Institute for Private Investors
The Institute for Private Investors (IPI) is a private membership organization that provides peer-to-peer networking and investor education for its members. The group is open to high-net-worth individuals, or families with minimum investable assets of US $30 million or more.
The organization was founded in 1991 by Charlotte B. Beyer. Its mission is to change the way investors work with advisors and advisors work with investors, for the benefit of both. The association sells no investment products or consulting services, and all of its revenue is derived from membership dues and educational fees.
In 1999 IPI collaborated with the Wharton School of the University of Pennsylvania to create a five-day residential program in Private Wealth Management. Since then over 700 private investors and family office executives have attended the program which is offered twice each year.
For young wealth-holders under 50, the organization offers a NextGen Membership that combines online resources with special events and educational programs to help next generation principals connect with their peers. .
In addition to individual private investors and families, professional service firms, such as registered investment advisors and wealth managers, can also join IPI as members. Professional firms do not gain access to the investors' conversations and are not allowed to directly pitch or sell to the investors, but benefit from positioning, education and competitive intelligence.
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