3rd Annual

Naples Family Office Symposium

Shaping Wealth, Shaping Futures

Resilience, Innovation, and Leadership in an Era of Transformation

Thursday - November 6, 2025

Featured Speakers

  • Michael Saylor

    Strategy

  • Grant Cardone

    Cardone Capital

  • Mike McGlone

    Bloomberg Intelligence

  • Karim Mawji

    Eagle Talon Partners

  • Roxanne Emmerich

    The Emmerich Group

  • Craig Shapiro

    The Bear Traps Report

  • Scott Carmalani

    Vault Insurance

  • Jason Leibowitz

    Meanwhile

  • Jay Bose, PhD

    Private Key Capital

  • Bob Iaccino

    The Unfiltered Investor

  • Stephen Cucchiaro

    3EDGE Asset Management

  • Chantel Lillycrop-Kostiuk

    Bitcoin Well

  • CJ Konstantinos

    Peoples Reserve

View all

Join 150+ family offices, hedge funds, wealth managers, and accredited investors to:

  • Build Resilience: Gain global market outlooks and digital asset strategies to navigate downturns.

  • Secure Your Legacy: Learn advanced tax and trust practices for optimal preservation.

  • Network with Leaders: Forge partnerships that propel your success.

Who Should Attend?

Family Offices

Foundations

Qualified Funds

Accredited Investors

Financial Advisors

Wealth Managers

Consultants

Registered Investment Advisors

Estate Planners

Founders

Community Leaders

Hedge Funds

Private Equity Funds

Angel Investors

Featured Sessions

Michael Saylor

Executive Chairman

Strategy

Roxanne Emmerich

Best-Selling Author | Hall of Fame Speaker | Culture Transformation Strategist

CEO, The Emmerich Group

Karim Mawji

Hedge Fund Manager | Financial Technology Entrepreneur | Leadership-Driven Investor

 Chief Investment Officer

Eagle Talon Partners

Confirmed Speakers

Grant Cardone

Craig Shapiro

CEO

Cardone Capital

Macro Strategist

The Bear Traps Report

Mike McGlone

Jason Leibowitz

Senior Commodities Strategist

Bloomberg Intelligence

Head of Business Development

Meanwhile

CEO & Executive Chairman

Vault Insurance

Chantel Lillycrop-Kostiuk

Scott Carmilani

VP of Operations

Bitcoin Well

Jay Bose, PhD

CJ Konstantinos

CEO

Private Key Capital

Founder

Peoples Reserve

Sam Semaan

Jordan Guess

Managing Director

Merrill Lynch Wealth Management

Partner

Trusted Advisors CPA

Eric Kalnins

Matty Ice

Partner

Ice Miller

Founder & CEO

Consensus Protocol

Chris Sullivan

Alex Stanczyk

Co-Founder / Portfolio Manager

Hyperion Decimus

Family Office Bitcoin Advisory

Mike Revy

Mark Hindley

Founder & CEO

Bulla Network

Chief Financial Officer

HB Management

CEO

Bette Hochberger, CPA, CGMA, & Associates

Co-Author

The Unfiltered Investor

Bette Hochberger

Bob Iaccino

CEO, Chief Investment Officer

3EDGE Asset Management

Strategy & Execution

BlockFills

Stephen Cucchiaro

John Divine

Alex Hochberger

Todd Ziegler

CEO

TCS

Founder & CEO

Web3 Enabler

Founder & Executive Managing Partner

Bespoke Group

Garrett Johnston

Senior Vice President

Marsh

Matt McClintock

MC and Host

Jack Fife

Founder, Managing Partner

JFL Ventures

Sponsors

Media Partners

Benefits of Attending

Exclusive Networking Opportunities

Meet and learn from experienced hedge fund and private equity managers, consultants, and family office managers. The Naples, FL Symposium provides an excellent forum to connect with fellow attendees, speakers, and experts, fostering a network that can last a lifetime.

Improve Performance

Enhance your understanding of a variety of alternative investments and hear fresh approaches to building optimal portfolios and tax-saving succession plans.

Learn why alternatives, including digital assets, should be part of a well-diversified portfolio and how to incorporate these dynamic asset classes into an existing portfolio for better long-term outcomes.

Learn from Seasoned Experts

Renowned experts, industry leaders, and successful investors share their knowledge, experiences, and strategies about family office management, estate planning, commodities, alternative investments, Bitcoin, and digital assets.

Discover Exclusive Deals

Explore exclusive deals that may help you generate strong returns and achieve your financial goals.

Agenda

November 6, 2025

Resilience, Innovation, and Leadership in an Era of Transformation

8:00 am Registration, Coffee & Social Hour

9:00am Opening Keynote: Roxanne Emmerich

The Slow Death of Legacy: How Drift, Silence, and ‘Fine’ Are Destroying Fortunes

9:50am Tax Strategies and Trust Practices in a New Era

10:35am Bitcoin Basics and Investment Strategies

11:20am Uncovering the True Power of Homeowners Insurance - Presented by Vault

11:45am Interactive Seminar: Karim Mawji

Why Leadership Drives Alpha: Uncovering Uncorrelated, Cycle-Resilient Returns for Discerning Investors

12:30am Networking Lunch

1:30pm Bitcoin-Denominated Life Insurance - Presented by Meanwhile

1:55pm Global Markets Unfiltered: Macro Views, Investment Tactics, and Future Trends

2:40pm Blockchain and Emerging Technology Investment Landscape

3:25pm Integrating Real Assets and Digital Reserves into Enduring Family Portfolios

4:10pm Closing Fireside Chat: Michael Saylor

Saylor’s Leadership Factor: Igniting a Revolution with Vision and Grit

5:00 pm Networking Cocktail Reception

Location

Hilton Naples

5111 Tamiami Trail North

 Naples, Florida 34103

Hotel Reservations

Or Call 239-430-4900

and ask for the group code: NFOS