مقارنة · 10 فوارق جوهرية
Family Office Exchange vs Institute for Private Investors
هذه المقارنة مُولَّدة عند الطلب من السجلات. لا تحمل حكمًا تحريريًا وغير مفهرسة. المقارنات المنشورة مدرجة في صفحة المقارنة.
اقرأ كل عمود لاستيعاب منظمة واحدة، واقرأ عبر الصف لترى الفارق. تعني العلامة البرونزية على يسار الخلية أن المنظمات تختلف في ذلك الصف. الشرطة أو عبارة "غير منشور" تعني أن المنظمة لا تُفصح عن تلك المعلومة؛ وهي ليست صفراً.
موثَّق September 2026
شبكة مكاتب العائلة
موثَّق September 2026 Family Office Exchange
Family principals, single- and multi-family office executives, and vetted advisers to substantial family wealth
شبكة مكاتب العائلة
Institute for Private Investors
Ultra-high-net-worth principals, families of substantial wealth, family office executives and private investors in North America
ما تفيد به السجلات
- 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..
مقارنة جنباً إلى جنب
| Family Office Exchange | Institute for Private Investors | |
|---|---|---|
| الملف الشخصي | ||
| النوع | Family-office network | Family-office network |
| تأسّس | 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.) |
| المقر الرئيسي | 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 |
| الأعضاء | 450as of September 2026 | 1,000as of September 2026 |
| الفروع | 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 |
| العضو النموذجي | 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 | ||
| الدور أو المسمى الوظيفي | 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 · المصدر ↗ | 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 · المصدر ↗ |
| الحد الأدنى للأصول القابلة للاستثمار | 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 · المصدر ↗ |
| 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. |
| التكلفة | ||
| الرسوم السنوية | 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 · المصدر ↗ | 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 · المصدر ↗ |
| رسوم البرنامج | Council membership carries a separate fee in addition to membership dues; the amount is not published.verified September 2026 · المصدر ↗ | Not publicly disclosed |
| Membership term | Annual | Annual |
| الهيكل | ||
| 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 |
| منتديات الأقران السرية | Yes | Yes |
| الفصول المحلية | No | No |
| العضوية الافتراضية | Not documented | Not documented |
| مجتمع إلكتروني | Not documented | Yes |
| دليل الأعضاء | Not documented | Yes |
| الفعاليات | Yes | Yes |
| البرمجة | ||
| البرامج التعليمية | Yes | Yes |
| تطوير القيادة | Partial | Partial |
| ملتقيات | Not documented | Not documented |
| السفر | No | Yes |
| البرامج الأسرية | Yes | Yes |
| برامج الزوج والشريك | Not documented | Yes |
| برامج الجيل القادم | Not documented | Yes |
| نقاشات الاستثمار | Yes | Yes |
| الفرص الاستثمارية | Not documented | Yes |
| المكوِّن الخيري | Not documented | Not documented |
| التركيز على التواصل | High | High |
| التركيز الاجتماعي | Low | Medium |
التالي
آخر تحقق: لم تُراجَع بعد
الإبلاغ عن خطأ في هذه الصفحة
المصادر
مستقاة من المصادر المُدرجة في كل صفحة: Family Office Exchange · Institute for Private Investors