Membership Application (SK)

Global Peer Connectivity and Networking:
  • Access to a global community of over 1,400 peers from 43 countries who share experiences, insights, and advice.
  • Opportunities for networking and peer-driven deal-flow with like-minded families, fostering valuable connections.
  • Dedicated IPI team member who suggests resources and events, and helps make connections among fellow members
Access to All Global and Regional In-person and Virtual Confidential, Member-Only Forums Including:
  • Multi-day forums around the world on topics including: private investments, alternative investments, impact investing and innovation, family office operations, family enterprise, legacy, and more
  • Needs & Leads Sessions – Share and address pressing investment, business, or personal challenges, and receive valuable leads from the community.
  • Alternative Funds Events – Hear from niche, under-the-radar funds and learn about their opportunities
  • Co-Invest & Deal Flow Workshops – Learn how other family offices engage in co-investment and discover peer-led co-invest deals
  • Mayo Clinic Virtual Series – Participate in expert-led deep dives into wellness, performance, longevity, and maintaining optimal health
Education and Knowledge Sharing:
  • Access to educational resources, white papers, expert speakers, and industry leaders.
  • Exposure to diverse perspectives on wealth management strategies, family enterprise operations best practices, legacy and succession planning, and unique investment opportunities.
  • Complimentary access to Campden Education Module 1 and member-only discounts on other modules
  • Access to CampdenFB, a leading publication focused on UHNW families, their enterprises, and stories
Research and Market Insights:
  • Benchmark with and participate in peer-driven research reports, market analyses, and insights from our community of UHNW private investors and family offices.
  • Previous reports have covered topics including: family office, family enterprise, next gen engagement, philanthropy, venture capital, private equity, and more
  • NextGen Series – Meet like-minded NextGen peers, discussing topics pertinent to the upcoming-generation of family members
  • Women of Wealth – Monthly cohorts of 7-10 women family members only discussing a variety of topics in a confidential setting
  • AI Council – Engage in peer-driven discussion around artificial intelligence and emerging technologies
Exclusive Member Website Which Offers:
  • Member directory to connect with members around the world
  • Access to in-house research reports, whitepapers, and market insights
  • Advisor databank featuring best-in-class service providers
  • Members discussion forum
  • Register for events and access past event handouts and recordings
What are my membership options?
  • Families may join for either 12- or 24-months, on a rolling-calendar basis
  • Two membership types:
    • Individual membership exclusive to the family principal. The membership is non-transferrable for personalized access only.
    • Family membership extends to all family members and senior-level executives with a maximum of two members attending any Forum, but no limit on which family members and executives attend (i.e., mix-and-match: women family members can participate at Women of Wealth events, CIOs may enjoy the Investment Forums, family members working in the family enterprise should attend the business-themed Forums, etc.)
Member information
Membership agreement

The code of conduct of a safe harbor is that members do not solicit other members for investments or services. We ask all members, guests and speakers to respect this non-commercial tradition and refrain from giving even informal investment presentations or making solicitations of any kind. Exchanging business cards is entirely appropriate. All IPI members, both new and veterans, agree to preserve this safe harbor.

An important feature of the IPI Code of Conduct is that private investor members are polite and professional in their interaction with all members. This includes welcoming advisors or speakers into the community of learners and respecting their interest in receiving feedback on forum presentations or their RFI responses.

Investor Conversations on Memberlink® – The freedom to ask, and the assurance of an ivory snow reply – all within a confidential, private network – are the foundation of the safe harbor on Memberlink®. Use your judgment when criticizing an advisor or fellow member; no “flaming.” Never print out and / or forward dialogues to anyone other than your own family / family office. IPI is not responsible for the views expressed or any actions taken as a result of information shared on Memberlink®. IPI does not edit or otherwise perform due diligence on the responses. Please remember that a member’s opinion may be biased. IPI urges members to perform their own extensive due diligence.

The value of the IPI network and community is greatly enhanced by the participation of members. IPI hopes you will complete at least one IPI survey per year, and if possible, answer or ask a question online at least once a year.

To maintain the integrity of the membership, IPI asks all members to disclose affiliations annually. Please complete the following:

By ticking this box, I agree to abide by the Code of Conduct and have completed the membership information and affiliation disclosure. Should any of this information change, I will notify IPI immediately.