Perhaps the genesis of the family conflict and dysfunction portrayed in HBO’s Succession is Logan Roy’s poor and secretive communication style, combined with his constant pitting of the siblings against one another, often to achieve sinister objectives. This is arguably one of the more dramatized elements of the series. In reality, while first-generation wealth creators […]
Episode 50 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! Don’t forget, you can also watch new episodes on our YouTube channel, offering a dynamic way to experience the engaging discussions. In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Matthew Hoffman, Founder […]
Bridgeford Trust Company is excited to be in Europe this September for a series of events and presentations, including exclusive Trusted Advisor gatherings in London and Zurich and the premier Transnational Taxation Network (TTN) Europe Conference in Dublin. David Warren, Co-Founder and Chairman of Bridgeford Trust Company, looks forward to connecting with our friends across […]
Bridgeford Trust Company is excited to return as a sponsor of the sold-out STEP LatAm Conference, taking place September 4-5, 2025, in Mexico City. If you’re attending, be sure to connect with our team to discuss modern trust law, advanced planning strategies, and the important issues shaping cross-border planning for families and their advisors. From […]
In HBO’s Succession, first-generation extreme wealth creator Logan Roy may have understood the advantages and importance of sophisticated planning tools—such as Dynasty Trusts, Privacy Trust Laws, and Asset Protection Trusts—to preserve wealth and family relationships, yet he fiercely resisted giving up control, whether during his lifetime or after. As we explored in our kickoff article, […]