Bridgeford has been exploring the theme of protecting families of wealth from themselves, a concept central to effective multigenerational planning. Inspired by HBO’s series Succession, this ongoing discussion looks at the real-world parallels between the fictional Roy family’s struggles and the complex dynamics that arise within affluent families navigating succession, control, and legacy. We invite […]

Domestic Asset Protection Trusts (DAPTs) are a powerful planning tool for families seeking to preserve wealth from lawsuits, creditors, and other unforeseen risks. Available only in a handful of jurisdictions, including South Dakota, DAPTs allow settlors – the person establishing the trust – to retain some control over the trust assets and enjoy a discretionary […]

Bridgeford Trust Company is pleased to announce an upcoming complimentary webinar in partnership with myLawCLE and the Federal Bar Association, titled “Trusts and Taxes: Hidden Liabilities Every Attorney Should Anticipate.” Join us on Tuesday, November 18, 2025, from 1:00–3:10 pm (ET) for an in-depth discussion exploring the federal, state, and international tax implications of trust […]

Bridgeford Trust Company is proud to once again sponsor the Hawaii Tax Institute’s Annual Conference, taking place November 2-6, 2025, at the Sheraton Waikiki Resort in Honolulu. Presented by the Hawaii Tax Institute Foundation and Chaminade University of Honolulu, this conference is among the nation’s leading gatherings for professionals in tax, wealth transfer, and estate […]

For families of significant wealth, maintaining control and harmony across generations requires more than sophisticated planning—it demands structure, communication, and purpose. While HBO’s Succession dramatizes the pitfalls of family wealth, the real-world solution lies in proactive family governance and the thoughtful use of modern trust law. As we explored in our “Protecting Families of Wealth […]

Episode 51 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! You can also watch new episodes on our YouTube channel, offering a dynamic way to experience the engaging discussions. In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Heath Goldman – President & […]

Bridgeford Trust Company is honored to participate in a series of industry events throughout the next month. These gatherings provide important opportunities to connect with professionals across estate planning, international tax, real estate, and wealth management, while highlighting the power of South Dakota’s modern trust laws and Bridgeford’s independent and conflict-free approach. We hope to […]

Perhaps the genesis of the family conflict and dysfunction portrayed in HBO’s Succession is Logan Roy’s poor and secretive communication style, combined with his constant pitting of the siblings against one another, often to achieve sinister objectives. This is arguably one of the more dramatized elements of the series. In reality, while first-generation wealth creators […]

Episode 50 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! Don’t forget, you can also watch new episodes on our YouTube channel, offering a dynamic way to experience the engaging discussions. In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Matthew Hoffman, Founder […]

Bridgeford Trust Company is excited to be in Europe this September for a series of events and presentations, including exclusive Trusted Advisor gatherings in London and Zurich and the premier Transnational Taxation Network (TTN) Europe Conference in Dublin. David Warren, Co-Founder and Chairman of Bridgeford Trust Company, looks forward to connecting with our friends across […]