Comparison · 22 material differences
Institute for Private Investors vs Resource Generation
This comparison was generated on request from the records. It carries no editorial verdict and is not indexed. The published comparisons are listed on the compare page.
Read down each column for one organization, across a row for the difference. A bronze mark at the left of a cell means the organizations differ on that row. A dash or “not published” means the organization does not disclose the fact — it is not a zero.
Verified September 2026
Family-office network
Verified September 2026 Institute for Private Investors
Ultra-high-net-worth principals, families of substantial wealth, family office executives and private investors in North America
Philanthropic network
Resource Generation
People aged 18 to 35 in the United States who have access to wealth or class privilege placing them in the top 10 per cent by net wealth or income, and who want to redistribute…
What the records say
- Maximum age at joining — Institute for Private Investors: No published maximum age at joining; Resource Generation: The core constituency is 18 to 35 year olds; members over 35 move to the Alumni track.
- Minimum age — Institute for Private Investors: No published minimum age; Resource Generation: Constituent and Stepping Stone membership are for people aged 18 to 35; an Alumni track exists for those 36 and over.
- Role or title — 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; Resource Generation: No published role or title.
- Minimum net worth — Institute for Private Investors: No published minimum net worth; Resource Generation: Family net wealth of $1 million or more is one of the qualifying tests for access to wealth.
- Annual dues — 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.; Resource Generation: $500 a year.
Side by side
| Institute for Private Investors | Resource Generation | |
|---|---|---|
| Profile | ||
| Type | Family-office network | Philanthropic network |
| Founded | 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.) | 1997 (Resource Generation traces its origins to a 1995 gathering of New England donors and activists that became a collaborative in 1996. It was established as Comfort Zone in 1997 and formally renamed Resource Generation in 2000, with an office in Cambridge. It operated under fiscal sponsorship for 17 years before becoming an independent 501(c)(3) in 2015.) |
| Headquarters | New York, United States | United States |
| Geographic footprint | Members in more than 30 countries and 41 US states; events across the US, Europe, Asia and India | United States, with more than 18 local chapters; the published chapter list names 21 cities and states from Maine to Los Angeles |
| Members | 1,000as of September 2026 | 1,100as of September 2026 |
| Chapters | No geographic chapters; regional and local workshops instead. | 18 |
| Primary audience | Ultra-high-net-worth principals, families of substantial wealth, family office executives and private investors in North America | People aged 18 to 35 in the United States who have access to wealth or class privilege placing them in the top 10 per cent by net wealth or income, and who want to redistribute rather than grow that wealth |
| Typical member | 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. | Members are young people with inherited or earned wealth in the top decile of the US economy. Qualification runs through personal income at roughly the 90th percentile for the member's state (around $105,000 nationally, ranging from about $82,000 to $248,000 by cost of living), significant personal net financial assets, or family wealth — family net wealth of $1 million or more, parental income in the top decile, or ownership of a family foundation. A high net wealth designation covers the top 1 per cent: $1 million or more in liquid assets, an anticipated inheritance of $5 million, or family net wealth of $10 million or more. |
| Qualification | ||
| Maximum age at joining | No published maximum age at joining | The core constituency is 18 to 35 year olds; members over 35 move to the Alumni trackverified September 2026 · source ↗ |
| Minimum age | No published minimum age | Constituent and Stepping Stone membership are for people aged 18 to 35; an Alumni track exists for those 36 and overRG states that people aged 18 to 35 with wealth and class privilege are at a pivotal stage for making a lifelong commitment to social movements.verified September 2026 · source ↗ |
| Role or title | 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 · source ↗ | No published role or title |
| Minimum net worth | No published minimum net worth | Family net wealth of $1 million or more is one of the qualifying tests for access to wealthAlternatives include a parent's income in the top 90th percentile (median around $185,000 for ages 45–65), ownership of a family foundation, or, internationally, $1 million or more in land value, major business interests, or ruling-elite status.verified September 2026 · source ↗ |
| 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 · source ↗ | No published minimum investable assets |
| Geographic restriction | No published geographic restriction | United StatesRG organises young people with access to wealth in the US; its criteria include an international variant for family wealth held abroad.verified September 2026 · source ↗ |
| Invitation required | Sometimes | No |
| Sponsor required | Not documented | No |
| Application process | 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. | Prospective members complete an online intake form, choose the membership track matching their age and access to wealth, pay dues and are connected to a local chapter. There is no vetting committee, sponsorship requirement or interview described; the qualification is self-assessed against RG's published wealth and income percentile thresholds, and the site links to external percentile calculators. |
| Selectivity | Not publicly disclosed. IPI states only that all applications are subject to approval. | Not publicly disclosed — RG publishes detailed qualification thresholds but no screening or acceptance process. The tests are self-applied. |
| Cost | ||
| Annual dues | 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 · source ↗ | $500 a yearStandard baseline constituent membership dues are $500 a year. RG asks all members, including alumni, to contribute 5 to 10 per cent of their overall annual giving as dues, so members who give more pay more; those for whom $500 is prohibitive may select "other" and pay the percentage instead.verified September 2026 · source ↗ |
| Initiation fee | Not publicly disclosed | No joining fee is published.verified September 2026 |
| Membership term | Annual | Annual |
| Structure | ||
| Meeting frequency | Regional and local workshops, social events and co-investment roundtables through the year | Chapter organising through the year, all-member programming, webinars and calls, plus national conferences and campaigns |
| Peer forums | Peer-to-peer workshops and roundtables plus the Memberlink online community; no fixed confidential forum groups published | Local chapters are the primary unit, supported by chapter and interest-specific listservs. A National Member Council, open to any member, shapes organisational strategy. No confidential facilitated peer-forum structure is published. |
| Confidentiality | Professional members such as advisers and wealth managers are restricted from direct access to investor members | Not publicly disclosed |
| Time commitment | Not documented | Not documented |
| Organized as | Event-focused, Virtual, Forum-based | Chapter-based, Event-focused, Virtual |
| Confidential peer forums | Yes | Partial |
| Local chapters | No | Yes |
| Virtual membership | Not documented | Yes |
| Online community | Yes | Yes |
| Member directory | Yes | Partial |
| Events | Yes | Yes |
| Programming | ||
| Educational programming | Yes | Yes |
| Leadership development | Partial | Yes |
| Retreats | Not documented | Yes |
| Travel | Yes | No |
| Family programming | Yes | Partial |
| Spouse and partner programming | Yes | No |
| Next-generation programming | Yes | Yes |
| Investment discussions | Yes | Partial |
| Investment opportunities | Yes | No |
| Philanthropic component | Not documented | Yes |
| Networking emphasis | High | Medium |
| Social emphasis | Medium | Medium |
Next
Last verified: not yet reviewed
Report an error on this page
Sources
Drawn from the sources listed on each page: Institute for Private Investors · Resource Generation