Episode 43 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with David Hammarberg – Partner at McKonly & Asbury. David Hammarberg has been an integral part of Bridgeford’s family of companies from the start, serving as our outsourced IT Director. With his […]
David Warren, Co-Founder and Chairman of Bridgeford Trust Company, was recently featured on The Truth About Wealth podcast hosted by Copper Beech Financial Group – a financial planning firm who acts as a family CFO, providing family office services that focus on tax efficiency, asset protection, and family governance. This episode marks David’s second appearance […]
Episode 42 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – interviews Enrique Hernandez-Pulido and Raúl Villarreal Garza – Partners at Procopio, an AmLaw 200 corporate and litigation law firm. Enrique and Raúl share insights into Procopio’s success and their diverse […]
The Spousal Lifetime Access Trust (SLAT) offers a unique planning opportunity for married couples to pass wealth to future generations while potentially reducing their taxable estate. This powerful planning tool is particularly advantageous under South Dakota’s progressive modern trust law and is important for high and ultra-high-net-worth individuals and families to consider in the planning […]
Episode 41 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Michael Parker – Managing Director at Insight Consultants, an award-winning communications consultancy in Dublin, Ireland. Michael shares his journey through various senior positions in politics and […]