Delivering

Direction and Control

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Over the coming weeks, Bridgeford Trust Company will be participating in several key industry conferences and professional gatherings across the country. These events bring together leading experts in estate planning, international tax, wealth management, and related advisory disciplines to address the evolving challenges facing families and their advisors. We look forward to engaging in meaningful […]

Bay Area office

Bridgeford Trust Company is proud to announce the launch of Bridgeford Bay Area, a new office established by our sister company, Bridgeford Advisors (dba Bridgeford), a trust planning advisory firm serving families across the United States and around the world. By bringing the power of South Dakota-based fiduciary planning to families and their advisors nationwide, […]

bridgeford-podcast

Episode 53 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 Alex Segal – Partner at Silberman Zaretsky PC – to explore the highly nuanced world of trust and estate planning for visual artists. Alex shares how his practice […]

Bridgeford recently hosted a livestream exploring the theme of Protecting Families of Wealth from Themselves, a concept central to effective multigenerational planning and inspired by HBO’s series Succession. The presentation examined the real-world parallels between the fictional Roy family and the complex dynamics many families of wealth face today, including issues surrounding control, succession, and legacy. While […]

Heckerling 2026

Bridgeford Trust Company is looking forward to sponsoring the Heckerling Institute on Estate Planning, taking place January 12-16, 2026, in Orlando, Florida. Each year, Heckerling brings together leaders from across the estate planning community to connect, exchange ideas, and navigate an increasingly complex and unpredictable planning environment. If you’re attending, we invite you to join […]

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