How to protect and grow your wealth in 2016

Plan B Briefing, November 14. - 15., 2016, Santa Monica, California

Learn how to protect and grow your wealth most effectively in 2016 and beyond.


2016 is turning into a very challenging year for global financial markets. We are watching geo-political tensions rise around the globe, and fiscally challenged governments are becoming increasingly “creative” in their financial repression maneuvers. In this kind of environment, it’s worth reviewing your planning and investment options in regard to both structure and asset allocation.


'Plan B' Strategies need to be considered.


Our group's CEO & Chairman Frank Suess will be accompanied by Dirk Steinhoff, the CIO of BFI Wealth Management as well as Claudio Grass, Managing Director of Global Gold. We are excited that our good friend, Jim Duggan, a US asset protection and tax attorney from Chicago, will also be joining us. They all will share their views and provide hands-on guidance. Moreover, they will give you an update on what we recommend and on what is new at BFI and Global Gold.

Santa Monica Beach, November 14 and 15,  2016




Loews Santa Monica Beach Hotel

1700 Ocean Avenue
Santa Monica, CA 90401



  • Frank R. Suess, CEO & Chairman BFI Capital Group

  • Claudio Grass, Managing Director Global Gold

  • Dirk Steinhoff, CIO BFI Wealth Management

  • James M. Duggan, Duggan Bertsch LLC



November 14th, Evening Update and Cocktail


  • 17:30 Guests arrive and register

  • 18:00 Welcome and Presentations, followed by Q&A

  • 19:30 Informal Get-Together


November 15th, Morning Workshop


  • 08:30 - 11:30 Workshops
    Interactive discussion and workshops with details on latest BFI services and recommendations

  • 11:30 Panel discussion / Q&A

  • 12:30 Wrap-Up and Close


If you would like to spend the night in-between at the conference hotel, please contact us for special rates.



The registration fee for the Briefing is USD 250.

If you have been personally invited by BFI or Global Gold, the Briefing is free of charge.

Simply RSVP by completing and sending us the online form below and we will get back to you with payment details.

Your Host

Learn more about your host, the BFI Capital Group

BFI Forum 2015

Mountain Vision - Your Swiss Roadmap to Financial Freedom and Wealth Preservation

Interview Felix Zulauf

Claudio Grass interviews Felix Zulauf on monetary policy, the global market outlook, gold, and how to invest in 2016.

Coming Up Soon:

BFI Wealth Forum Florida, Spring 2017

RSVP by filling out the form below