Membership
A global community of your peers

IPI members build their investment and wealth management acumen through a mix of in-person and online resources.  

By joining the Institute for Private Investors, you become part of the pre-eminent community for ultra-affluent private investors and families in North America.

Membership in IPI
To qualify for membership you must have a minimum of $30 million in assets and one of the following:
• UHNW Principal
• Family of Substantial Wealth
• Family Office Executive
• Private Investor
IPI is a peer-to-peer network and membership serving the Ultra-High Net Worth Community.
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Qualified and Interested in Membership?  Click below for more information and to start the IPI membership process!

IPI Background - What We’re About!

  • Founded in 1992 – It’s our 25th Anniversary!
  • Member Focused with two goals in mind:
    • Educate Members to become better stewards of their personal wealth.
    • Provide a network environment in which members learn from collective experience and build lasting legacies.
  • An exclusive peer-to-peer network and membership community.
    • Our members have a minimum of $30 million in assets and are a:
      • UHNW Principal
      • Family of Substantial Wealth
      • Family Office Executive
      • Private Investor
    • Membership is by invitation only, ensuring a community of carefully vetted, like-minded peers.
  • Trust and Confidentiality
    • Members enjoy a Safe Harbor environment.
  • World class wealth management education

IPI Membership Breakdown

  • Minimum of $30 million in assets.
  • Average holdings of over $300 million in liquid assets.
  • Over 48% of our membership have been members of IPI for 10 years or more.

IPI Access

As a member engage in:

  • A Membership Community of UHNW peers.
  • A Safe Harbor and confidential network and learning environment built on a foundation of trust.
  • Best in Class Learning Calendar of Events:
  • Regional and Local Workshops and Social Events.
  • Targeted Co-investment Roundtables and Opportunities
  • Next Generation Event Programs
  • Women & Wealth Initiative
  • Memberlink® Online Community
  • Campden Wealth’s World Class Research and Reporting including The Global Family Office Report and Family Business Report Family.

IPI Membership Opportunities

Choose an IPI Opportunity to suit your specific focus:

  • Domestic Membership – Full IPI Access and 8 United States based Events 
  • Global Membership – Full IPI Access and over 20 Global Events Annually

Decide the who will engage in the IPI experience:

  • Individual – Principal Wealth Holder Only
  • Family – Principal Wealth Holder, 1 Family Member and 1 Family Office Executive

Select a 12-Month Membership Package that suits your needs:

  • Domestic Individual - $9,930
  • Domestic Family - $11,900
  • Global Individual - $13,240
  • Global Family - $16,520

Click below to Apply for Membership and begin the enrollment process:

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What Members Say...
"In addition to gratitude, one of other strongest contributors leading to happiness is a sense of belonging to a community. I have to say that [IPI has] created an extraordinary community within IPI and I benefit from it by a large multiple of what I bring to it. Thanks for all you do."
"Discretion and anonymity are two of the key reasons that I enjoy my membership to IPI."
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What Members Say...

Your organization truly understands and respects wealth and the myriad of issues that it entails and it takes that understanding to provide REAL value to all the members through education, the listserv, the forums, and personal relationships.

– IPI member since 1993

Where would so many of us be without your vision of a "safe harbor"? And where indeed would many Advisors be without the incredible amount of intellectual capital that you have delivered to them in the waters of the safe harbor? I can point to all of the key investment decisions (at least the good ones) that I have made over the past 14 years and virtually every one of them can be somehow tied to what I have gained from IPI. Thank you!

– IPI member since 1992

Discretion and anonymity are two of the key reasons that I enjoy my membership to IPI.

– IPI member since 2007

[IPI] provide[s] a well-balanced mix of technical, practical, and family dynamic information. I am discovering IPI to be a safe venue in which to discuss the issues and benefits surrounding wealth. I realize that the greatest benefits come from a group of people who are willing to share their experiences.

– IPI member since 2013

You can probably tell by the high email traffic how much all of us depend on IPI as we thrash around in this chaotic situation. I can never thank [IPI] enough for creating an atmosphere where I can get unbiased advice from people facing exactly my same situation. [IPI has] had an immense beneficial influence over more families than [IPI] can possibly know.

– IPI member since 2014

I will never be one to spend my life studying the nuances of finance, but the IPI meetings have given me the knowledge and education to know the questions to ask and to locate the resources that are available.

– IPI member since 1999

I would not be able to do what was entrusted to me by my dad without the education, interaction and fun provided by IPI.

– IPI member since 2002

In addition to gratitude, one of other strongest contributors leading to happiness is a sense of belonging to a community. I have to say that [IPI has] created an extraordinary community within IPI and I benefit from it by a large multiple of what I bring to it. Thanks for all you do.

– IPI member since 2015

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