Partners
Changing the way Investors work with Advisors

Where do the smartest families go to learn how to manage their wealth? 

For over 26 years, they have turned to the Institute for Private Investors.

Learning from, and connecting with, this group of private investors can help you strategize your offerings, provide new tools to sell into this very changed market and better serve your clients.

Position your firm with IPI - you can't afford not to!

Why Join IPI?
Let IPI help you create opportunities that make your business more profitable.
Good question - here are some of the reasons ...
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Summary of Benefits

If you are a professional in the wealth management industry, learn how to join this unique network and benefit from:

In-Person

  • Principal can attend 4 Institute for Private Investors Forums
  • Principal can attend 4 Campden conferences focused on Family Business, Family Office, and Family Investments
  • Principal can attend 4 Alternative Fund Manager Events
  • 4 Next Gen events for members 40 years and younger 
  • Multiple social and connectivity events
  • Principal can attend 4 Co-Direct Investment Workshops
  • Principal can attend 2 Women & Wealth Programs

Online Community

  • Access to Memberlink, The IPI Online Community
  • Access to Managerlink, The IPI Alternative Fund Room 
  • Handouts and Recordings 
  • Advisor DataBank 
  • Advisor Updates 
  • Request For Information 
  • Presentations from forums and conferences, webinars, white papers, surveys and recordings

In-Print 

  • Research 
  • Global Family Office Report 
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Leaders Council
Establish your market leading position
Exclusive and invaluable channels to UHNW Private Investor Community
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Leaders Council

Increase relationship engagement and develop brand affinity through education and thought-leadership. Benefits include:

  • IPI Forums
  • Seasonal Meetings
  • Host Exclusive Private Investor Dinners
  • Member Introductions
  • Online Memberlink Community
  • National Branding
  • IPI and Campden Research
  • Campden FB and Campden FO publications
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