David Warren, President and CEO of Bridgeford Trust, will be presenting at the M Financial International Advisors Conference taking place in Miami from May 22-24. As the United States has recently been recognized as a worldwide tax and privacy haven, this conference is designed to exclusively focus on issues and planning opportunities around working with international families coming to the United States from around the world. It will feature presentations from many of the leading advisors in the international space.
David will be presenting as part of a panel discussion entitled Foreign National Client Profiles: Where in the World Are They and What Do They Look Like?, which will examine where individual wealth is growing the fastest around the world and how that wealth impacts the global community. An expert group of advisors will share insights on three primary geographic regions of international business opportunity and breakdown specific cultural, economic, and political reasons why life insurance is critical to these foreign nationals and their families and business interests. The demographic and financial client profiles from these international regions will be highlighted with comments from each advisor in the field about the challenges they face and the planning solutions available. David will specifically focus on powerful U.S. trust planning opportunities for international families including compelling privacy, asset protection, and “modern trust laws” that deliver tremendous control with respect to the creation and administration of trusts.