Professional
Changing the way Investors work with Advisors

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

For over 24 years, they have turned to the Institute for Private Investors.

Professional Members of IPI are provided multiple opportunities to educate and inform the IPI community of ultra-high-net-worth individuals and families in an open, transparent and sophisticated environment.

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

  • Forums
  • Advisor roundtables
  • Private Dinners 
  • Next Generation Meetings 
  • The Grill®

Online Community

  • Memberlink®
  • Heard From Investors 
  • Handouts and Recordings 
  • Advisor DataBank 
  • Advisor Updates 
  • Request For Information 

In-Print 

  • Research 
  • IPI Report 
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Educational Partners
360-Degree Marketing Strategy
A Customized Solution
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Educational Partners

The Educational Partnership is a customized solution structured to meet specific partner needs.

This is an excellent business opportunity to meet, network and develop relationships within IPI's ultra-high-net-worth private investors community.

Educational Partners are looking  to reach this UHNW community with maximum impact and visability.

Based on your goals and objectives, a comprehensive program spanning:

  • Positioned as a Premier Thought-Leader on a Specified Market Segment
  • Research
  • Sponsorship
  • Advertising
  • IPI Forums
  • Roundtables
  • Member Introductions
  • Host Exclusive Dinners
  • Online Memberlink Community
  • National Branding
  • IPI Advisor Databank
  • IPI and Campden Research
  • Campden FB and Campden FO publications
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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
  • Member Roundtables
  • 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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Advisor Membership
Learn from interactions with private investor members
A dynamic community
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Advisor Membership

 Join this ever-evolving community of private investors and advisors,  who rely on each other for information and education. Benefits include:

  • Hosting Member Roundtables
  • Seasonal Meetings
  • Member Introductions
  • Online Memberlink Community
  • IPI Advisor Databank
  • Campden FB and Campden FO publications
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