Bridgeford Trust Company is looking forward to sponsoring the sold-out 2023 STEP Miami Summit! The summit, taking place at The Ritz-Carlton Key Biscayne from October 18-20, 2023, is an excellent opportunity to learn about the newest changes, updates, and trends in the market for international private client planning as well as network at their various events, including two cocktail receptions leading up to the summit conference day on Friday, October 20. Read on to learn more about where we’ll be, including a reception invitation for after the summit concludes extended to both summit attendees and those not attending but, in the area, to join us!
Bridgeford & UMA Wealth Reception – October 20 from 5:00-8:00pm
After the STEP Miami Summit concludes on Friday, October 20, we’d like to invite those attending the sessions as well as those not attending, but in the area, to join us for a reception at The Ritz-Carlton Key Biscayne’s beach bar, Dune. Bridgeford Trust Company and UMA Wealth (Switzerland) AG will be hosting this event together and if you are available, please join us! To secure a spot and add the details to your calendar, you can register by clicking here.
STEP Miami Summit – October 18-20
David Warren (Co-Founder and Chairman of Bridgeford Trust Company) and Danielle Keeton (Senior Vice President and Senior Trust Officer) will be attending the summit and if you are going to be there as well, we encourage you to visit Bridgeford’s table to learn about the power and sophistication of South Dakota’s trust laws. These progressive and modern trust laws allow families to avail themselves of very strong privacy trust laws and asset protection provisions, and to take advantage of South Dakota’s status as a no state income tax state. Come talk with us about how we may be able to collaborate to best serve your domestic and international clients!
If you have any questions about our time at the summit, our reception, or any of the topics discussed above, be sure to reach out to us at (605) 224-9189 or via our contact form. We hope to see you there!
