The Directed Trust, only codified and available in a handful of states across the country including South Dakota, continues to drastically change the trust world through putting direction and control over many important aspects of trust administration back where it belongs…into the hands of settlors, beneficiaries, and their advisors. Essentially, through bifurcating fiduciary roles and liability, […]
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Episode 15 is now available on Bridgeford Trust Company’s Delivering Direction and Control Podcast Series! Head on over to our podcast page at bridgefordtrust.com/podcasts to hear the latest episode! Episode 15 features David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – and guest, Ann Zuraw – President of Zuraw Financial Advisors – for a discussion on […]
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Bridgeford Trust is excited to be the Title Sponsor for the 10th Annual Institute on Tax, Estate Planning and the World Economy, presented by STEP Orange County. Taking place on February 8-9, 2021, this much anticipated virtual conference presents the latest issues for U.S. and international private client planning. For a myriad of reasons, including asset […]
On January 13, 2021, STEP Miami – led by Branch Chair, Ceci Hassan – held a very timely and informative virtual event to discuss Regulation S and US Trusts. The event featured presenters, David Warren, Co-Founder and Chairman of Bridgeford Trust Company, Sergio Alvarez-Mena, Of Counsel at Jones Day, Kristen Rice-Gonzalez, Partner at Baker & McKenzie LLP, and Dave […]
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Episode 14 is now available on Bridgeford Trust Company’s Delivering Direction and Control Podcast Series! Head on over to our podcast page at bridgefordtrust.com/podcasts to hear the latest episode! Episode 14 features David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – and guest, Martín Litwak – Founder and CEO of Untitled. Martín is a lawyer, entrepreneur, author, […]
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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.