Bridgeford Trust Company is looking forward to being in California to sponsor and speak at two upcoming conferences, STEP LA’s International Tax & Estate Planning Forum and Market Groups Private Wealth Forum.
In addition to both events, we are also looking forward to hosting a dinner in Laguna Beach (see below for more details and to RSVP) and meeting with our friends and colleagues on the West Coast! Read on for more details about our activity in California, and don’t hesitate to reach out if you’d like to schedule a time to meet at either conference or in between as well!
STEP LA’s International Tax & Estate Planning Forum: May 5-6, 2022
Bridgeford Trust Company is excited to once again be sponsoring the 14th Annual STEP International Tax & Estate Planning Forum, presented by STEP Los Angeles. Taking place on Thursday, May 5 and Friday, May 6 in Laguna Beach, CA, this much anticipated event presents the latest issues for international private client planning.
David Warren (Co-Founder and Chairman of Bridgeford Trust Company) and Doug Mikkonen (Senior Vice President and Chief Compliance Officer with Bridgeford Trust Company) will be attending the forum. They will be discussing why international families from around the world are seeking U.S. trust solutions, and looking specifically to South Dakota because of its leading and progressive modern trust laws. Our team can answer any questions you have about asset protection, privacy, foreign grantor trusts, the common reporting standard, and more.
If you are going to be attending this forum, we encourage you to visit our booth and talk with us about how we may be able to collaborate to best serve the international community.
Bridgeford Dinner at STEP LA: We’d also like to invite you to a dinner we are hosting after the first day’s sessions on May 5, 2022. If you are available, please join us at 7:30pm at the Surf & Sand Resort’s Splashes Restaurant. We just ask that you RSVP in advance by clicking here.
Private Wealth Southern California Forum: May 11, 2022
Bridgeford Trust Company is proud to be a sponsor and speaker at the upcoming Private Wealth Southern California Forum taking place on Wednesday, May 11 in Los Angeles, CA. This 6th annual forum is the leading forum for family offices, wealth managers, private banks, and asset managers in the region. This year’s content features asset allocation and protection, equity markets, fixed income, alternative investments, and an outlook of the financial markets and the global economy.
David Warren and Doug Mikkonen will also be attending this event. David will be hosting a roundtable discussion at 12:25pm that will discuss the power of U.S. modern trust law for global families. Then in the afternoon at 3:35pm, David will participate in a panel discussion on “The Future of Wealth Management.” This panel will discuss the challenges ahead for advisors and family offices aiming to ensure wealth preservation during generational shifts; what the current trends are, and what services and products are attracting the most interest; and how ESG has worked out in long-term estate and trust planning.
Questions? Meet with our team!
If you have any questions about these events and our activity while we’re in California, or to schedule a time to meet with our team outside of these conferences, please reach out to Melissa Roberson, Global Marketing and Digital Media Director, at mroberson@bridgefordtrust.com and we’ll be happy to assist!
