Institute for Private Investors (IPI)

The Institute for Private Investors, IPI, is the preeminent membership network for families of substantial wealth. Individuals and families with substantial assets count on IPI's programs, which feature the latest thinking of industry thought leaders,  to ensure a safe harbor for a confidential exchange of information.

IPI members represent a wide spectrum of investment views and levels of investment knowledge, yet all share a commitment to improving their understanding of the complexities of the financial landscape and helping each other to become more sophisticated stewards of their wealth.

Private investor members value the distinct sense of community at IPI and stay in touch with each other between events via Memberlink*, a secure online communication platform. These investor conversations are an active dialogue, and questions often relate to new investments or services, due diligence on a manager, or more personal topics such as trust terms and next generation issues.

By becoming a member of IPI you join an exclusive network of UHNW investors and families, have the opportunity to attend our conferences, become part of a secure online community and have access to proprietary research.

*Memberlink is our secure online platform through which families can connect with one another in a totally private environment but also includes access to a panel of professional advisors. 


Membership Information

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