Naples Family Office Symposium
Shaping Wealth, Shaping Futures
3rd Annual
Naples Family Office
Wealth Management Symposium
November 6, 2025
Join us at this exclusive Naples, Florida Symposium to navigate today’s complex market forces.
Renowned experts, industry leaders, and successful investors provide actionable recommendations and strategies about family office management, estate planning, commodities, alternative investments, Bitcoin, and digital assets.
Don’t miss this opportunity to refine your asset allocation strategy.
Who Should Attend?
Family Offices
Foundations
Qualified Funds
Accredited Investors
Financial Advisors
Wealth Managers
Consultants
Registered Investment Advisors
Estate Planners
Hedge Funds
Private Equity Funds
Angel Investors
Featured Sessions
Opening Keynote
The Slow Death of Legacy:
How Drift, Silence, and ‘Fine’ Are Destroying Fortunes
Best-Selling Author | Hall of Fame Speaker | Culture Transformation Strategist
CEO, The Emmerich Group
Roxanne Emmerich
Interactive Seminar
Why Leadership Drives Alpha:
Uncovering Cycle-Resilient, Uncorrelated Returns
Karim Mawji
Hedge Fund Manager | Financial Technology Entrepreneur | Leadership-Driven Investor
Chief Investment Officer
Eagle Talon Partners
Confirmed Speakers
Senior Commodities Strategist
Bloomberg Intelligence
Mike McGlone
Craig Shapiro
Macro Strategist
The Bear Traps Report
CEO & Executive Chairman
Vault Insurance
Scott Carmilani
Garrett Johnston
Senior Vice President
Marsh
Head of Business Development
Meanwhile
Jason Leibowitz
Chantel Lillycrop-Kostiuk
VP of Operations
Bitcoin Well
Co-Founder / Portfolio Manager
Hyperion Decimus
Chris Sullivan
Mark Hindley
Chief Financial Officer
HB Management
Founder
Peoples Reserve
Sam Semaan
Managing Director
Merrill Lynch Wealth Management
CJ Konstantinos
MC and Host
Jack Fife
Bitfire Ventures
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.
Preliminary Agenda
November 6, 2025
8:00 am Registration, Coffee & Social Hour
Opening Keynote: Roxanne Emmerich, The Slow Death of Legacy: How Drift, Silence, and ‘Fine’ Are Destroying Fortunes
Tax Strategies and Trust Practices in a New Era
Sponsored Keynote
Bitcoin Basics and Investment Strategies
Global Markets Forum
Sponsored Keynote
Networking Lunch
Interactive Seminar: Karim Mawji, Why Leadership Drives Alpha: Uncovering Cycle-Resilient, Uncorrelated Returns for Discerning Investors
Best Practices in Family Office Management
Bitcoin, Blockchain, AI, and Emerging Technology Investment Landscape
Closing Keynote
4:30 pm Networking Cocktail Reception
Location
Hilton Naples
5111 Tamiami Trail North
Naples, Florida 34103
Or Call 239-430-4900
and ask for the group code: NFOS