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 […]