Bridgeford Trust Company is excited to once again be sponsoring the STEP LatAm Conference taking place this year on October 17-18 in Brazil! The theme of the conference is “Building Knowledge Across Borders: Advising Families Today and Tomorrow” and the two days feature cutting edge speakers and a program designed to inform and engage wealth structuring and trust and estate practitioners. The United States continues to be the jurisdiction of choice for international families. Click here for an informational webinar about many of the factors bringing international families to the United States and modern trust law planning tools available in top tier jurisdictions like South Dakota.
David A. Warren, Chairman and Co-Founder of Bridgeford Trust Company and President and CEO of Bridgeford, along with Terry L. Harris, Managing Director of Bridgeford, will be attending the STEP LatAm Conference. If you are going to be there as well, we would love to see you so please stop by Bridgeford Trust Company’s booth, or reach out to us in advance so we can be sure to connect.
STEP is a global professional association for advisors specifically specializing in family inheritance and succession planning in the international space. STEP works to improve public understanding of issues facing international families, promote education, and strongly encourage very high professional standards among their members and practitioners. To learn more about STEP, click here.
As an independent, full service trust company with South Dakota Trust powers, Bridgeford Trust Company provides independent, collaborative, and world class multi-family office and third party fiduciary services to domestic and international families.
Bridgeford Advisors, Inc. is a legally distinct sister company of Bridgeford Trust Company and coordinates consultative, planning, business development, and marketing support at locations in New York, California, Florida, South Dakota, and Pennsylvania.