Episode 60 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast! In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Jeff Llewellyn – Private Client Advisor and Principal at Rockwood Wealth Management – for an important conversation on Special Needs Trusts and the highly specialized […]

Bridgeford Trust Company is pleased to announce that David Warren, Co-Founder & Chairman, has been named a shortlisted nominee for the 2026 Orange County Executive Forum & Leadership Awards, presented by LA Times Studios Business, part of the Los Angeles Times Media Group. This awards program recognizes outstanding business leaders across Orange County who have […]

Over the past four decades, modern trust law has fundamentally reshaped the trust industry, giving advisors and their clients new opportunities to reduce conflicts of interest, increase flexibility, and preserve greater direction and control in their estate planning. Understanding these developments is becoming increasingly important for domestic and international families and the advisors who serve […]

Episode 59 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast! In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Jason Levey – Chief Executive Officer of Canterbury Consulting – to discuss the evolving landscape of investment consulting, family wealth planning, and independent advice. Jason […]

With upcoming events taking place in both Southern and Northern California this June, the Bridgeford team is looking forward to connecting with advisors and industry professionals across the state. As Bridgeford continues expanding its presence in California through Bridgeford Advisors’ Newport Beach and Bay Area offices, these events provide valuable opportunities to continue important conversations […]

Episode 58 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast! In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – is joined by Josh Bennett, Esq. – Attorney & Asset Protection Expert – for a deep dive into the evolving world of asset protection planning. Drawing on decades […]

Episode 57 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast! In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – is joined by Deirdre Wheatley-Liss, Maria Galante, and Daniel Makoski of Porzio, Bromberg & Newman, P.C., a full-service law firm with a growing footprint across the East Coast, […]

Episode 56 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast! In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Andy Morgan – CEO of Affinity, a global corporate services provider supporting private wealth and asset structuring – for a conversation on global expansion, […]

Bridgeford is looking forward to connecting with friends and colleagues at a number of upcoming events across the country in March and April. From hosting and co-hosting gatherings to speaking and sponsoring leading industry conferences, these events provide valuable opportunities for engagement across the industry. We value the opportunity for meaningful conversations around trust planning, […]

International trust planning has become a prominent focus for advisors as global families navigate an increasingly complex cross-border environment. Citizenship, residency, business interests, and beneficiaries often span multiple jurisdictions, each with its own legal, tax, and regulatory considerations. As a result, families and advisors must consider how both domestic and foreign trusts are structured not […]