Naples Family Office Symposium
Shaping Wealth, Shaping Futures
Spring 2027
The Naples Family Office Symposium returns in spring 2027.
Invitations and program details will be released here.
In the meantime, the November 2025 gathering is below: highlights video, speakers, and sessions.
November 2025
Highlights from the Naples Family Office Symposium
November 2025 Featured Speakers
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Michael Saylor
Strategy
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Grant Cardone
Cardone Capital
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Mike McGlone
Bloomberg Intelligence
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Karim Mawji
Eagle Talon Partners
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Roxanne Emmerich
The Emmerich Group
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Craig Shapiro
The Bear Traps Report
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Scott Carmalani
Vault Insurance
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Jason Leibowitz
Meanwhile
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Jay Bose, PhD
Private Key Capital
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Bob Iaccino
The Unfiltered Investor
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Stephen Cucchiaro
3EDGE Asset Management
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Chantel Lillycrop-Kostiuk
Bitcoin Well
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CJ Konstantinos
Peoples Reserve
Who Attended?
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
November 2025 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
2025 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
2025 Sponsors
Media Partners
2025 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
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
Fireside Chat: The Digital Transformation of Money and Wealth
5:00 pm Networking Cocktail Reception
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.