Who we are
INSIGHT AND INFORMATION TO HELP YOU PRESERVE AND MANAGE YOUR WEALTH

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.

Private Investors Community & Membership
"Successful wealth management should free you up to be true to your own values, do what you love, pursue your passion and discover your own life's work."
Charlotte Beyer, Founder of IPI
Your community of individuals and families with substantial assets, committed to the exchange and improvement of knowledge.
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Forums and Events
Learning from and connecting with subject matter experts and peers!
A Variety of In-Person and Online Learning Environments
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Professional Community & Membership
Bridging the gap between the private investor and professional services communities.

Forging successful and enduring relationships in the U.S. and to the global private investor community through Campden Wealth.
Help position your company and offerings and better acquire, retain and service your clients.
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Featured program: North American Family Office Conference November 26-28
Featured program: North American Family Office Conference
November 26-28, 2018
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Optimizing your family office

November 26-28, 2018 — Langham Boston, Boston, MA, USA 

What keeps you and your office up at night? Are you bogged down in work or having trouble finding a new CIO? Or are you trying to find unique ways to engage your next gen? No matter what the problem is, you will find the answer at Campden’s North American Family Office Conference in Boston (Nov 26-28).
 
Some of the themes we will be addressing this year include:
  • Sourcing talent and developing family and non-family staff
  • Hiring and firing of key family office execs
  • Professionalizing the family office
  • Addressing day-to-day operational challenges of running a family office
  • Aligning expectations and strategies across the family and office
  • Family feuds – airing your dirty laundry
  • Financial education and literacy for family members
  • Designing, setting up, and running a family office
  • Technology platforms for optimizing family offices 
  • And more! 
 
We will also be featuring a Crypto and Blockchain Workshop on Nov 26. Given the volatility of this asset class, families are often uncertain what to make of this niche area. What many don't realize are the potential non-financial uses for Blockchain, especially where central agencies don't exist or are not trustworthy. We will dive into whether the signs point to bubble on the brink of popping or a paradigm shift in the market. This event is limited to single family offices, qualified UHNW private investors, and select private multifamily offices, while space is available. 
 
To join 90+ of your peers in Boston contact Steven Sklar at 212-204-2586 or ss@memberlink.net

 


REGISTER ME

*Please note registration is subject to approval and event fee

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Wharton Private Wealth Management
For 20 years, the Wharton School and the Institute for Private Investors (IPI) have helped families meet the complex challenge of wealth management education.
An immersive, interactive and intellectually challenging, five-day wealth management program in collaboration with the Wharton School of the University of Pennsylvania.
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Calendar
Complete Listing of IPI and Campden Wealth Events Worldwide
Global Events
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Institute for Private Investors Seasonal Forums:
To build a sense of community and connectivity IPI forums are run four times a year

WINTER FORUM FOR PRIVATE INVESTORS
San Francisco, CA – February 5-7, 2019

SPRING FORUM FOR PRIVATE INVESTORS
New York, NY – May 21-23, 2019

FALL FORUM FOR PRIVATE INVESTORS
New York, NY – September 23-25, 2019

FALL FORUM FOR PRIVATE INVESTORS
Dallas, TX – December 2-4, 2019

Families in Business:
What to expect: Insight into how 21st century family-owned businesses ought to address new technologies, political changes and social factors from in-laws to divorce.
Who should attend: Family members who own and run businesses or sit on the company boards.

AMERICAS FAMILIES IN BUSINESS CONFERENCE: CAMPDEN WEALTH
Miami, FL – March 25-27, 2019

Experiences:

IPI CELEBRATORY EVENT
New York, NY – January 17, 2019

Family Investing:
What to expect: In keynotes and workshops, families will share how they plan and execute their investment portfolio in addition to how they are preparing for anticipated trends and challenges in 2018.
Who should attend: Families with investments and family office executives.

NORTH AMERICAN FAMILY INVESTMENT & ALTERNATIVES CONFERENCE: CAMPDEN WEALTH
Denver – June 24-26, 2019

Family Impact Investing:
What to expect:
Deep dive into successful tactics for ESG and impact investing, plus philanthropic giving.
Who should attend: Family foundations, their executives and board members.

NORTH AMERICAN FAMILY IMPACT INVESTING CONFERENCE: CAMPDEN WEALTH
San Diego, CA – October 15-17, 2019

Family Office:
What to expect: A thorough examination of sourcing the best talent, adapting to new regulations, and how to successfully manage governance and office structure.
Who should attend: Principals and executives of family offices and families looking to set up their office.

NORTH AMERICAN FAMILY OFFICE CONFERENCE: CAMPDEN WEALTH
Boston, MA – November 19-21, 2019

Next Gen:
These events are the Next Gen’s own platform to build a community of peers learning, sharing their own unique perspectives, experiences, and ideas and growing together.
DATES:

  • Dallas, TX – November 6, 2018

Masterclasses:
Building a World Class Investment Program The one-day course will be led by former endowment and foundation CIO John-Austin Saviano. He will draw on his experiences in the launches of two multi-billion dollar investment programs at UC Berkeley ($2Bn) and the Gordon & Betty Moore Foundation ($6Bn).

DATES:

  • New York, NY – October 9, 2018

Member Roundtables:

Roundtables on a variety of subject matters are led by professional members to help private investors. Roundtables combine expert-led presentations and content with socializing over cocktails. Roundtables run about 2–3 hours long.
DATES:

  • Ardenton Capital Dallas, TX – October 4, 2018
  • Hire Society New York, NY – October 25, 2018
  • Prophet Capital Asset Management New York, NY – November 14, 2018


FOR GLOBAL MEMBERS

EUROPE

THE FAMILY ALTERNATIVE INVESTMENT CONFERENCE
London, UK – February 26-27, 2019

MEDTECH INVESTING EUROPE CONFERENCE
Lausanne, Switzerland – May 7-8, 2019

FAMILY OFFICE & INVESTMENT CONFERENCE
Geneva, Switzerland – June 11-12, 2019

FAMILIES IN BUSINESS CONFERENCE
Milan, Italy – July 2-3, 2019

MEDTECH INVESTING EUROPE CONFERENCE
London, UK – September 24-25, 2019

FAMILY OFFICE CONFERENCE
London, UK – November 4-5, 2019

ASIA

INDIAN FAMILIES IN BUSINESS CONFERENCE
Mumbai, India – April 11-12, 2019

ASIA PACIFIC FUNDING & INVESTMENT FORUM
Singapore – May 14-16, 2019

CHINA GLOBAL FAMILY WEALTH STRUCTURING FORUM
Pudong, Shanghai, PRC – September 18-19, 2019

MIDDLE EAST

MIDDLE EAST FAMILY OFFICE & INVESTMENT CONFERENCE 
Abu Dhabi, UAE – December 9-10, 2019

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