Home – Bridgeford Advisors, Inc.

Delivering

Direction and Control

Built around true independence and collaboration, Bridgeford 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

As an independent, full-service trust company with South Dakota trust powers, Bridgeford Trust Company 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 Trust Company 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

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…

News

Delivering Direction and Control Podcast Episode 27 – The Benefits of Alternative Investments with David James

Episode 27 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, David…

News

Bridgeford Shortlisted for 2023 Private Asset Management Awards

Bridgeford Trust Company is pleased to announce it is a shortlist nominee for the 2023 Private Asset Management (PAM) Awards in the category of: Best Fiduciary/Trustee Service. For over two decades, the PAM Awards have recognized and celebrated…

News

Delivering Direction and Control Podcast Episode 26 – From Wall Street to Waffle House with Jimmy Adams

Episode 26 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, James “Jimmy”…

News

Bridgeford Receives Global Award Recognition by Finance Monthly

Every year, Finance Monthly recognizes the achievements of the most ambitious and high-achieving companies and individuals in the financial services sphere. Now in its 8th year, the winners of these awards are selected through a combination…

News

Bridgeford to Sponsor the 57th Annual Heckerling Institute on Estate Planning in January 2023

Bridgeford Trust Company is excited to again be sponsoring the annual Heckerling Institute on Estate Planning from January 9-13, 2023 in Orlando, Florida. If you are attending, we encourage you to learn more about our activity at Heckerling…

News

Preserving Privacy and Asset Protection in a Transparent World: Video Presentation Available

Bridgeford Trust Company recently hosted a livestream event – Preserving Privacy and Asset Protection in a Transparent World. During this presentation, David Warren, Co-Founder and Chairman of Bridgeford Trust Company, discussed a variety…

News

Bridgeford to Sponsor 21st Annual Joint Tax & Estate Planning Seminar: December 7

Bridgeford Trust Company is looking forward to sponsoring the upcoming 21st Annual Joint Tax & Estate Planning Seminar hosted by The Community Foundation of Broward, the Jewish Community Foundation of Broward, and United Way of Broward County.…

News

December 6 Livestream – Reserve Your Spot

In case you missed it, Bridgeford Trust Company is hosting a livestream event – Preserving Privacy and Asset Protection in a Transparent World – on Tuesday, December 6 at 1:00pm EST. In the face of mandatory transparency and disclosure…

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

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

Delivering Direction and Control Podcast Episode 27 – The Benefits of Alternative Investments with David James

Bridgeford Shortlisted for 2023 Private Asset Management Awards

Delivering Direction and Control Podcast Episode 26 – From Wall Street to Waffle House with Jimmy Adams

Bridgeford Receives Global Award Recognition by Finance Monthly

Bridgeford to Sponsor the 57th Annual Heckerling Institute on Estate Planning in January 2023

Preserving Privacy and Asset Protection in a Transparent World: Video Presentation Available

Bridgeford to Sponsor 21st Annual Joint Tax & Estate Planning Seminar: December 7

December 6 Livestream – Reserve Your Spot

Contact Us

Our Company

Bridgeford Trust

Bridgeford International

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