As we continue to grow Bridgeford’s presence in Miami and across South Florida, we are proud to sponsor the upcoming Institute for Family Governance (IFG) Annual Miami Conference on Wednesday, December 1, 2021. IFG’s mission is to implement strong governance that endures, and this annual conference features an excellent group of speakers who will focus on family governance and empowering beneficiaries through inter-generational planning. Given uncertainty caused by tax changes coming out of Washington and the focus on smart year-end planning for large families, this conference is particularly timely and promises to convey valuable information.

David A. Warren – Co-Founder and Chairman of Bridgeford Trust Company – will be attending the conference and looks forward to connecting with friends, old and new, so be sure to stop by our table, or reach out to connect. As a South Dakota chartered independent trust company, we are passionate about “big ideas” and powerful modern trust law concepts around asset protection, privacy, and sophisticated tax planning which are nicely outlined in this education piece.  David would be happy to discuss these concepts in more detail, and how we can collaborate to serve families across the nation and around the world.

If you would like additional details about the event, visit the conference website at https://www.ifgworldwide.org/2021-miami-conference. We hope to see you there!