The BFI Inner Circle Forum 2019 - Review

Sep 25, Green Valley Ranch Resort Spa & Casino 

Thank you 

... to all of you who made this event as informative and enjoyable as it was.

We are looking forward to our Inner Circle Forum 2020 where we will continue our discussion of the most recent economical topics in our exclusive circle. 

Presentations for Download

Please find all the presentations of our speakers below. 

 

Matthew Smith 

Matthew Smith is a dual-qualified attorney who works as Legal Counsel for Southpac in its New Zealand head office, providing legal support to Southpac’s trustee offices in Nevis and the Cook Islands.

Howard Rosen 

Howard-Rosen is an AV Preeminent rated Attorney and Certified Public Accountant practicing Law in Miami, as a shareholder of Donlevy-Rosen & Rosen, P.A. Mr. Rosen is an internationally recognized authority and frequent lecturer on the subject of asset protection taxation and estate planning. He is also the chairman of the Asset Protectionn Committee of the American Association of attorney – Certified Public Accountants.

 

 

Daniel Zurbrügg

Daniel Zurbruegg is a managing partner of BFI Infinity and, as Chief Executive Officer (CEO), signs responsible for the executive management of the firm.

Presentations for Download

Please find all the presentations of our speakers below. 

 

James Duggan 

James M. Duggan and his practice concentrate principally on business and corporate law, and estate and wealth planning, primarily as they relate to closely held business interests and high net worth families.

Frank R. Suess 

As the Executive Chairman of BFI Capital Group, Frank Suess heads up the group's overall business and strategy. He personally advises a select group of wealthy international investors and families with a focus on cross-border planning and prudent wealth management. He also acts as the Chairman of the Swiss Registered Investment Advisors Association (SRIAA). 

 

Matthew Smith 

Matthew Smith is a dual-qualified attorney who works as Legal Counsel for Southpac in its New Zealand head office, providing legal support to Southpac’s trustee offices in Nevis and the Cook Islands.

Howard Rosen 

Howard-Rosen is an AV Preeminent rated Attorney and Certified Public Accountant practicing Law in Miami, as a shareholder of Donlevy-Rosen & Rosen, P.A. Mr. Rosen is an internationally recognized authority and frequent lecturer on the subject of asset protection taxation and estate planning. He is also the chairman of the Asset Protection Committee of the American Association of attorney – Certified Public Accountants.

 

Patricia Donlevy-Rosen

Patricia Donlevy-Rosen is an AV Preeminent rated attorney practicing Law in Miami, as a shareholder of Donlevy-Rosen & Rosen, P.A. She is also admitted to practice law in New York. Patricia is a frequent lecturer and author on asset protection planning, and corporate and business planning subjects.

 

 

Daniel Zurbrügg

Daniel Zurbruegg is a managing partner of BFI Infinity and, as Chief Executive Officer (CEO), signs responsible for the executive management of the firm.

Ryan Griffiths

Mr. Griffiths spent 15 years of his career working for one of the largest trust company/custodians of precious metal IRAs in the country, specialized in solutions for alternative assets. As Director of Operations, he helped develop more than a dozen new technologies that improved the user experience including industry “firsts” in online applications, an online trading platform for IRAs, and an offshore vaulting solution for IRAs.

Sunen Sorensen

Sune Hojgaard Sorensen is the founder of Librarium Associates Ltd. – a global research facility focused on big macro-economic and geopolitical trends serving institutional and private investors. In his role, he advises a select group of sophisticated investors with regards to their international investment and portfolio management needs, identifying risks and pinpointing opportunities across asset classes.

John Craft

John has 40 years’ experience in the life insurance industry, with the last 36 years having been devoted to recruiting and managing national sales organizations.

Today, his Alliance Edge program offers unlimited opportunities for anyone who is willing to make a personal commitment to success in business and is committed to improving the lives of the people they serve – their clients and agents.

 

Rick Durfee

Rick Durfee founded what has become Durfee Law Group PLLC in 1988. He has been one of the preeminent attorneys in the country for decades Martindale Hubble rating. He frequently speaks at industry and consumer conferences all-across the country, sharing the benefits of Dynasty Estate Planning with families and their advisors.

 

Blake Harris

S. Blake Harris is the Managing Attorney at Mile High Estate Planning where he assists clients with Asset Protection and Estate Planning and has extensive knowledge and experience helping families plan for and managing the transfer of their assets.

 

Larry Sheffield

Larry Sheffield serves as Chief Executive Officer of Larry Sheffield Development, a real estate development company in the southwest spanning six states based in Phoenix, AZ. Sheffield Development has brokered and designed over one million square feet of government, retail and commercial office space in the Southwest since 1995.

 

Scott Schamber

Scott Schamber has been with BFI since 2002, most recently heading up our firm’s relationship management and client advisory team. Now with Global Gold, he leads a team dedicated to the purchase and storage of physically allocated metals in Switzerland. He is the co-editor of the “Digger Quarterly”, as well as the Global Gold blog.

 

Dirk Steinhoff

Dirk Steinhoff has been with BFI since 2007 and acts as the group’s Chief Investment Officer. He is also a managing partner of BFI Infinity and, as the Chief Investment Officer (CIO), takes the lead regarding the firm's investment process and research.

Ted Frank

Ted Frank, with over twenty-nine years of building, leading and advising organizations through aggressive growth, has a stellar track record of helping SaaS and technology-enabled healthcare organizations scale and become more profitable. Ted focuses on creating data-driven strategies, building extraordinary teams and developing a deep understanding of his client’s market in order to better leverage opportunities for organic growth.

 

Dale and Marla Bleecher

Dale and Marla Bleecher are the founders of the Jericho Canyon Vineyard and Winery. Their only son, Nicholas, now serves as winemaker and general manager, overseeing all aspects of operations and winemaking.

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