Home – Bridgeford Advisors, Inc.

Delivering

Direction and Control

Bridgeford, a trust and wealth planning advisory firm, delivers tremendous direction and control to settlors and beneficiaries of trusts, as well as their advisors, through its sister company, Bridgeford Trust Company’s access to South Dakota’s industry leading modern trust laws.

Who We Are What We Do

“The choice of a state in which to establish a trust is as critical as the decision to create one.”

A New Wealth Management Service Paradigm: Delivering Direction and Control

With an independent, full-service trust company with South Dakota trust powers, Bridgeford’s family of companies provides trust and fiduciary services to domestic and international families across the country and the world.

Through deliberately selecting South Dakota over other top-tier U.S. trust jurisdictions for its trust charter, Bridgeford leverages that state’s industry leading modern trust laws and represents a new and emerging wealth management service paradigm built around delivering direction and control to settlors of trusts, beneficiaries, and their advisors.

SPEED at which we efficiently operate and interact

EXPERT in South Dakota law surrounded by advisors providing greater attention to detail

CREATIVE minds that think outside the box and provide new perspectives

Our Services

Advisory Friendly Fiduciary Services

Advisory Friendly Fiduciary Services
We offer an advantage to advisors by allowing them to retain control over assets and remain the trusted advisor over multiple generations.

Asset Protection Trusts

Asset Protection Trusts
A powerful protection tool that lets our clients shield assets from third party liability and lawsuits, while retaining control over trust assets.

Directed Trusts

Directed Trusts
Through the use of Directed Trusts, we offer trustees and beneficiaries to work with asset managers and independent trust companies of their choosing.

South Dakota Foreign Grantor Trust

South Dakota Foreign Grantor Trust
Through appropriate planning and drafting, a Foreign Grantor Trust may be established as a 'foreign' trust for U.S. tax purposes and therefore treated the same as an offshore trust, while availing itself of powerful U.S. trust laws.

Non-Traditional Assets

Non-Traditional Assets
Trusts were created to hold and transfer a myriad of property interests and we have the ability to work with non-traditional assets in trusts.

Trust Administration

Trust Administration
We offer full corporate trustee services, performing all trust administrative functions in accordance with governing documents and prevailing fiduciary standards.

South Dakota Advantage

Bridgeford Trust Company delivers far more control to clients and their advisors than ever before
because of South Dakota’s progressive and modern trust laws.

Asset Protection Trusts

Community Property Trusts

Decanting

Directed Trusts

Fiscal Soundness

Privacy

Purpose Trust

Special Purpose Entity

Trust Protector

Trust Taxation

Click here to view a chart that compares the leading U.S. trust jurisdictions, with a particular emphasis on areas that clearly distinguish South Dakota as the superior trust jurisdiction in the overall analysis.

Our Blog

News

STEP Gold Coast Florida’s Social Event: June 13

Bridgeford Trust Company invites you to join us for STEP Gold Coast Florida’s upcoming social event on June 13, 2023, that we are proud to be sponsoring! If you will be in South Florida, we would love to see you for an evening of networking…

News

Individual v. Corporate Trustee: A New Paradigm in Modern Trust Law

For a myriad of historical reasons, including inherent conflicts of interest, loss of control, constant staff turnover, and unreasonably high trustee fees, large families have understandably turned to individual trustees over corporate trustees…

News

Bridgeford’s Sioux Falls Office Ribbon Cutting & Reception: June 28

Over the past 25 years, Bridgeford Trust Company has evolved from one of South Dakota’s first private trust companies into a public and modern trust company serving the global ultra-high net worth and family office space. All trust administration…

News

Podcast Episode 30 – A Conversation with Patrick Riley: Litigator, Judge, and Trustee

Episode 30 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, Judge…

News

Podcast Episode 29 – Pandora Papers, CRS, and Reporting Regimes with Geralda Kral

Episode 29 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, Geralda…

News

Bridgeford to Sponsor and Speak at STEP LA’s International Tax & Estate Planning Forum

Bridgeford Trust Company is excited to once again be the lead sponsor, as well as a presenter this year, at the 15th Annual STEP International Tax & Estate Planning Forum, presented by STEP LA. Taking place on Thursday, May 4th and Friday,…

News

Bridgeford California: Expanding the Power of Modern Trust Law

Bridgeford Trust Company's sister company, Bridgeford Advisors (dba Bridgeford), provides sophisticated wealth and trust planning to large families across the United States and around the world and is extremely proud and excited to announce…

News

Domestic and Offshore Asset Protection: The Best of Both Worlds

As domestic and international families continue to seek privacy and asset protection in an increasingly transparent world, there continues to be a debate over whether offshore asset protection trusts, available in jurisdictions such as Nevis…

News

Bridgeford to Sponsor 18th Annual International Estate Planning Institute in NYC

Bridgeford Trust Company is looking forward to being a sponsor at the 18th Annual International Estate Planning Institute, presented by the New York State Bar Association (NYSBA) and STEP New York. Taking place on March 30-31, 2023, both virtually…

News

Podcast Episode 28 – Private Insurance and Estate Planning Opportunities with Jonathan Gopman and Mark Sims

Episode 28 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with returning guest, Jonathan…

News

Host Company Services for Public and Private Trust Companies

Like many trust companies, particularly in South Dakota, Bridgeford Trust Company leaned on the support of a more established trust company years ago to assist with our launch, keeping us compliant and operating properly under South Dakota law.…

News

Bridgeford to Sponsor STEP Orange County’s 2023 Institute

Bridgeford Trust Company is excited to again sponsor the Annual Institute on Tax, Estate Planning and the World Economy, presented by STEP Orange County. Taking place on February 8-9, 2023 in Newport Beach, California, this much anticipated…

Delivering

Direction and Control

“The choice of a state in which to establish a trust is as critical as the decision to create one.”

A New Wealth Management Service Paradigm: Delivering Direction and Control

Our Services

South Dakota Advantage

Asset Protection Trusts

Community Property Trusts

Decanting

Directed Trusts

Fiscal Soundness

Privacy

Purpose Trust

Special Purpose Entity

Trust Protector

Trust Taxation

Featured Videos

Host Services for Trust Companies

Primer on Working with Ultra-High-Net-Worth Family and Family Offices

Selecting the Proper U.S. Trust Jurisdiction: Is There a Fiduciary Duty?

Peru, Colombia and Mexico: The Power of U.S. Trusts for Latin American Families

Modern Trust Law: Powerful Planning Tools in Uncertain Times

South Dakota Purpose Trust

Our Blog

STEP Gold Coast Florida’s Social Event: June 13

Individual v. Corporate Trustee: A New Paradigm in Modern Trust Law

Bridgeford’s Sioux Falls Office Ribbon Cutting & Reception: June 28

Podcast Episode 30 – A Conversation with Patrick Riley: Litigator, Judge, and Trustee

Podcast Episode 29 – Pandora Papers, CRS, and Reporting Regimes with Geralda Kral

Bridgeford to Sponsor and Speak at STEP LA’s International Tax & Estate Planning Forum

Bridgeford California: Expanding the Power of Modern Trust Law

Domestic and Offshore Asset Protection: The Best of Both Worlds

Bridgeford to Sponsor 18th Annual International Estate Planning Institute in NYC

Podcast Episode 28 – Private Insurance and Estate Planning Opportunities with Jonathan Gopman and Mark Sims

Host Company Services for Public and Private Trust Companies

Bridgeford to Sponsor STEP Orange County’s 2023 Institute

Contact Us

Our Company

Bridgeford Trust

Bridgeford International

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