Membership Application SK

Membership cannot be paused or frozen at any time.

From the Moment You Apply, Your Custom Membership Experience Begins

As soon as your membership application is submitted and approved, you become part of the IPI-Campden global community.

You will be personally supported from day one by a dedicated Membership Liaison — your primary point of contact throughout your membership. Their role is to ensure you get immediate and ongoing value by:

  1. Making targeted introductions to relevant members
  2. Guiding you toward the most relevant forums, gatherings, and micro-communities
  3. Helping you identify peers, partners, or advisors to address specific challenges or opportunities
  4. Acting as your trusted navigator within our global community

This is a high-touch, highly personal membership experience, designed to save you time and accelerate meaningful engagement with peers worldwide.

Membership Grants Exclusive Access to

A Global Peer Network You Can Actively Use

  1. Connect with a carefully curated community of 1,400+ family members, principals, and senior executives across 43+ countries.
  2. Engage in a private, peer-driven environment built on trust, discretion, and shared experience.
  3. Access deal flow, co-investment dialogue, and strategic peer insight not available through public or transactional networks.
  4. Receive proactive support from the IPI team to ensure introductions are relevant, timely, and valuable.

Members-Only Forums | In-Person & Virtual

Participate in a global calendar of private forums designed exclusively for members, covering topics such as private investments, alternatives, impact, innovation, family office operations, and legacy planning.

Including:

  1. Signature Forums – Deep, peer-led discussions & experts in trusted settings around the world. (8 multi-day events in North America and 12 more across Europe, Asia, the Middle East, and India)
  2. Global Congress – An opportunity to meet hundreds of fellow-members from around the world across an action-packed week in Abu Dhabi, with special thematics dedicated to each day.
  3. Special Interest Gatherings – Smaller, invitation-based groups focused on specific investment themes, sectors, or emerging opportunities.
  4. Needs & Leads Sessions – Confidential, hour-long, peer-driven problem-solving gatherings (both in-person and virtually) focused on real-time challenges and opportunities.
  5. Co-Invest & Deal Flow Workshops – Peer-led exploration of collaborative investment opportunities in topical and relevant asset classes.
  6. Tech Series – Showcase of innovative technology solutions designed for family offices shared in interactive demos, giving UHNWs and executives the chance to ask questions and evaluate relevance.
  7. Mayo Clinic Virtual Series – Expert-led sessions on health, performance, longevity, well-being, and more to help you be your best physically and mentally.

Community Within the Community

Engage in focused peer groups aligned to your role, interests, and stage:

  1. NextGen Series – A trusted peer environment for next-generation family members.
  2. Women of Wealth – Monthly virtual cohorts for women principals and senior leaders within family enterprises.
  3. AI Council – Peer-led discussions on artificial intelligence and emerging technologies.
  4. Billion Dollar Club – A private group for families with assets exceeding $1 billion, focused on large-scale strategy and collaboration.
  5. Family Office Impact Network – A confidential forum for families committed to philanthropy, ESG, and measurable impact.

Members-Only Digital Platform

  1. Secure access to a global member digital platform for discreet peer connection.
  2. Exclusive research, white papers, and market intelligence.
  3. Access to presentations in real-time at our events.
  4. A curated advisor and service provider database.
  5. Private discussion forums for candid peer exchange.
  6. Centralized access to upcoming events, past content, and session handouts and recordings.

Education & Thought Leadership

  1. Campden Education — our online learning platform. We designed these education modules to be a flexible, self-paced way to dive into the core topics that matter most to enterprising families.
    1. Every membership includes one complimentary course module slot of your choosing.
    2. Additional participants or courses can be added for a small fee.
    3. Course modules run over a few weeks, with a clear start and finish date.
    4. Each module includes short videos, a real family case study, and a live virtual session.
    5. Six module courses include: Family Governance, Family Office Fundamentals, Becoming a Good Steward of Your Wealth, Family Communication and Conflict Management, Family Leadership, Succession Planning
  2. On-demand access to the Campden Podcast and Webcast Series, featuring family office leaders, experts, and peers.
  3. IPI-Wharton Private Wealth Management Program — For over 25 years, IPI has partnered with the Wharton School to present a one-of-a-kind investment education.

    IPI Members receive FAST TRACK priority approval and access. Additional tuition fee of $16,250 per participant – room and meals included.

Research & Market Intelligence

  1. For over 20 years, Campden Wealth has been producing proprietary research.
  2. Participate in and benchmark against peer-led research.
  3. Access a comprehensive research library covering:
    1. Family office operations and best practices
    2. Next-generation engagement
    3. Philanthropy and impact
    4. Private equity, venture capital, and alternative investments

What are my membership options?

Families may join for either 12- or 24-months, on a rolling-calendar basis.

Two membership types:

  1. Individual membership — exclusive to the family principal and non-transferrable.
  2. Family membership — extends to all family members and senior-level executives, with flexible participation across forums and events.
Name(Required)
Mailing Address(Required)
Communication Preferences:(Required)
Your Role:(Required)
Do you own an operating business?
What are your areas of interest?(Required)

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:

1. Are you employed by a financial services, brokerage, financial consulting, money management or investment firm?(Required)
2. Are you a general partner in an investment limited partnership that is open to, or includes, non-family limited partners?(Required)
3. Are you currently raising capital for a fund, vehicle, or investment structure?(Required)
4. Are you or any others joining as part of your membership involved in business development or a similar sales role?(Required)
5. Are you a member of a business-owning family?(Required)
6. Are you affiliated with a family office?(Required)
7. If affiliated with a family office, is it open to investors or clients outside of your family?(Required)
8. Have you or your family office added any non-family investors, clients, or partners in the past five years?(Required)
9. Do you serve on an advisory board or have an economic relationship with any firms referenced above?(Required)
10. Do you identify as a next-generation family member?(Required)
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.(Required)
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.