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 +1-646-568-5518 Ext. 509

April 30 – May 4 Barcelo Grand Faro
Los Cabos in San Jose Del Cabo, Mexico


Whereas many conferences bring together experts to lecture you and offer tips, The TDV Wealth Management Crisis Conference is designed to be something more… much more. As an urgent, highly-specialized conference, the TDV Wealth Management Crisis Conference will give you the tools you need to lay out a multi-generational road map for securing you and your family’s assets. The TDV Wealth Management Crisis Conference will help you move forward, during the conference, so that you can sleep soundly at night, knowing your assets have been sufficiently internationalized. If you so choose, in consultation at the conference with our team of experts and presentations that you want to move now to protect yourself it can and will happen.

globeOffering private SUV service to and from the airport in Cabo, five-star hospitality and luxury meals… all included in the price of the conference, the Wealth Management Crisis Conference caters to you and your needs. The knowledge you’ll gain will prove invaluable in the coming years.

The Fee to attend is flat $6,495 USD (payable in dollars, bank transfer, credit card, paypal, gold, silver or bitcoin… and is discounted to $5,995 if you commit to attend before April 3rd) and is for an individual, couple or entire family… same price for all. Because we want you to have your family involved in any major decisions you decide to embark on to protect yourself and your family. That price includes everything including a four night ocean view stay at the Barcelo, free internet, all meals including nightly special dinners and cocktail parties and VIP pickup and dropoff from the airport to the hotel by our staff.

We want to be incredibly clear. This conference only makes sense to attend if you are an American or a Canadian with a multi-million net worth and wish to internationalize those assets, secure and protect them and receive significant tax benefits, all legally, in the process.

Succession Planning Program (Overview)


Assets held in the United States (and growingly in Canada) are subject to excessive taxation in the form of income taxes, capital gains taxes and estate taxes. They are subject to attack from creditors and frivolous lawsuits. Restrictions are placed on how an individual can invest those assets.

It is becoming increasingly difficult to move assets abroad as laws such as FATCA and banking rules restricting international transfers are being put in place. This problem will only get worse as the United States slips further and further into debt. As the dollar’s decline accelerates, traditional dollar denominated assets will suffer. As well, US real estate and other assets will likely have a similar fate as the decline in the dollar eventually pushes interest rates much higher than today’s levels.


The solution is obvious. Get your money out of the United States and invested in hard assets before the dollar declines further and before currency controls are put in place and your assets are trapped in the United States. The solution is to internationalize your assets in a tax efficient manner without losing any control.


Far and away the most effective way to migrate assets out of the United States and diversify them internationally is to establish a Multi-Generational Succession Plan. This strategy results in extraordinary benefits including:

  • An extremely high level of asset protection from creditors and frivolous lawsuits
  • Investment restrictions are eliminated
  • Complete control over the assets
  • Significantly reduced reporting requirements
  • Capital gains taxes on appreciated assets are eliminated
  • Estate tax is completely avoided (for you and all future generations)
  • No probate
  • Generous tax deductions may be realized
  • Tax on future investment returns minimized
  • Qualified plan assets such as IRAs can be protected from creditors and future rule changes.



The Multi-Generational Succession Plan, will provide you and your family with the ability to invest assets anywhere in the world in any type of investment without restriction. The assets will not be subject to creditor attacks, frivolous lawsuits, future US currency controls or other unnecessary regulation.

Jeff Berwick, founder of TDV Wealth Management has been utilizing this process for nearly ten years. Michael Ross, CEO of TDV Wealth Management, has set his own self and family up with this process for decades… and many of the other experts we have assembled have decades of experience in this area.


Jeff Berwick

Jeff Berwick is the founder of TDV Media & Services LLC and a world renowned writer, speaker and a regular in alternative and mainstream media on the topics of The End Of The Monetary System As We Know It (TEOTMSAWKI) and how to survive and prosper during the coming collapse. Mr. Berwick has a long history as an entrepreneur including forming Canada’s largest financial website,, in 1994, and now focuses on spreading information on how to live freely in an unfree financial and political world and offering solutions to the problems he identifies such as TDV Passports, TDV Offshore, TDV Self-Directed IRA’s, TDV Wealth Management and numerous other organizations which all focus on internationalizing your self and your wealth. In recent months Mr. Berwick has been mentioned by Glenn Beck in his opening monologue on The Blaze and has appeared on Bloomberg, Fox Business and Russia Today (RT) in addition to speaking at conferences worldwide on these topics.

In addition, Mr. Berwick not only preaches on these topics but has actively practiced what he preaches since he left his home country of Canada in 2003. He has since gotten a second passport in a caribbean country and all his business ventures and most assets are based in non-tax jurisdictions.

Michael C. Ross

Michael C. Ross is president of Michael Ross Consultants Ltd., ABM Management Corp., CEO of TDV Wealth Management Inc. and the IMG group of technology companies in Canada as well as managing director of ABM Management Corp. and a director of Doctors Investment Group Ltd. in the Bahamas.

Past management positions include superintendent of brokers and real estate for the Province of British Columbia (senior government official responsible for regulating the securities and real estate industries of the province), as well as many C-level positions within the private sector.

As an officer or director of several public and private companies, he developed and conducted management training programs for the Banff School of Management Studies, the Government of Alberta and various private industry pursuits. He has consulted large and small organizations in succession planning, general management, strategic planning, financial planning, organization, ethics, marketing and sales for over four decades. He has a Bachelor of Commerce degree from Carleton University in Ottawa and is a retired Canadian Chartered Accountant (CA) and Chartered Professional Accountant (CPA).

Chris SerinChris Serin has more than 35 years international financial and corporate management experience mainly involved in natural resource projects around the world. Since December 2010, he has been the Chief Financial Officer of an international oil exploration company focused on Thailand. From 2002 to 2010 he was a director of a mineral exploration company focused in southeastern Europe, and during this period held a number of executive positions including Chief Financial Officer and Interim Chief Executive Officer. Previously he was the Chief Financial Officer of Royal Oak Mines Ltd. and the founder and Chief Executive Officer of Ourominas Resources Ltd. a mineral exploration company focused in Brazil. Earlier in his career, Mr. Serin held a number of technical and financial positions with Aquitaine Company of Canada (now Husky Oil), an international oil and gas company, including responsibility for all financial aspects of Aquitaine’s U.S. subsidiary and the administration of approximately US$2 billion of long term debt.. Mr. Serin holds a BSc in mining engineering and an MBA from Queen’s University in Kingston, Ontario, Canada.

Mr. Serin was also the CFO of, in partnership with Jeff Berwick in the mid 90s and has a wealth of international business knowledge and currently serves as CFO of TDV Media & Services LLC.

Donald Lucia, Jr.Donald Lucia, Jr. received his CPA license in December 1982, and his insurance and securities licenses in 1998 and 2006, respectively. Having worked primarily with privately owned growth enterprises, Donald has provided accounting, financial, tax, and business consulting services. He specialized in construction, manufacturing, medical, real estate and wholesale distribution.

Donald also developed systems to increase revenue, reduce costs, increase operational efficiencies, utilizing effective business structures, and sophisticated tax planning, as well as succession plans for closely held companies.

Jim KargerJim Karger is a lawyer, writer and popular speaker. For 36 years he has represented American business in disputes with various agencies of the United States government. Since 2001, Jim has lived in San Miguel de Allende, Mexico, and frequently writes and speaks on surviving and flourishing as an expat. He has been featured in the Wall Street Journal, Business Week, Fortune, and various other newspapers and magazines. He is also a contributor to several publications including The Dollar Vigilante (TDV).

Chris MartinRyan Regier is a metallurgical engineer with a PhD from Colorado School of Mines. He has worked as a materials consultant in the oil and gas industry and is currently working as a metallurgist/failure analyst for a company in Denver, CO. Ryan has been representing TDV Passports as a Citizenship Planning Specialist for the past year and has helped many clients select the best option for their alternative citizenship/2nd passport needs.

Register Now!
For questions regarding hotel accomodations, travel arrangements, payments, etc, please email Annabella at
[email protected] or call +1-646-568-5518 Ext. 509For questions regarding whether the seminar content makes sense in your situation or to schedule a phone appointment, email Chad at
[email protected] or call +1-646-568-5518 Ext. 516


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TDV Wealth Management 2017

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