Continuing our expansion, Bridgeford Trust Company enthusiastically announces the creation and launch of Bridgeford International, a sister company operating globally to promote the power of U.S. modern trust law and sophisticated planning solutions for international families. Building our company leadership to support Bridgeford Trust Company’s rapid growth in the international space, Helmer Arizmendy has joined the Bridgeford Team to lead Bridgeford International as President focusing on Bridgeford’s worldwide expansion, with a focus on Latin American (LATAM) countries. Helmer is also joining Bridgeford Trust Company as a member of the Board of Managers and Trust Administrative Committee and Bridgeford Advisors dba Bridgeford as Senior Managing Director.
Prior to joining Bridgeford’s family of companies, Helmer had an impressive history of delivering value-added and comprehensive wealth structuring solutions around the world through senior positions held at Citi Private Bank, UBS AG, Northern Trust, and Lombard International. In these roles, he was responsible for business development in LATAM countries, launching Miami operations, and expansion of private placement life insurance (PPLI) capabilities, while restructuring clients’ wealth within tax efficient vehicles and providing sophisticated tax and asset protection solutions.
David Warren, Co-Founder and Chairman of the Board of Bridgeford Trust Company, said:
“Helmer is an amazing talent with outstanding experience and an excellent reputation, both domestically and internationally, working with advisors and their families, particularly in LATAM countries. We are absolutely thrilled to have Helmer join Bridgeford and lead our highly coordinated and strategic global growth strategy.”
Helmer Arizmendy, President of Bridgeford International adds:
“I am very excited to join the Bridgeford Team. The company’s impressive track record, growth, and expansion, especially in the international space, as well as their reputation were determinant factors which facilitated my decision to be part of this growing team. It is an honor for me to have this opportunity and I look forward to connecting personally with all my friends and colleagues in different countries around the world in the near future.”
As President of Bridgeford International, Helmer leads all planning and business development activities, working directly with advisors and their families around the world and in particular, LATAM countries, on trust planning solutions. In addition, Helmer’s focus is on developing Bridgeford’s brand and “virtual presence” in the international space by leveraging his expansive network in several countries and coordinating activities with legal, accounting, and other professionals assisting with asset protection and succession planning for their clients.
We encourage you to take a few minutes to watch the video below that features a short interview between David and Helmer as they discuss his role and the launch of Bridgeford International. You can also listen on our Delivering Direction and Control podcast which is available on our website, iTunes, Spotify, and iHeartRadio.
Please join us in welcoming Helmer to our team and save the date – September 23 – for an event at the Conrad Miami on Brickell, celebrating the launch of Bridgeford International and welcoming Helmer Arizmendy. This will be an excellent networking and educational opportunity around the challenges facing the LATAM community and why families are seeking U.S. trust solutions. Look for more information to follow on Bridgeford’s blog and social media sites, including LinkedIn, Facebook, and Twitter.
You can connect with Helmer directly via email or LinkedIn. For questions or further information on our expansion into the international space, please contact us via our contact page; we’d love to hear from you!