Membership Application (SK)

Member information

Domestic Individual

  • Principal can attend 4 Institute for Private Investors Forums
    San Francisco, New York - Spring & Fall, Dallas
  • Principal can attend 4 Campden conferences focused on Family Business, Family Office and Family Investments
    Miami, Chicago, Denver, Boston
  • Principal can attend 4 Alternative Fund Manager Events
    Los Angeles, Chicago, Dallas, Miami
  • 4 Next Gen events for members 40 years and younger
    New York, San Francisco, Miami, Austin
  • Principal can attend Roundtables around the country, covering a wide array of subjects
  • Multiple social and connectivity events
    Fort Bragg, Art Basel Miami, Hamptons, and more
  • Principal can attend 4 Co-Direct Investment Workshops
  • Principal can attend 2 Women & Wealth Programs
  • Access to Memberlink, The IPI Online Community
  • Access to Managerlink, The IPI Alternative Fund Room
  • Presentations from forums and conferences, webinars, white papers, surveys and recordings
  • Campden FB Magazine & Research Reports

Domestic Family

  • 4 Institute for Private Investors Forums for three individuals
    San Francisco, New York - Spring & Fall, Dallas
  • 4 Campden conferences for three individuals focused on Family Business, Family Office and Family Investments
    Miami, Chicago, Denver, Boston
  • 4 Alternative Fund Manager Events for three individuals
    Los Angeles, Chicago, Dallas, Miami
  • 4 Next Gen events for members 40 years and younger
    New York, San Francisco, Miami, Austin
  • Roundtables around the country, covering a wide array of subjects for three individuals
  • Multiple social and connectivity events
    Fort Bragg, Art Basel Miami, Hamptons, and more
  • 4 Co-Direct Investment Workshops for three individuals
  • 2 Women & Wealth Programs
  • Access to Memberlink, The IPI Online Community
  • Access to Managerlink, The IPI Alternative Fund Room
  • Presentations from forums and conferences, webinars, white papers, surveys and recordings
  • Campden FB Magazine & Research Reports

Global Individual

  • Principal can attend all of CW conferences worldwide
  • Principal can attend 4 Campden conferences focused on Family Business, Family Office and Family Investments
    Miami, Chicago, Denver, Boston
  • Principal can attend 4 Alternative Fund Manager Events
    Los Angeles, Chicago, Dallas, Miami
  • 4 Next Gen events for members 40 years and younger
    New York, San Francisco, Miami, Austin
  • Principal can attend Roundtables around the country, covering a wide array of subjects
  • Multiple social and connectivity events
    Fort Bragg, Art Basel Miami, Hamptons, and more
  • Principal can attend 4 Co-Direct Investment Workshops
  • Principal can attend 2 Women & Wealth Programs
  • Access to Memberlink, The IPI Online Community
  • Access to Managerlink, The IPI Alternative Fund Room
  • Presentations from forums and conferences, webinars, white papers, surveys and recordings
  • Campden FB Magazine & Research Reports

Global Family

  • Two individuals can attend all of CW conferences worldwide
  • 4 Campden conferences for three individuals focused on Family Business, Family Office and Family Investments
    Miami, Chicago, Denver, Boston
  • 4 Alternative Fund Manager Events for three individuals
    Los Angeles, Chicago, Dallas, Miami
  • 4 Next Gen events for members 40 years and younger
    New York, San Francisco, Miami, Austin
  • Roundtables around the country, covering a wide array of subjects for three individuals
  • Multiple social and connectivity events
    Fort Bragg, Art Basel Miami, Hamptons, and more
  • 4 Co-Direct Investment Workshops for three individuals
  • 2 Women & Wealth Programs
  • Access to Memberlink, The IPI Online Community
  • Access to Managerlink, The IPI Alternative Fund Room
  • Presentations from forums and conferences, webinars, white papers, surveys and recordings
  • Campden FB Magazine & 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.