IPI

The 2025 North American edition of @CampdenWealth @RBC Global Family Office Report provides data and insights on a broad range of topics relevant to family offices like investment strategy, ops costs, technology, risk, governance, and succession planning. campdenwealth.com/report/north-a…

Just launched: The Family Office Operational Excellence Report 2025, with insights from 146 family offices globally. Explore best practices, tech trends, and in/out-sourcing strategies. Download your copy today! campdenwealth.com/report/family-… #FamilyOffice #UHNW #Wealth #Operations

Join peers May 19 for a Doha Family Office Showcase: This is a high-level gathering for key stakeholders. Discussions will focus on critical topics such as family governance, wealth preservation and transfer, portfolio diversification, technology adoption, and impact investing.

Episode 2 is live for The Glue - Paras Chandaria, a seasoned family business leader at Comcraft Group, a global multi-gen family business group, shares insights 30+ years in international business and private equity. youtu.be/E6J8ie0r5e4?si… @dradilalzarooni @campdenwealth

Join family office peers in Detroit, May 12-14 to hear from leading families in food, impact, apparel, automotive, and other massive local industries! Connect with like-minded UHNW families in networking sessions and receptions! campdenwealth.com/detroit

Join your family office peers in Detroit, May 12-14 for a can't-miss gathering of UHNW private investors leading the charge in impact, innovation and family legacy. Experience private exclusive tours of iconic Detroit facilities and network with peers. campdenwealth.com/detroit

Excited to kick off Campden's first Nashville event discussing family stewardship and alternative investments! Hear from family office peers and leading experts this week! campdenwealth.com/nashville #familyoffice #alternatives #investments #uhnw

How are family office principals and executives investing across alternatives like venture, private equity, and real estate? Learn directly from #UHNW peers in Nashville, March 4-5! campdenwealth.com/nashville

A HUGE thank you to all the speakers, families, and partners who joined us last week in Santa Monica! Looking forward to seeing everyone next in Nashville, March 3-5 to discuss stewardship and alternatives! campdenwealth.com/nashville

Where will we see you and your #familyoffice this year? Winter Investment & Family Office Forum - Feb 5-6 - Santa Monica Mid-Year Investment Forum - June 18-19 - NYC Fall Alternatives Forum - Sept 11-12 - Denver End of Year Forum - Dec 10-11 - Dallas #overlay-context=events" target="_blank" rel="nofollow noopener">instituteforprivateinvestors.com/content/ipi-fo…

Announcement: Brien Biondi, CEO of IPI and Campden Weath, NA, will be stepping down as the CEO effective Dec 31st. He will be joining Campden's board and current NA COO, Susan Kemp, will take his place starting Jan 1st. We look forward to continued growth in '25 and beyond!

Family office principals and execs are joining us this week in #palmbeach at our SOLD OUT Family Office Forum! Learn how you can join us next time: campdenwealth.com/palmbeach #conference #uhnw #networking

Family offices join their peers in Palm Beach next week at our sold out Family Office Forum! campdenwealth.com/palmbeach #conference #uhnw #familyoffice

Looking to join a network of family office peers? instituteforprivateinvestors.com/membership

Close your year out with macro insights to inform your family office in Dallas, Dec 10-12! instituteforprivateinvestors.com/events

How are family offices integrating macro conditions into their investment portfolios? Learn more in Dallas this December! instituteforprivateinvestors.com/events #familyoffice #dallas #investment #portfolio

Family offices are joining IPI in Dallas, Dec 10-12 to discuss the energy transition, real estate, and the macro investment climate. Connect with #uhnw peers in thematic roundtable discussions, networking breaks, cocktails and more! instituteforprivateinvestors.com/events #familyoffice #dallas

Join your family office peers at IPI's final forum of the year in Dallas, Dec 10-12! instituteforprivateinvestors.com/events #familyoffice #uhnw #investing

Campden Wealth's Family Office Research Report was featured in @barronsonline barrons.com/articles/famil… #research #uhnw #familyoffice #report

Don't miss Campden's flagship Family Office Forum in Palm Beach, Nov 19-21 featuring leading #uhnw families and #familyoffice principals! campdenwealth.com/palmbeach