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CBIC — Cross-Border Investment Club
Gatherings

Private SettingsWhere Global Relationships Deepen

CBIC convenes a carefully selected circle of globally active families, principals and senior leaders in private and intimate settings across international markets.

Each gathering is thoughtfully curated for relationships to deepen and develop into cross border business and strategic partnerships over time.

Why We Convene

The Right Environment Createsthe Right Conversations.

For families and principals, meaningful engagement begins with confidence in who is present, why they have been convened and how the gathering has been curated.

CBIC provides the privacy and time to understand one another’s priorities, establish trust and explore areas of genuine commercial alignment.

How CBIC Convenes

Different settings. One connected global circle.

Throughout the year, CBIC convenes a carefully curated programme of private international gatherings, strategic meetings and continued engagement across global markets.

Forums

Structured international gatherings centred on informed dialogue, cross border perspectives and areas of shared strategic interest.

Private Retreats

Smaller destination gatherings designed for deeper conversation, shared experiences and relationship development.

Roundtables

Focused discussions convening relevant decision makers around a particular market, sector or strategic priority.

Private Dinners

Intimate settings that allow relationships and conversations to develop with greater depth.

Strategic Meetings

Carefully considered meetings and introductions shaped around shared interests and mutual relevance.

Year Round Engagement

Continued dialogue, international connectivity and selected opportunities to reconnect beyond individual gatherings.

The Principal Forum Series

The Family Office Cross Border Investment Forum

The Family Office Cross Border Investment Forum is CBIC’s principal international forum series.

Developed over more than 30 editions, the Forum convenes family office principals, private investors, founders, senior business leaders and selected strategic partners for informed dialogue and relationship led cross border engagement.

Forum participation is carefully curated and attendance is by invitation or following private review.

The Retreat Experience

Time and space for relationships to deepen.

CBIC retreats convene a smaller circle of globally active families, principals and senior leaders in carefully selected international destinations.

Designed over several days, each retreat combines private dialogue, shared experiences and informal time together, creating the space for trust, understanding and relationships to develop naturally.

Participation is intentionally limited, with each retreat shaped around the people involved, their shared interests and the character of the destination.

Current Edition

The 31st Global Forum · New York · September 2026

September 28–29, 2026 · New York. Attendance is invitation-only and applications are personally reviewed by CBIC.

The Forward Programme

Shared privately with the CBIC circle.

The complete forward programme is shared privately with CBIC participants, who receive selected invitations according to their interests, relationships and areas of global relevance.

Approved guests may also be invited to specific gatherings where there is strong alignment and mutual relevance.