Episode 11 – Reinventing Wealth Management

Guests: Avy Stein, Founder and Co-Chairman, and Sarah Simon, Director, Wealth Strategist and Wealth Advisor, from Cresset Capital Management

In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guests from Cresset Capital Management, Avy Stein – Founder and Co-Chairman – and Sarah Simon – Director, Wealth Strategist and Wealth Advisor – for a discussion around Cresset’s vision on reinventing wealth management, and, very much like Bridgeford, embracing a totally new wealth management paradigm. This episode also explores how Cresset leads with planning and surrounds clients with a full team to serve them and offer big ideas such as South Dakota’s trust capabilities in terms of tax planning, asset protection, and modern trust laws.

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series 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.

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