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: New York Fall Forum September 23–25, 2019
Featured program: New York Fall Forum September 23–25, 2019
September 23–25, 2019
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Following on the heels of a dynamic program in May, IPI’s Fall Forum features an outstanding array of speakers delivering investment education, specific allocation solutions and the latest in family governance all in our popular new mid-town space.

Pre-Day — September 23, 2019
Pre-Conference Reception — Evening of September 23, 2019 @ 6:00p-9:00p
Fall Forum — September 24-25, 2019

To discuss content, email Zaki Abushal at za@memberlink.net
To register, email Kristin Goehring at kg@memberlink.net

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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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