Bridgeford Trust to Present on WealthManagement.com’s Upcoming Wealth Planning Forum

WealthManagement.com — considered the leading resource for wealth advisors and planners — is presenting a series of live, interactive panel discussions on December 15, 2020, focusing on the current state and future direction of wealth planning. The panels feature executives from WealthManagement.com’s 2020 award finalist firms and industry experts.

Bridgeford Trust Company was honored to be named a finalist for WealthManagement.com’s 2020 Industry Awards over the summer. To read more about our nomination, click here. To visit our profile on WealthManagement.com, click here.

David A. Warren, Co-Founder and Chairman of Bridgeford Trust Company, will be presenting on this upcoming panel discussion entitled “How Family Offices are Evolving to the Priorities of Growing and Protecting Wealth.” As one of the most important challenges facing family offices is how to balance investment growth and investment risk, this session will discuss how family office wealth management is transforming by innovating and extending investment services offered, industrializing business structure and operations, and unlocking digital and technology.

The panel members bring decades of experience as successful entrepreneurs and professionals working with family offices, families and their investments, and include:

  • David A. Warren, Co-Founder and Chairman of the Board, Bridgeford Trust Company
  • Bill Woodson, Executive Vice President, Head of Wealth Advisory and Family Office Services for Boston Private
  • Jack Swift, Chief Executive Officer, the Tifin Group
  • Steve Lockshin, Founder and Principal, Advice Period

During the discussion, these family office wealth management experts will offer new ideas and approaches to protect, improve, and grow your family office while avoiding common pitfalls.

You can learn more and register for this upcoming forum at: https://wealthiescircle.com/digital-forum-wealth-planning/.