Private wealth communities are peer bodies organised around personal or family capital rather than a company: the member's balance sheet, the family's continuity, the next generation's readiness and the purpose the money serves. They range from moderated monthly groups with a published wealth floor to invitation-only networks for centimillionaire families and giving circles with a pledge as the entry test. Because members are frequently post-exit, the questions that matter differ from CEO peer groups: non-solicitation rules, confidentiality, and whether the organization itself sells investment products to the room.
People aged 18 to 35 in the United States who have access to wealth or class privilege placing them in the top 10 per cent by net wealth or income, and who want to redistribute…
Women with significant personal wealth who are willing to commit at least $1 million over ten years to organisations and initiatives benefiting women and girls, plus their…
Institutional limited partners — pension funds, endowments, foundations, insurers, family offices, sovereign wealth funds and development finance institutions — that invest in…
High-net-worth individuals seeking passive cash flow: entrepreneurs, business owners and high-earning employees, including people approaching or past a seven- to ten-figure exit…
Individual and family wealth holders who are actively deploying significant private capital philanthropically and want structured education in how to do it
Individual wealth holders able to move $50,000 or more a year in giving, and professional staff and trustees at grantmaking foundations, who want to direct money toward…
Philanthropic families and individuals deploying at least US$1 million in giving and social investment, who want peer learning and collaboration rather than transactional…
Capital raisers, fund managers, deal sponsors and business owners seeking access to family offices and wealthy private investors, alongside investors attending as buyers
Principals and next-generation members of business-owning families, executives of family-controlled investment offices, single family offices and private multi-family offices, and…
Accredited investors, predominantly women, who want to invest in venture funds and take part in the diligence process rather than write individual angel cheques