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Institute for Private Investors · Requirements

Institute for Private Investors membership requirements

Every criterion Institute for Private Investors publishes, with its source, the date it was verified and how confident we are in it, plus superseded figures, so you can see how the tests have moved.

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Read a requirement as the organization's published floor, not as a promise. A revenue test may have alternative versions for different business types, chapters can set stricter local tests, and invitation-only bodies publish criteria that describe members rather than admit them.

Current published criteria

3 rows
CriterionPublished requirementNoteProvenance
Minimum investable assets Minimum of USD 30 million in assets Stated on the IPI membership page. IPI reports that members' average liquid assets exceed USD 300 million, well above the floor. Verified September 2026High confidenceSource ↗
Role or title Applicant must be an ultra-high-net-worth principal, a member of a family of substantial wealth, a family office executive or a private investor Verified September 2026High confidenceSource ↗
Invitation Membership is described as by invitation only, with all applications subject to approval An application portal is nonetheless published. Verified September 2026High confidenceSource ↗

How admission works

Application process
Candidates who meet the USD 30 million asset minimum apply through IPI's membership application portal and choose an individual or family membership. All applications are subject to approval. Members of IPI are automatically treated as qualified for Campden Club events and do not complete Campden's separate qualification form.
Invitation required
Sometimes
Sponsor required
Not documented by the organization or a source we could verify
Selectivity
Not publicly disclosed. IPI states only that all applications are subject to approval.
Membership term
Annual
Primary audience
Ultra-high-net-worth principals, families of substantial wealth, family office executives and private investors in North America
Typical member
IPI states a minimum of USD 30 million in assets to qualify and reports that members' average liquid holdings exceed USD 300 million. More than 48 per cent of members have belonged for ten years or longer.

Do you appear to meet them?

The qualification tool reads these rows against a profile you give in ranges and explains which criteria appear met, unclear or unmet. Check your profile

If not: alternatives to Institute for Private Investors (Family Office Association, Campden Wealth, Family Office Exchange, CCC Alliance).

Last verified: 6 September 2026 Report an error on this page

Sources

  1. Front page — Institute for Private Investors, Institute for Private Investors. Accessed 6 September 2026.tier 1
  2. About Us — Campden Wealth, Campden Wealth. Accessed 6 September 2026.tier 1
  3. Membership — Institute for Private Investors, Institute for Private Investors. Accessed 6 September 2026.tier 2
  4. Qualify — Campden Wealth, Campden Wealth. Accessed 6 September 2026.tier 2
  5. 2025 Membership Overview — IPI / Campden Wealth, Campden Wealth, January 2025. Accessed 6 September 2026.tier 2
  6. Institute for Private Investors, Wikipedia. Accessed 6 September 2026.tier 8
  7. Institute for Private Investors (IPI): Membership, Cost & How to Join, Asora. Accessed 6 September 2026.tier 8

Source tiers follow the published hierarchy: 1 official site · 2 official membership materials · 3 application documents · 4 annual reports · 5 government filings · 6 reliable business publications · 7 credible interviews · 8 other reputable secondary sources. Sources and data policy.