Bridgeford Trust is proud to once again co-sponsor McKonly & Asbury’s Collaborate Conference. This fourth annual business and tax conference features a variety of topics and speakers, including general sessions and breakout sessions for attendees to choose from, customized to past participant feedback as well as what’s trending in the business community. The conference is approved for 5.5 […]
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Private Wealth Magazine recently showcased a piece in their June issue entitled “The South Dakota Story” which offers a compelling look at how the state’s trust industry has evolved to meet the demands inherent with the massive transfer, preservation, and protection of wealth over generations through the creation of some of the most progressive trust […]
Modern trust laws, available only in progressive trust law jurisdictions such as South Dakota, have revolutionized trust formation and administration in the United States. The Trust Protector concept is a modern trust law tool often used in conjunction with a Directed Trust, delivering far more control to settlors of trusts, beneficiaries, and their advisors than ever […]
Bridgeford Trust is built around the unifying belief that high net worth individuals and families around the country and the world are vastly underserved by traditional “bundled” wealth management and trust administrative models. Driven by the demands and unique needs of affluent families, more change has occurred in the fiduciary industry in the past twenty years […]
Which state is the best United States trust jurisdiction continues to be a hot topic of debate for advisors around the country and the world. Most academics, commentators, and industry reports generally find South Dakota, Nevada, Alaska, and Delaware to be the “top tier” United States trust jurisdictions. However, as outlined in a recent article and demonstrated […]