Global Investment Institute recently hosted its ninth Family Office Investment Forum in Melbourne, Australia, bringing together family office investment leaders for a highly interactive day of peer connection, discussion and insight.
Commenting on the success of the family office investment series, now in its fourth year and with nine events hosted, Global Investment Institute’s Chief Operating Officer, Zelda Tupicoff, said:
“None of this is possible without the incredible speakers, the family office CIOs who share their insights so generously with the group, and everyone who joins us and makes the most of what is always a highly interactive day of connecting with peers and hearing perspectives from both local and global investment leaders.
“Last week we welcomed back plenty of familiar faces, many of whom have been with us since the very beginning, and we hosted a fantastic group of first-time attendees too.
“We’ve been so pleased to hear the positive feedback from those who attended, and it’s been wonderful to see this community continue to grow.
“Referrals have made all of this possible, and we are grateful to all those who have spread the word among their peers.
“Every family office is unique, but we know their investment teams have more in common with each other than they do with any other investor community in Australia.
“This is why family office investment leaders deserve their own private gatherings, distinct from other investors, and we’re delighted to provide this opportunity for them to connect.
This private series was founded in Melbourne four years ago, and the recent event hosted on 2 September 2026, marked Global Investment Institute’s 9th event, with record turnouts in both Melbourne this week and Sydney back in March 2026.
The Forum is deliberately structured to focus on one thing: investments. Global Investment Institute hosts a select group of investment leaders from Australia’s most sophisticated family offices who can share perspectives and experiences privately under Chatham House Rule, with no media.
Next year, Global Investment Institute will host four of these special events:
(1) Tuesday, 9 March 2027 – Melbourne
(2) Thursday, 11 March 2027 – Sydney
(3) Tuesday, 7 September 2027 – Melbourne
(4) Thursday, 9 September 2027 – Sydney
Global Investment Institute encourages family office investors who would like to attend to please reach out to express interest via email, zelda@globalii.com.au.
