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.

Community Member Features
IPI of course! Here's some of the reasons why ...
Where do families of substantial wealth go for reliable, unbiased information?
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When joining IPI, you'll gain:

  • Peer-to-Peer Networking
  • Global Community Access
  • Strategic Insights
  • Unparalleled Access to Experts
  • Relevant Solutions
  • Actionable Advice
  • Fast-Track Initiatives
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Community Member Benefits
Providing a road map for informed decision-making.
The original and trusted private membership community for the UHNW.
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Summary of Benefits

  • Access to a North America and Global Family Community
  • Attendance at IPI Forums, Roundtables and Direct Investment workshops
  • Attendance at Women & Wealth and Next Generation programs
  • Participation at Private Investor briefings
  • Connection through our online membership platform, Memberlink
  • Personalized introductions to other members of the community
  • Wealth management intelligence reports and data
  • Family Business publication
  • And Much More ....Learn How to Join This Unique Network and Community
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Community Member Criteria
IPI is an exclusive, private, invitation-only membership organization and community.

Do you qualify?
IPI is an exclusive, private, invitation-only membership organization and community.
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Membership Criteria

IPI is a strong community where members needs and interests matter.  

 

Interested in learning more about IPI and how you can become a member - call 212-693-1300 or complete the Request for Additional Information section. 

For your convenience, the application form is provided below:

2017 Features and Application Form

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Frequently Asked Questions
What is IPI’s definition of a private investor?
How does IPI maintain confidentiality of private investor members?
Are there membership requirements?
What does IPI mean by the terms principal, proxy and family office executive?
What is an ivory snow member of IPI?
What is Memberlink®?
What are Investor Conversations?
What is IPI’s definition of a private investor?
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Frequently Asked Questions

1. What is IPI’s definition of a private investor?

Our definition of a private investor is a family or individual whose investable assets exceed $30 million USD or more, over one-third oversee $200 million USD or more, and four out of five families manage $50 million or more. Today there are 1,100+ individual members from 345 different families, 17 countries, and 40 states.

2. How does IPI maintain confidentiality of private investor members?

Contact data is kept private and is not released to anyone without the expressed permission of the member. No membership lists are published.

3. Are there membership requirements?

Yes. All potential members are qualified by IPI or recommended by a current member. All members sign a Code of Conduct and agree to certain established norms of the membership community.

4. What does IPI mean by the terms principal, proxy and family office executive?

A principal is used to denote any member of a family and possibly the decision-maker, but not necessarily. A principal could be any generation of that family, including the originator of the wealth. One of five IPI principals also oversee the family’s office.

A family office executive is defined as an executive hired by the family to work within the family office overseeing investments, often including hiring and monitoring of outside advisors.

A proxy is an individual designated by a family to represent the family within IPI’s membership. Not necessarily employed by the family in any specific capacity, these individuals are typically family trustees.  Today there are twelve proxy members of IPI, with both the proxy and the family personally known to IPI for many years.

Within the membership today, principals comprise 70%, family office executives 29% and proxies 1%. Two out of three of the members maintain some type of family office.

5. What is an ivory snow member of IPI?

In order to maintain a “safe harbor” for private investors, we ask all members to disclose on their membership application whether or not they “wear two hats.” An ivory snow member is defined as a private investor who has no intention or motivation to sell a product or service to other members. Today, 90% of the membership is ivory snow, and this ratio is carefully maintained.          

Both the online community and certain sessions at IPI forums are open only to those who, in IPI’s judgment, maintain the norms of a safe harbor inside IPI.

6. What is Memberlink®?

Memberlink® is IPI’s online community where members connect with one another, research relevant topics and stay abreast of upcoming IPI events by navigating the various sections of the site.

7. What are Investor Conversations?

Investor Conversations are a private, password-protected community for private investor members on Memberlink®.  Nine out of ten families have at least one member of the family participating. Topics cover a wide range, provide a chance to question, and learn from fellow members’ experiences. There is a new question posted almost every day and on average, each question receives two replies.

8. What events are available to IPI members?

  • Forums
  • Member Roundtables
  • Next Generation Programs
  • Women-of –Wealth Programs
  • Seasonals
  • Co-Investment Workshops
  • Campden Wealth Conferences

View Event Calendar

9. What other resources are part of IPI membership?

IPI members may access two popular Campden Wealth publications, Campden FB [Family Business] and Campden FO [Family Office], which are published quarterly along with more frequent online bulletins. IPI members may also receive in-depth research reports on family office trends, wealth preservation strategies and socially responsible investing. These research reports often focus on a region, i.e. Europe or North America, while others are more global in perspective.

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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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