2027 Lineage Summit
Now in its fifth year, the Lineage Summit has become a cornerstone gathering for founders, business families and family offices – bringing together a community to share insights, challenge perspectives and build meaningful connections.
In March 2027, we return to The Calile in Brisbane for two days of thought-provoking conversations, fresh perspectives and genuine connection.
Against a backdrop of rapid change and increasing complexity, the Summit will explore the forces shaping business, investment and families – and how successful families are positioning themselves for what comes next.
Our curated program will bring together leading voices and diverse perspectives across investments, business strategy, family dynamics and personal growth, exploring the decisions, opportunities and challenges that matter to families thinking beyond the next generation.
From navigating geopolitical and economic change to deploying capital, building resilient businesses, preparing the next generation and strengthening family alignment, the conversations are designed to challenge thinking and create practical insights that extend well beyond the Summit.
At its heart, the Lineage Summit is about community. It is an opportunity to learn from what other successful families are doing, exchange experiences openly and build relationships with people navigating many of the same opportunities and complexities.
Join us for the 5th annual Lineage Summit.
Tuesday 16 March – Wednesday 17 March 2027
The Calile Hotel, Brisbane
2027 Lineage Summit inclusions:
Two-day Summit – Tuesday 16 & Wednesday 17 March 2027. Access to all educational and action-oriented sessions
Pre-Dinner Event - Tuesday 16 March, from 6:00pm
Summit Dinner – Tuesday 16 March, from 7:00pm – a private dining experience at The 203, featuring Italian-inspired cuisine, premium steaks and an exceptional menu designed to be shared over great conversation. 6 Marshall St, Fortitude Valley.
Access to exclusive discount accommodation rates at the stunning Calile Hotel
The 2027 Lineage Summit will commence at 10.00am on Tuesday 16 March, concluding at 3.00pm on Wednesday 17 March. Full program coming soon.
Investment:
**Early bird discount – Register by 1 December 2026:
Full Rate: $2,500+GST per person
Family Rate: (3+ family members): $2,250+ GST per person
After 1 December 2026:
Full Rate: $2,800+GST per person
Family Rate (3+ family members): $2,500+ GST per person
Our 2027 Summit Speakers will include:
(With more to be announced soon!)
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Kiril Sokoloff
Wall Street Strategist and Founder of 13D Research & Strategy
Kiril Sokoloff will share his perspective on the major global forces shaping markets and investment, and what they could mean for investors in the years ahead.
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Jack Gance
Co-Founder, Chemist Warehouse
Jack Gance will share the lessons learned building one of Australia's most successful businesses, including entrepreneurship, family, growth and creating a business that can endure beyond its founders.
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Nick Dowling
Former Group CEO, Balmoral Australia (Oatley Family Office)
Nick Dowling will share lessons from his experience with the Oatley family office, exploring how families can navigate the transition from founder-led business to a professionally managed, multigenerational family enterprise.
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Professor Michael Drew
Co-Founder & Director, Drew, Walk & Co.
Michael Drew will explore how families can organise investment decision-making for the long term – what they decide themselves, what they delegate, and how they maintain effective oversight as wealth and complexity grow across generations.
Accommodation
The Calile Hotel is pleased to offer a limited number of rooms to Lineage Summit delegates at a very special discounted rate.
Special rates are available on the following dates:
Monday 16 March 2027 – for those arriving early
Tuesday 17 March 2027 – the night of the Summit
Wednesday 18 March 2027 - for those wanting to stay an extra night!
Book your accommodation as soon as possible to avoid missing out on these exclusive rates.
Urban King Room
$370.00 per night (incl GST)
City King Room
$400.00 per night (incl GST)
Poolside King Room
$480.00 per night (incl GST)
The Calile Hotel ranks No. 34 on The World’s 50 Best Hotels 2025 list:
The Calile Hotel has been recognised as one of the best hotels in the world for the third consecutive year, ranking 34th globally. This accolade is a testament to the hotel's exceptional service, design, and dining offerings, making it a standout destination for travelers. The hotel's commitment to quality hospitality and its vibrant community engagement have been key factors in its success. The Calile's inclusion in the World's 50 Best Hotels list is a reflection of its status as a leading luxury property in the region and a symbol of Australian hospitality.
“Laid back Aussie spirit meets buzzy Palm Springs and Miami stylings.”