Home – Bridgeford Advisors, Inc.

Delivering

Direction and Control

Bridgeford Advisors, Inc., 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

Bridgeford to Present on October 18 Strafford Webinar – The Corporate Transparency Act

As mentioned in our recent article, the Corporate Transparency Act (CTA) comes into effect on January 1, 2024, and it’s important to understand the reporting changes and requirements to ensure compliance. Bridgeford Trust Company is looking…

News

The Corporate Transparency Act: Increasing Transparency in Corporate Ownership

The Corporate Transparency Act (CTA) is a new law coming into effect January 1, 2024, that was signed into law as part of the National Defense Authorization Act for Fiscal Year 2021, and tasked the U.S. Department of the Treasury’s Financial…

News

Bridgeford as Keynote Speaker for Transnational Taxation Network’s Europe Conference in Paris

The Transnational Taxation Network (TTN) is a multi-disciplinary association of tax, accounting, and trust practitioners who have interest in international tax, and they are holding their TTN 2023 Europe Conference on September 22, 2023, in…

News

Bridgeford to Sponsor STEP LatAm’s 2023 Conference

Bridgeford Trust Company is excited to again be sponsoring STEP LatAm’s annual conference taking place on September 7 & 8, 2023 in Bogota, Colombia. This year’s conference features cutting edge presentations and discussion related to…

News

Podcast Episode 32 – Values & Advice that Endure: Independent Advice, Investment Management, and Philanthropy with Callan Family Office

Episode 32 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 guests from Callan…

News

Bridgeford to Speak at PBA’s Real Property, Probate & Trust Law Section 2023 Annual Retreat

The Pennsylvania Bar Association (PBA) is holding their annual Real Property, Probate & Trust Law retreat on August 2-4, 2023, at the Eden Resort in Lancaster, Pennsylvania, and Bridgeford Trust Company is excited to be speaking at this…

asset-protection-privacy-reporting-regimes

News

Asset Protection and Privacy in an Era of Emerging Reporting Regimes

As U.S. and global information disclosure reporting regimes continue to proliferate in the wake of massive data leaks, the vital importance of trust jurisdiction selection – especially in terms of privacy, asset protection, and prudent tax…

News

Podcast Episode 31 – Little Shifts Are Big Wins: Meaningful Family Dynamic Conversations with Tina Lovejoy

Episode 31 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, Tina Lovejoy…

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…

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

Asset Protection and Privacy in an Era of Emerging Reporting Regimes

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

Our Blog

Bridgeford to Present on October 18 Strafford Webinar – The Corporate Transparency Act

The Corporate Transparency Act: Increasing Transparency in Corporate Ownership

Bridgeford as Keynote Speaker for Transnational Taxation Network’s Europe Conference in Paris

Bridgeford to Sponsor STEP LatAm’s 2023 Conference

Podcast Episode 32 – Values & Advice that Endure: Independent Advice, Investment Management, and Philanthropy with Callan Family Office

Bridgeford to Speak at PBA’s Real Property, Probate & Trust Law Section 2023 Annual Retreat

Asset Protection and Privacy in an Era of Emerging Reporting Regimes

Podcast Episode 31 – Little Shifts Are Big Wins: Meaningful Family Dynamic Conversations with Tina Lovejoy

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

Contact Us

Our Company

Bridgeford Trust

Bridgeford International

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