Episode 21 – International Wealth Planning (Part 1)

Guest: Joseph Kellogg, Partner and Head of Wealth Planning at WE Family Offices

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Joseph Kellogg – Partner and 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.

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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