IPI NextGen

IPI NextGen Follow us on Twitter (www.twitter.com/IPI_NextGen) IPI (www.memberlink.net) is the preeminent global membership network for families of substantial wealth.

One of the greatest concerns for families of substantial wealth is preparing future generations for their responsibilities as stewards of family wealth. With that important goal in mind, the Institute for Private Investors (IPI) offers a NextGen Membership that includes special events and educational programs designed to help next generation principals in their 20s, 30s and 40s connect with and le

arn from their peers in a safe harbor environment. Since 1991, IPI members have participated in a full range of investment and wealth management education featuring distinguished experts and peer-to-peer discussions in a private, members-only collaborative community. Through its affiliation with Campden Wealth (www.campdenwealth.com), IPI is the bridge from the U.S. to the private global community of ultra-affluent business-owning and financial families in Asia, Latin America, Europe and the Middle East.

Roshni Nadar Malhotra, the only child of HCL Corporation founder Shiv Nadar, has been appointed a non-executive director...
08/13/2013

Roshni Nadar Malhotra, the only child of HCL Corporation founder Shiv Nadar, has been appointed a non-executive director on the board of the group’s software services firm, HCL Technologies.

Revealed in the company’s annual report released this week, the appointment is being touted by the Indian media as a preparatory step in Nadar’s succession plan for the multi-billion dollar company.

HSBC’s ultra high net worth offering is the biggest multifamily office in the world, according to Bloomberg Markets, whi...
08/12/2013

HSBC’s ultra high net worth offering is the biggest multifamily office in the world, according to Bloomberg Markets, which has produced its annual ranking of the sector.

http://bit.ly/1baoZp0

Join us September 16th in San Francisco to hear Tipping Point Community founder Daniel Lurie discuss how he attracted Si...
08/05/2013

Join us September 16th in San Francisco to hear Tipping Point Community founder Daniel Lurie discuss how he attracted Silicon Valley stars including Google Co-founder Sergey Brin and his wife, Anne Wojcicki, and Yahoo CEO Marissa Mayer as personal donors to his cause.

If Alexa von Tobel has her way, financial advice will be as widely available — and affordable — as any other mass-produc...
07/29/2013

If Alexa von Tobel has her way, financial advice will be as widely available — and affordable — as any other mass-produced consumer product or service. She says, “financial advice shouldn’t be a luxury. We want to disrupt the industry.”

http://nyti.ms/1cbRPXy

In 2007, Michael Birch and his wife Xochi sold their social networking company Bebo.com to AOL for $850 million. Soon af...
07/24/2013

In 2007, Michael Birch and his wife Xochi sold their social networking company Bebo.com to AOL for $850 million. Soon after, Michael founded WaterForward, which uses social networks to raise millions of dollars for Charity: Water.

On September 16th, on the eve of the Fall Forum in San Francisco, join us to hear him speak about his decision to launch his tech-based non-profit.

According to the Foundation Center, Millennials, young men and women born between 1979 and 1994, passionately support ca...
07/22/2013

According to the Foundation Center, Millennials, young men and women born between 1979 and 1994, passionately support causes rather than the institutions working to address them. But what does this mean from a strategy standpoint?

The nonprofit field is evolving, and a profit-making enterprise can be driven by social impact and not the bottom line. ...
07/17/2013

The nonprofit field is evolving, and a profit-making enterprise can be driven by social impact and not the bottom line.

So should aspiring social entrepreneurs hop off the “treadmill of donor dependency?"

Almost $40 trillion will transfer from older to younger generations by 2050 globally. Impact investment is the perfect o...
07/15/2013

Almost $40 trillion will transfer from older to younger generations by 2050 globally. Impact investment is the perfect option for wealthy individuals who want to make a return but also have a social conscience, according to Eveline Maas, who advises next gens for ABN Amro’s private wealth management arm: “From an investment point of view, it’s about making a positive impact in the world while making a return. It’s not philanthropy, which is just about giving donations."

Did you know that 70% of family inheritance is lost in the second generation? That's one reason why NextGen programs are...
07/10/2013

Did you know that 70% of family inheritance is lost in the second generation?

That's one reason why NextGen programs are so important! Barron explores how these programs are "untangling the barbed wire on the inheritance frontier."

07/08/2013

How do families decide whom to include on the investment committee? How best can external family members and the next generation be included in meetings and what processes do families deploy to encourage consensus-building?

Hear a panel of private investors discuss at our North American Family Investment Conference tomorrow in Chicago.

It seems even Spider-Man knows the value of sticking with the family when it comes to business – at least that's what yo...
07/05/2013

It seems even Spider-Man knows the value of sticking with the family when it comes to business – at least that's what you'd think on hearing the title of the latest installment of the classic Marvel comic.

Spider-Man: Family Business will make its debut in April 2014 and features a mysterious character claiming to be Peter Parker's long-lost sister Theresa.

http://www.campdenfb.com/article/beating-bad-guys-becomes-fambiz-spider-man

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