Bridgeford Trust Company is proud to be a sponsor and speaker at the upcoming Private Wealth Latin America & The Caribbean Forum, hosted by Markets Group and taking place on November 1-2, 2023 in Miami. This 10th annual forum is the leading conference for family offices, wealth managers, RIAs, private banks, and asset managers in the region. The program’s speaking faculty is primarily comprised of Latin American and Caribbean based leaders in the sector and the agenda covers topics including asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy.

Chris Halverson – Managing Director of Bridgeford International and Senior Trust Officer at Bridgeford Trust Company – will be attending the event as well as presenting in two sessions. On Wednesday, November 1, Chris will participate in a panel discussion on “Maintaining Transparency within Wealth Preservation.” This panel will discuss strategies and insights for preserving wealth, optimizing tax efficiency, and navigating the complex landscape of financial regulations. Then on Thursday, November 2, Chris will be hosting a breakout peer-to-peer discussion. In this session, he will be discussing the power of U.S. modern trust law for global families as the U.S. continues to be the jurisdiction of choice for international families because of powerful planning tools including domestic asset protection trusts and foreign grantor trusts as well as progressive privacy trust laws and tax planning opportunities. These are just a few of the unique planning solutions available under South Dakota law that are important for families across the globe to consider when selecting the best U.S. trust situs.

If you are planning to be there this week, we hope to see you at the sessions that Chris will be presenting at, and be sure to stop by our booth to say hello! And as always, if you have any questions on any of the topics discussed above, be sure to contact us via our contact page or by calling (605) 224-9189.