Naples Family Office Symposium

Shaping Wealth, Shaping Futures

Naples, FL

October 3, 2024

Thank You!

Naples Family Office Symposium 2024 sponsors, speakers, attendees, and volunteers.

Watch for 2025 dates coming soon.

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.

Agenda

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

Confirmed Speakers

Mike McGlone

Senior Commodities Strategist

Bloomberg Intelligence

Craig Shapiro

Portfolio Manager

Circle Lane Capital, LLC

Sam Semaan

Managing Director

Merrill Lynch Wealth Management

Kristin Stroud

Founder

Digital Tax Counsel

John Divine

Digital Assets OTC Trading

BlockFills

Dan Rahill

Wealth Strategist

Wintrust Wealth Management

CJ Konstantinos

Founder

Peoples Reserve

Antonio Lopez

Director of Capital Markets

KBIS Capital

Steven Smith

CEO

Celestial Mining Management

Dr. Eli Beracha

Chief Strategy Officer

KBIS Capital

Charlie Shrem

Partner

Druid Ventures

Chris Sullivan

Portfolio Manager

Hyperion Decimus

Chris Hunter

Co-Founder

Satoshi Money

Brian Jessen

President

Forest Capital Management, LLC

Mark Hindley

CFO

HB Management

Matt McClintock

Executive Managing Director

Bespoke Group

Martin Saenz

Managing Partner

BeQuest Asset Management

Jackie Price

CEO

Endgame Results

Tish Watson

Owner & CEO

Corkscrew Weddings & Winery

Mike Jarmuz

Managing Partner

Lightning Ventures

John Ruth

Co-Founder & CEO

Build Asset Management

Curtis Cook

President

PFS Wealth Management

Eric Kalnins

Partner

Ice Miller

Paul Tarantino

Client Relations Specialist

Retirement Planning & Investment Solutions, LLC

MC and Host

Jack Fife

JackFife.Live

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 succesion 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.

Ratings from Previous Events

"This is such a fantastic event. Small enough that you can engage with the panel speakers easily. Great topics and debates. Nice to see different opinions, but still respectful interaction."
"Very invigorating. I thought I would come for an hour and ended up staying the whole day. I was very enthralled in what I was hearing."
"The most impressive list of industry speakers in a small setting where you can’t help but build personal connections with them"

Average Net Promoter Score for past events

Average percentage of attendees who would return next year

Average percentage of attendees who met someone new that they intend to contact

Location

Hilton Naples

5111 Tamiami Trail North

 Naples, Florida 34103

For discounted rates, make your Reservations by September 8th.

Click this reservations link OR

Call 1-800-HILTONS and ask for the group code NPO.