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.
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Forums and Events
Learning from and connecting with subject matter experts and peers!
A Variety of In-Person and Online Learning Environments
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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.
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Featured Program: 10th Annual Americas Families in Business Conference
At the 10th Annual Americas Families in Business Conference, you’ll hear the insight and analysis of many leading global families, who will be sharing their experiences and lessons learned. Family business experts will also be leading workshops to help you devise optimal strategies.
March 14th & 15th, 2017
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The 10th Annual Americas Families in Business Conference - Developing Your Business and Family Strategies for Next Generation Leadership

March 14th & 15th, 2017 – Four Seasons, Miami, FL, USA

As many of you have recounted to me over the last year, family businesses are special.  As compared to their public counterparts and competitors, they present unique management challenges. These challenges are scarcely acknowledged in business school lecture halls or traditional management books. Recognizing this gap, Campden Wealth is excited to invite you to our 10th annual conference where we will cover the following crucial and timely topics:

  • Measuring the performance of family companies against your public peers: the eight key metrics.
  • Competing against public companies, family businesses enjoy advantages as well as disadvantages, so leveraging the unique strengths of family businesses and managing the weaknesses to dominate your market sector over the next generation.

Over the two-day conference, you’ll hear the insight and analysis of many leading global families, who will be sharing their experiences and lessons learned.  Family business experts will also be leading workshops to help you devise optimal strategies.

To reserve your place, 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.  

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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.
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Calendar
Complete Listing of IPI and Campden Wealth Events Worldwide
Global Events
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AMERICA

WHARTON PRIVATE WEALTH MANAGEMENT PROGRAM
Philadelphia, PA – April 30 - May 5, 2017

LAUNCH EVENT - 2017 WOMEN & WEALTH INITIATIVE
New York, NY – May 22, 2017

SPRING FORUM FOR PRIVATE INVESTORS
New York, NY – May 23-24, 2017

5TH NORTH AMERICAN FAMILY INVESTMENT CONFERENCE
Chicago, IL – June 13-14, 2017

WHARTON PRIVATE WEALTH MANAGEMENT PROGRAM
San Francisco, CA – July 30 - August 3, 2017

EAST MEETS WEST ROUNDTABLE
San Francisco, CA – September 18, 2017

2ND WEST COAST FAMILY INVESTING CONFERENCE
San Francisco, CA – September 19-20, 2017

FALL FORUM FOR PRIVATE INVESTORS
New York, NY – October 3-4, 2017

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

12TH NORTH AMERICAN FAMILY OFFICE CONFERENCE
Boston, MA – November 29-30, 2017

EUROPE

24TH MEDTECH INVESTING EUROPE CONFERENCE
Lausanne, Switzerland – April 5-6, 2017

EAST MEETS WEST SEMINAR
London, UK – April 25, 2017

10TH FAMILY WEALTH MANAGEMENT CONFERENCE
London, UK – April 26-27, 2016

18TH EUROPEAN FAMILY INVESTMENT CONFERENCE
Geneva, Switzerland – May 31-June 1, 2017

14TH EUROPEAN FAMILIES IN BUSINESS CONFERENCE
Prague, Czech Republic – June 20-21, 2017

25TH MEDTECH INVESTING CONFERENCE
London, UK – September 19-20, 2017

BUILDING A MULTI-GENERATIONAL FAMILY OFFICE
London, UK – October 31, 2017

19TH EUROPEAN FAMILY OFFICE CONFERENCE
London, UK – November 1-2, 2017

MIDDLE EAST

MIDDLE EAST FAMILIES IN BUSINESS CONFERENCE
Abu Dhabi, UAE – September 26-27, 2017

ASIA

INDIAN FAMILIES IN BUSINESS CONFERENCE
Mumbai, India – April 26-27, 2017

8TH ASIA PACIFIC FAMILY INVESTMENT CONFERENCE
Singapore – May 16-17, 2017

15TH ASIA PACIFIC FAMILY OFFICE CONFERENCE
Hong Kong – October 24-25, 2017

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

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.

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