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

December 6 Webinar – Modern Trust Law and the Evolving Trust Industry: In Defense of the New Paradigm

Bridgeford Trust Company invites you to join us for a free one hour-long webinar discussing modern trust law and the evolving trust industry on Wednesday, December 6th at 2pm EST. This webinar, hosted by McKonly & Asbury, one of Pennsylvania's…

News

Bridgeford to Sponsor and Speak at Upcoming Events in November

Bridgeford Trust Company is looking forward to being at various events all over the country this month, as we travel from Los Angeles to Nashville and then Miami! In addition to being a sponsor or speaker at these can’t miss events, we’d…

News

Bridgeford to Sponsor Hawaii Tax Institute’s 60th Annual Conference

Bridgeford Trust Company is looking forward to sponsoring the Hawaii Tax Institute’s 60th Annual Conference, taking place on November 5-9, 2023, at the Sheraton Waikiki. The conference, sponsored by the Hawaii Tax Institute Foundation and…

News

Podcast Episode 34 – California Income Tax Treatment of ING Trusts with William Lipkind

Episode 34 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 returning guest, William…

News

Bridgeford to Sponsor and Speak at Markets Group Private Wealth Latin America & The Caribbean Forum

Bridgeford Trust Company is proud to be a sponsor and speaker at the upcoming Private Wealth Latin America & The Caribbean Forum, hosted by Markets Group and taking place on November 1-2, 2023 in Miami. This 10th annual forum is the leading…

independent-institutionalized-trust-companies

News

Independent v. Institutionalized Trust Companies: In Defense of the New Paradigm

Over the past four decades, the financial services industry witnessed extraordinary developments in U.S. trust law, beginning in 1983 when South Dakota abolished the Rule Against Perpetuities, clearing the way for the first dynasty trust state…

News

Bridgeford to Sponsor and Speak at High Speed Alliance’s Fort Worth Event

Bridgeford Trust Company is looking forward to sponsoring and speaking at High Speed Alliance’s upcoming event in Fort Worth, Texas! High Speed Alliance is a registered investment advisor that goes above and beyond for clients with unique…

News

Bridgeford to Sponsor STEP Miami’s 12th Annual Summit and Host Reception on October 20

Bridgeford Trust Company is looking forward to sponsoring the sold-out 2023 STEP Miami Summit! The summit, taking place at The Ritz-Carlton Key Biscayne from October 18-20, 2023, is an excellent opportunity to learn about the newest changes,…

News

Bridgeford Advisors to Sponsor Newport Beach Chamber’s 2024 Economic Forecast

Bridgeford Advisors (dba Bridgeford) – Bridgeford Trust Company’s sister company – is excited to be a sponsor of the Newport Beach Chamber's 2024 Economic Forecast, a signature annual event with a focus on the 2024 economy to help with…

News

Podcast Episode 33 – The Offshore Industry: Asset Protection, Trust Protector, and Relationship Property Trust with Reuben Tylor

Episode 33 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Reuben Tylor – Founder…

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…

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

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

Our Blog

December 6 Webinar – Modern Trust Law and the Evolving Trust Industry: In Defense of the New Paradigm

Bridgeford to Sponsor and Speak at Upcoming Events in November

Bridgeford to Sponsor Hawaii Tax Institute’s 60th Annual Conference

Podcast Episode 34 – California Income Tax Treatment of ING Trusts with William Lipkind

Bridgeford to Sponsor and Speak at Markets Group Private Wealth Latin America & The Caribbean Forum

Independent v. Institutionalized Trust Companies: In Defense of the New Paradigm

Bridgeford to Sponsor and Speak at High Speed Alliance’s Fort Worth Event

Bridgeford to Sponsor STEP Miami’s 12th Annual Summit and Host Reception on October 20

Bridgeford Advisors to Sponsor Newport Beach Chamber’s 2024 Economic Forecast

Podcast Episode 33 – The Offshore Industry: Asset Protection, Trust Protector, and Relationship Property Trust with Reuben Tylor

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

The Corporate Transparency Act: Increasing Transparency in Corporate Ownership

Contact Us

Our Company

Bridgeford Trust

Bridgeford International

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