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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IPI Returns to In-Person Events: Four Before Year-End
IPI Returns to In-Person Events: Four Before Year-End
Starting September 21st, 2021
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IPI FALL FORUM • SEPTEMBER 21–23 • DALLAS, TX • 

The IPI Fall Forum will be the first chance for IPI members to get together in-person since last year. Each of the three days of the Forum will deliver high powered speakers that are integral to Dallas, the broader TX community and nationally, with ample time to connect and reconnect with each other.

 

CAMPDEN WEALTH FAMILIES INVESTING WITH INNOVATION AND IMPACT MEETING • OCTOBER 12–14 • PALM SPRINGS, CA •

As the world starts to open up and return to some sort of normality, Campden Wealth will be spending three days discussing how we should interpret the new world. Family office principals and investors will be discussing their strategies and aims for this new period. In addition to the mix of thought-leaders, case studies and connectivity, we will be undertaking a deep dive on the world of impact investing and ESG.

 

CAMPDEN WEALTH’S FAMILY OFFICE MEETING • NOVEMBER 16–18 • PALM BEACH, FL • 

As we start returning to our offices, plane seats, meeting rooms and hotel rooms, Campden Wealth will be using our annual family office meeting to focus on the new world of work and how we should be planning for the post pandemic era.

 

IPI END OF YEAR FORUM • DECEMBER 6–8 • BERMUDA • 

In our year ending IPI meeting we’re heading to Bermuda to experience a multifaceted IPI Forum. As part of our experience the Government of Bermuda will host the members of IPI. The Hon. E. David Burt, JP, MP, is Bermuda’s youngest Premier and established entrepreneur. He became leader of the opposition in 2016 and a year later the Premier of Bermuda. His is a galvanizing story pointing to the direction Bermuda is heading.

 
Please contact Adam Wachter, aw@memberlink.net, to join IPI.  
 
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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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