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 […]
Episode 55 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 Steve Rosansky – President and CEO of the Newport Beach Chamber of Commerce – for a thoughtful conversation on leadership, community commitment, and what it […]
Bridgeford Trust Company, in collaboration with the Newport Beach Chamber of Commerce and Trusted Advisor, invites you to Women Shaping Business Today: Perspectives That Matter, an evening dedicated to celebrating and lifting up women in business. This event will feature a moderated panel discussion with accomplished women leaders from across the legal, public, and nonprofit […]
Bridgeford Trust Company recently had the opportunity to join the Newton Knowledge Podcast, hosted by Newton One Advisors, a national life insurance planning firm and member of the M Financial Group. Their podcast is designed to provide practitioner-focused insight for advisors and professionals navigating sophisticated insurance, estate planning, wealth transfer, and executive benefit strategies. In […]