Bridgeford Trust Company’s sister company, Bridgeford Advisors (dba Bridgeford), provides sophisticated wealth and trust planning to large families across the United States and around the world and is extremely proud and excited to announce the launch of Bridgeford California and invite you to join us for a launch event on May 2, 2023 in Newport Beach (see below for registration information). Many years in the making, the launch of Bridgeford Advisors’ California office marks an important milestone in the evolution of our company, as we continue our expansion and brand development across the country and around the globe.

After launching Bridgeford Advisors’ Miami office in 2020, Bridgeford Advisors’ expansion into California is a natural progression given our company’s extensive work with advisors, partners, and clients in the region as we continue to promote the power of modern trust law and the South Dakota Advantage as well as the vital importance of selecting proper trust jurisdiction (particularly with respect to tax planning opportunities for families living in a state with extremely high tax rates, such as California). You can learn more about the power of South Dakota trust law in this educational brochure that addresses important modern law concepts as well as through this objective chart comparing the leading U.S. trust jurisdictions.

Bridgeford Advisors’ California office is located at 4695 MacArthur Ct. #1100, Newport Beach, CA 92660 in the heart of Newport Beach, where Bridgeford gave our very first public presentation on the power of modern trust law almost 12 years ago. Watch this short video from David A. Warren, Co-Founder and Chairman of Bridgeford Trust Company and President and CEO of Bridgeford Advisors, for more information on this new office and the unique ties we have to the area.

David Warren will oversee the California expansion and says, “Achieving our ‘California Dream’ — after many years of tremendous growth and brand development — is both exciting and exhilarating, bringing all of us at Bridgeford tremendous pride in what we have built together over the years. As an important long-term strategic objective for the company, we look forward to expanding our friendships and partnerships in the region, as we collaborate to bring powerful modern trust law solutions around asset protection, privacy, and compelling tax planning tools — all while delivering far more direction and control to settlors of trusts, beneficiaries and their advisors.”

Bridgeford California: Launch Event

Come together with our team to enjoy an evening to network and celebrate Bridgeford Advisors’ expansion into California!

Date & Time: Tuesday, May 2, 2023 at 5:00pm PDT
Location: Pelican Grill & Bar at 22800 S Pelican Hill Rd, Newport Coast, CA 92657
Registration: Space is limited so please register early by clicking here.

For more information about this exciting expansion into California, please contact us via our contact page or by calling (605) 224-9189.