This webinar was originally produced on Wednesday, December 16, 2020. We hope that you enjoy the full recording of the presentation and additional resources offered below.
As the U.S. has become both a tax and privacy haven, wealthy families from around the world are seeking U.S. trust solutions. During this webinar, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – examined various worldwide factors for this historic movement of money into the U.S. including FACTA, CRS, secrecy v. privacy, tax evasion v. tax planning, and asset protection. The presentation also considered and objectively compared U.S. trust jurisdictions, accentuating the vital importance of selecting the correct U.S. trust situs for international families. International trust providers operating in the U.S. were also considered and juxtaposed with U.S. trust companies regarding expertise, client service, and regulatory expertise and oversight. David concluded with a discussion of various privacy, tax, and asset protection planning tools available to international families in the U.S.
https://www.bridgefordadvisors.com/wp-content/uploads/2020/12/12.16.20_Webinar-Recap-1.jpg320700mauserhttps://www.bridgefordadvisors.com/wp-content/uploads/2019/07/Bridgeford-Advisors-shine-300w.pngmauser2020-12-18 10:17:122020-12-18 10:17:12Webinar Recap – The U.S. as the International Trust Jurisdiction of Choice for Privacy, Asset Protection, and Tax Planning
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.