This webinar was originally produced on Wednesday, September 30, 2020. We hope that you enjoy the full recording of the presentation and additional resources offered below. The extreme uncertainty created by the ongoing COVID crisis and upcoming presidential election renders many large families and their advisors seeking certainty and stability relative to tax, privacy, and […]
Blog
Episode 11 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 11 features David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – and guests, Avy Stein – Founder and Co-Chairman – and Sarah Simon – Director, Wealth Strategist […]
South Dakota was the first state in the nation to abolish the Rule Against Perpetuities in 1983, clearing the way for the creation of the Dynasty Trust. A Dynasty Trust, not available in all states, is a powerful planning tool that essentially allows a trust to live in perpetuity (forever), therefore never subjecting the assets to […]
Bridgeford Trust Company invites you to join us for this free one hour-long webinar on Wednesday, September 30th at 2pm EST. The extreme uncertainty created by the ongoing COVID crisis and upcoming presidential election renders many large families and their advisors seeking certainty and stability relative to tax, privacy, and asset protection planning. Unquestionably, proper […]
WHVP, an independent asset manager located in Zurich, Switzerland, recently interviewed David A. Warren, Co-Founder and Chairman of Bridgeford Trust Company on their podcast, Swiss Asset Management Talk. The podcast features individuals in the financial industry and explores topics related to offshore banking and registered investment advisors. During the podcast, Jamie Vrijhof-Droese, Managing Partner at […]