family office executive or a private investor.
- Minimum investable assets — Family Office Exchange: No published minimum investable assets; Institute for Private Investors: Minimum of USD 30 million in assets.
- Annual dues — Family Office Exchange: Not publicly disclosed. FOX does not publish dues and begins a membership conversation on enquiry. Two secondary guides give incompatible estimates (roughly US$20,000-80,000 and roughly US$10,000-40,000 tiered); neither could be independently verified.; Institute for Private Investors: Not publicly disclosed. IPI publishes no dues; secondary guides give incompatible estimates (roughly US$7,500-20,000 and roughly US$15,000-25,000) that could not be independently verified..
Сравнение рядом
| Family Office Exchange | Institute for Private Investors | |
|---|---|---|
| Профиль | ||
| Тип | Family-office network | Family-office network |
| Основана | 1989 (Founded by Sara Hamilton as a peer network for family office executives, per the FOX history page.) | 1991 (Sources disagree. Wikipedia gives 1991 (formally incorporated 1997) and Campden Wealth says IPI has "roots dating to 1991"; the IPI homepage says 1995 and the IPI membership overview says 1992. Recorded as 1991 as the earliest and most corroborated date.) |
| Штаб-квартира | Chicago, United States | New York, United States |
| Geographic footprint | Members in roughly 20-24 countries; staff based in Chicago, New York, Denver, Richmond, Pittsburgh, South Florida and Madrid | Members in more than 30 countries and 41 US states; events across the US, Europe, Asia and India |
| Участники | 450as of September 2026 | 1,000as of September 2026 |
| Отделения | Not publicly disclosed | No geographic chapters; regional and local workshops instead. |
| Primary audience | Family principals, single- and multi-family office executives, and vetted advisers to substantial family wealth | Ultra-high-net-worth principals, families of substantial wealth, family office executives and private investors in North America |
| Типичный участник | Members are families that own or oversee an operating enterprise or a dedicated family office, together with the executives who run those offices. FOX does not publish an asset floor, and its own materials describe the community in terms of role rather than wealth band. | IPI states a minimum of USD 30 million in assets to qualify and reports that members' average liquid holdings exceed USD 300 million. More than 48 per cent of members have belonged for ten years or longer. |
| Qualification | ||
| Должность или титул | Open to family principals, executives of single and multi-family offices, and approved advisersFOX segments membership by constituency rather than by a wealth test.verified September 2026 · источник ↗ | Applicant must be an ultra-high-net-worth principal, a member of a family of substantial wealth, a family office executive or a private investorverified September 2026 · источник ↗ |
| Минимальный объём инвестируемых активов | No published minimum investable assets | Minimum of USD 30 million in assetsStated on the IPI membership page. IPI reports that members' average liquid assets exceed USD 300 million, well above the floor.verified September 2026 · источник ↗ |
| Invitation required | No | Sometimes |
| Sponsor required | Not documented | Not documented |
| Application process | Prospective members enquire through the FOX website, after which FOX opens a membership conversation and assesses the applicant against its own criteria. Non-members may first attend open workshops, public webcasts and virtual showcases. Council membership is a separate decision that requires a commitment to active participation and an additional fee. | Candidates who meet the USD 30 million asset minimum apply through IPI's membership application portal and choose an individual or family membership. All applications are subject to approval. Members of IPI are automatically treated as qualified for Campden Club events and do not complete Campden's separate qualification form. |
| Selectivity | Not publicly disclosed | Not publicly disclosed. IPI states only that all applications are subject to approval. |
| Стоимость | ||
| Ежегодные взносы | Not publicly disclosed. FOX does not publish dues and begins a membership conversation on enquiry. Two secondary guides give incompatible estimates (roughly US$20,000-80,000 and roughly US$10,000-40,000 tiered); neither could be independently verified.verified September 2026 · источник ↗ | Not publicly disclosed. IPI publishes no dues; secondary guides give incompatible estimates (roughly US$7,500-20,000 and roughly US$15,000-25,000) that could not be independently verified.verified September 2026 · источник ↗ |
| Стоимость программы | Council membership carries a separate fee in addition to membership dues; the amount is not published.verified September 2026 · источник ↗ | Not publicly disclosed |
| Membership term | Annual | Annual |
| Структура | ||
| Meeting frequency | Council meetings through the year plus forums, summits, workshops and webcasts | Regional and local workshops, social events and co-investment roundtables through the year |
| Peer forums | Role-based Councils of approximately 20-25 peers (family leaders, family office CEOs, COOs, CFOs, investment staff, client-experience leads) | Peer-to-peer workshops and roundtables plus the Memberlink online community; no fixed confidential forum groups published |
| Confidentiality | Not publicly disclosed | Professional members such as advisers and wealth managers are restricted from direct access to investor members |
| Time commitment | Not documented | Not documented |
| Organized as | Forum-based, Event-focused, Virtual | Event-focused, Virtual, Forum-based |
| Конфиденциальные экспертные форумы | Yes | Yes |
| Местные отделения | No | No |
| Виртуальное членство | Not documented | Not documented |
| Онлайн-сообщество | Not documented | Yes |
| Каталог участников | Not documented | Yes |
| Мероприятия | Yes | Yes |
| Программирование | ||
| Образовательные программы | Yes | Yes |
| Развитие лидерских качеств | Partial | Partial |
| Выезды | Not documented | Not documented |
| Путешествия | No | Yes |
| Программы для семей | Yes | Yes |
| Программы для супругов и партнёров | Not documented | Yes |
| Программы для следующего поколения | Not documented | Yes |
| Инвестиционные дискуссии | Yes | Yes |
| Инвестиционные возможности | Not documented | Yes |
| Филантропический компонент | Not documented | Not documented |
| Акцент на нетворкинге | High | High |
| Социальный акцент | Low | Medium |
Далее
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Источники
Получено из источников, указанных на каждой странице: Family Office Exchange · Institute for Private Investors