Episode 13 is now available on Bridgeford Trust Company’s Delivering Direction and Control Podcast Series! Head on over to our podcast page atbridgefordtrust.com/podcasts to hear the latest episode!
Episode 13 features David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – and guest, Christian Graham – Director of Relationship Management at GlobeTax – for a discussion on foreign tax recovery and the specialized services GlobeTax provides to enable all financial industry participants to benefit from the recovery of over-withheld taxes.
Our Podcast Series was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.
https://www.bridgefordadvisors.com/wp-content/uploads/2020/11/podcasts.jpg320700mauserhttps://www.bridgefordadvisors.com/wp-content/uploads/2019/07/Bridgeford-Advisors-shine-300w.pngmauser2020-11-20 10:00:502020-11-20 10:00:50Delivering Direction and Control Podcast Series – Episode 13 with Christian Graham
Bridgeford Advisors, Inc. is a legally distinct sister company of Bridgeford Trust Company and coordinates consultative, planning, business development, and marketing support at locations in New York, California, Florida, South Dakota, and Pennsylvania.
As an independent, full service trust company with South Dakota Trust powers, Bridgeford Trust Company provides independent, collaborative, and world-class multi-family office and third party fiduciary services to domestic and international families.