Episode 21 is now available on Bridgeford Trust Company’s Delivering Direction and Control Podcast Series! In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, Joseph Kellogg – Partner/Head of Wealth Planning at WE Family Offices – to discuss his take on the evolution of the fiduciary industry and how the U.S. became a jurisdiction of choice. They go on to talk about mandatory information disclosure requirements, including the distinctions between CRS, FATCA, and the Corporate Transparency Act, and the impact of these for those in the international space.
Bridgeford Trust Company’s Delivering Direction and Control podcast was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before. Check out all of our episodes here: bridgefordtrust.com/podcasts.
If you have questions on international wealth planning or any of the topics discussed in this latest episode, don’t hesitate to reach out to us via our contact form or call us at (605) 224-9189. And stay tuned for Part 2 of David and Joseph’s discussion which will be released shortly and includes more technical issues around the information disclosure requirements, updates on data leaks and how to keep information safe, and much more.