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.
Link
Forums and Events
Learning from and connecting with subject matter experts and peers!
A Variety of In-Person and Online Learning Environments
Link
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.
Link
Featured Program: 12th Annual North American Family Office Conference
Wealth Transfer & Generational Education
Turn the odds in your family’s favor
November 28th and 29th, 2017
Expand

Wealth Transfer & Generational Education - Turn the odd's in your family's favor

November 28th & 29th — The Langham, Boston, MA, USA 

Over the next two decades, UHNW families will hand over $2.1 trillion to their heirs. This represents a significant challenge and opportunity for families, since wealth transfer is not just the transfer of assets from the current generation to the next; it is a much more involved process that includes education, values and leadership — and families know it. In 2016, succession planning topped family offices’ list of priorities, and this year, under half of family offices globally have a succession plan in place. With this in mind, Campden Wealth’s 2017 North American Family Office Conference focuses on wealth transfer and the tools and strategies needed to build a multi-generational legacy.


The 12th annual North American Family Office Conference will guide families through the different aspects of wealth transfer — from transforming an investment portfolio and structuring a family unit that is based on multi-family leadership, to educating and interacting with the next generation. You will hear from leading next generation leaders including Ken Natori and Robert Pasin.


As always, this conference will provide leading US and global multi-generational family offices the opportunity to network, benchmark best practices, and learn from thought-leaders in a private and congenial setting.
Each year, Campden Wealth brings together more than 100 heads of families from around the world. Through a series of family-led interactive panel discussions, small group roundtables, and intimate, closed-door sessions, this prestigious conference is designed to be thought-provoking and to provide actionable insights to help families determine their future agendas.

To reserve your place go to https://www.campdenconferences.com/boston or contact 
Steven Sklar 
Campden Wealth
T: 212-204-2586

As an IPI member you can log-in to Memberlink with your username and unique password.  Difficulties logging in, please contact Charissa at cc@memberlink.net or call 212-693-1300.  


REGISTER ME

*Please note registration is subject to approval and event fee

Close
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.
Link
Calendar
Complete Listing of IPI and Campden Wealth Events Worldwide
Global Events
Expand

AMERICA

IPI FALL FORUM FOR PRIVATE INVESTORS
Dallas, TX– November 1-2, 2017

CAMPDEN WEALTH NORTH AMERICAN FAMILY OFFICE CONFERENCE
Boston, MA – November 28-29, 2017

MARSH: MEMBER ROUNDTABLE
New York, NY – December 5, 2017

MEMBER NEW YEAR CELEBRATION
New York, NY – January 18, 2018

IPI WINTER FORUM FOR PRIVATE INVESTORS
San Francisco, CA– February 13-14, 2018

CAMPDEN WEALTH AMERICAS FAMILIES IN BUSINESS CONFERENCE
Miami, FL – March 6-7, 2018

O’CONNOR PROFESSIONAL GROUP: MEMBER ROUNDTABLE
New York, NY – April 25, 2018

IPI SPRING FORUM FOR PRIVATE INVESTORS
New York, NY – May 23-24, 2018

IPI FALL FORUM FOR PRIVATE INVESTORS
New York, NY – October 10-11, 2018

EUROPE

SETTING-UP A FAMILY OFFICE
London, UK – October 31, 2017

CAMPDEN WEALTH EUROPEAN FAMILY OFFICE CONFERENCE
London, UK – November 1-2, 2017

CAMPDEN WEALTH FAMILY ALTERNATIVE INVESTMENT CONFERENCE
London, UK – February 6-7, 2018

CAMPDEN WEALTH MEDTECH INVESTING EUROPE CONFERENCE
London, UK – April 18-19, 2018

THE ASIAN-EUROPEAN FAMILY OFFICE DISCOVERY ROUNDTABLE
London, UK – April 24, 2018

ASIA

CAMPDEN WEALTH ASIA PACIFIC FAMILY OFFICE CONFERENCE 
Hong Kong – October 25-26, 2017 

INDIAN FAMILY OFFICE AND INVESTMENT CONFERENCE 
Mumbai, India – November 16-17, 2017 

INDIAN FAMILY OFFICE CONFERENCE 
Mumbai, India – December 5-6, 2018 

On occasion, dates, venues and/or locations may change due to unforeseen circumstances. If in doubt, we encourage you to contact the team at ipi@memberlink.net before committing to travel arrangements.

Close

Request more information