Home – Bridgeford Advisors, Inc.

Delivering

Direction and Control

Bridgeford Advisors operates as a trust planning advisory firm within the Bridgeford family of companies, promoting the power of U.S. modern trust law and South Dakota-based fiduciary solutions to domestic and international families, engaging Bridgeford Trust Company and strategic service partners.

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’s family of companies 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

View this chart comparison of the leading U.S. trust jurisdictions, with a particular emphasis on areas that clearly distinguish South Dakota as the best U.S. trust jurisdiction in the overall analysis.

Our Blog

News

The Power of Spousal Lifetime Access Trusts (SLATs)

The Spousal Lifetime Access Trust (SLAT) offers a unique planning opportunity for married couples to pass wealth to future generations while potentially reducing their taxable estate. This powerful planning tool is particularly advantageous…

News

Podcast Episode 41 – Navigating Stability: Ireland’s Economic Edge for Offshore Assets with Michael Parker

Episode 41 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Michael Parker – Managing…

News

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

Bridgeford Trust Company is thrilled to once again be the headline sponsor and a featured speaker at STEP LA’s 16th Annual International Tax & Estate Planning Forum. This event will take place on June 13-14, 2024, at the Terranea Resort…

trust-situs-international-families-podcast

News

Podcast Episode 40 – Asset Protection and Multi-Jurisdictional Diversification with Geralda Kral and Michael Donev

Episode 40 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with previous guest, Geralda…

News

Charitable Trust Planning and the South Dakota Advantage

In the realm of trust planning and charitable giving, a South Dakota Charitable Remainder Trust (CRT) emerges as a powerful tool for high and ultra-high-net-worth individuals and families seeking both philanthropic impact and tax efficiency.…

News

Bridgeford to Sponsor and Speak at Upcoming Events

Bridgeford is looking forward to being at various events all over the country in April and May! In addition to being a sponsor or speaker at these can’t miss events, we’d love to meet with our friends and colleagues in all of these areas! Read…

News

Introducing Bridgeford Global and Mariano Marco: Solidifying Bridgeford’s Presence Internationally

In today’s rapidly evolving and dynamic cross-border planning landscape, the U.S. has emerged as both a privacy and tax “haven” for international families, creating increased demand for U.S. trust solutions specifically in top-tier jurisdictions…

News

Podcast Episode 38 – South Dakota as the Preferred Trust Situs for International Families with Stefan Szwarc

Episode 38 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Stefan Szwarc – Partner…

News

Bridgeford to Sponsor 19th Annual International Estate Planning Institute in NYC

Bridgeford Trust Company is once again proud to sponsor the 19th Annual International Estate Planning Institute, presented by the New York State Bar Association (NYSBA) and STEP New York. Taking place on March 14-15, 2024, at the New York Hilton…

News

Federal Court Rules Corporate Transparency Act Unconstitutional

The Corporate Transparency Act (CTA), created and implemented by the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN), became effective January 1, 2024. The CTA aims to enhance corporate transparency in an effort…

News

Podcast Episode 37 – Corporate Transparency Act Reporting and a “Single Source of Truth” with Mike Montali

Episode 37 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Mike Montali – CEO…

News

Bridgeford to Sponsor STEP Orange County’s 2024 Institute

Bridgeford Trust Company is proud to be the title sponsor of STEP Orange County’s 12th Annual Institute on Tax, Estate Planning, and the World Economy! Taking place on February 15-17, 2024, at the Balboa Bay Club in Newport Beach, California,…

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

Independent v. Institutionalized Trust Companies

Asset Protection and Privacy in an Era of Emerging Reporting Regimes

Host Services for Trust Companies

Modern U.S. Trust Law: Asset Protection and Privacy in a Transparent World

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

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

Our Blog

The Power of Spousal Lifetime Access Trusts (SLATs)

Podcast Episode 41 – Navigating Stability: Ireland’s Economic Edge for Offshore Assets with Michael Parker

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

Podcast Episode 40 – Asset Protection and Multi-Jurisdictional Diversification with Geralda Kral and Michael Donev

Charitable Trust Planning and the South Dakota Advantage

Bridgeford to Sponsor and Speak at Upcoming Events

Introducing Bridgeford Global and Mariano Marco: Solidifying Bridgeford’s Presence Internationally

Podcast Episode 38 – South Dakota as the Preferred Trust Situs for International Families with Stefan Szwarc

Bridgeford to Sponsor 19th Annual International Estate Planning Institute in NYC

Federal Court Rules Corporate Transparency Act Unconstitutional

Podcast Episode 37 – Corporate Transparency Act Reporting and a “Single Source of Truth” with Mike Montali

Bridgeford to Sponsor STEP Orange County’s 2024 Institute

Contact Us

Our Company

Bridgeford Trust

Bridgeford Global

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