We're pleased to launch and share our latest research, The 2026 North America Family Office Report. Drawing on 155 family offices across the Americas, the report holds up a mirror so families can see how they measure against their peers. After a year that proved far kinder than most expected, sentiment has swung sharply, and the question now is whether that optimism is earned or simply the market talking. The long-anticipated wealth transfer is unfolding on a very different timeline than many assumed, and one word kept surfacing across every conversation: liquidity. Alongside the data, family office leaders speak candidly about patient capital, the pull of FOMO and what really keeps them up at night.
The Institute for Private Investors is a private membership organization offering non-commercial investor education, in-person networking and an online community to over 1000 ultra-high-net-worth investors from over 30 countries and 41 U.S states.
Families of substantial wealth rely on IPI to provide a safe harbor where they can learn from each other and leading experts, while fostering lifelong relationships with like-minded peers.
The Institute for Private Investors helps its members become better stewards of their wealth and make more informed decisions for their future legacy.
IPI is the premier global community of private wealth investors providing life-long peer to peer learning and sharing, access to extraordinary investor education and connectivity to investors and advisors.
