Membership Application (SK)

Membership is measured on a twelve month basis, not by a calendar year
Individual membership is unique to the primary member only and is non-transferrable
Family membership is for all members of the family (unlimited seats); only two family members may attend one event at a time

Member information

Domestic Membership

  • 4 Institute for Private Investors Forums
    San Francisco, New York - Spring & Fall, Dallas
  • 4 Campden Wealth conferences focused on Family Enterprise, Family Office, and Family Investments
    Phoenix, Chicago, Denver, Boston
  • 6 Co-Direct Investment Workshops
    Nashville, Tampa, Austin, New York, San Francisco, Boston
  • Women & Wealth Programs
  • Next Gen events for members 40 years and younger
  • 4 Alternative Fund Manager Events
    San Francisco, New York (2), Dallas
  • Roundtables around the country, covering a wide array of subjects
  • Needs & Leads sessions: share your pressing investment and business challenges with our members, and receive leads from the group
  • Multiple social and connectivity events
  • Access to Memberlink, the IPI Online Community, and Managerlink, the IPI Alternative Online Fund Room
  • Presentations from forums and conferences, webinars, white papers, surveys and recordings
  • Campden FB (online magazine), annual Global Family Office Report, and research report

Global Membership

  • All Campden Wealth conferences worldwide (Europe, Americas, Asia, Middle East)
  • 4 Campden Wealth conferences focused on Family Enterprise, Family Office, and Family Investments
    Phoenix, Chicago, Denver, Boston
  • 4 Institute for Private Investors Forums
    San Francisco, New York (Spring & Fall), Dallas
  • 6 Co-Direct Investment Workshops
    Nashville, Tampa, Austin, New York, San Francisco, Boston
  • Women & Wealth Programs
  • Next Gen events for members 40 years and younger
  • 4 Alternative Fund Manager Events
    San Francisco, New York (2), Dallas
  • Roundtables globally (Europe, Americas, Asia, Middle East), covering a wide array of subjects
  • Needs & Leads sessions: share your pressing investment and business challenges with our members, and receive leads from the group
  • Multiple social and connectivity events
  • Access to Memberlink, the IPI Online Community, and Managerlink, the IPI Alternative Fund Room
  • Presentations from forums and conferences, webinars, white papers, surveys and recordings
  • Campden FB (online magazine), Annual Global Family Office Report, & Research Reports
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.