Episode 44 is available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! Now, you can also watch new episodes on our YouTube channel, adding an exciting visual element that brings the conversation to life. In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Jonathan Williams – Partner at Summit Trail Advisors. Jon’s team […]
Directed Trusts have transformed the trust world, changing how we build and manage trusts for the families we serve. Codified in a select few states – including South Dakota – Directed Trusts unbundle the traditionally rigid structure of asset management and trust administration, offering settlors, beneficiaries, and their advisors more direction, control, and flexibility than […]
As we head into a busy fall season, Bridgeford Trust Company is proud to sponsor two highly anticipated events in the coming weeks: the STEP LatAm Conference and the Newport Beach Chamber’s 2025 Economic Forecast. These forums offer excellent opportunities to connect with industry leaders, clients, and colleagues in key regions. Additionally, we’re excited to […]
Bridgeford Trust Company was recently featured on Evergreen Exits podcast, Exits Aren’t Endings, You’re Just Getting Started. Evergreen Exits is dedicated to supporting entrepreneurs through every stage of their business exit journey, embracing a fiduciary and independent model that empowers their team to collaborate with top-tier solution providers to deliver the best outcomes for clients. […]
In the face of global geopolitical instability, political uncertainty in the U.S., and potential changes in the tax code, a key question arises: How should you approach planning, and how can well-settled trusts provide security in unsettled times? These challenges not only highlight the importance of proactive planning but also showcase the trust industry’s strength […]