Delivering

Direction and Control

Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Start listening to our podcast series – Delivering Direction and Control – today. You can listen below or on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud. You can also watch new episodes on our YouTube channel, bringing an exciting visual element to the conversation.

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Episode 46 – Integrity in Wealth Management

Guest: Ralph Adamo, President & CEO at Integrity Wealth Management

ralph-adamoIn this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – talks with Ralph Adamo – President & CEO of Integrity Wealth Management – about his role and impressive work as the founder of Orange County’s Chapter of Advisors in Philanthropy and board member of The International Association of Advisors in Philanthropy, where he helped create a platform to help financial professionals engage in meaningful conversations with clients about philanthropy, addressing the often-underserved needs of those looking to leverage philanthropic tax codes in Southern California and across the nation.

Continuing to explore Ralph’s passion for developing meaningful and impactful dialogue around overall financial planning for families, the conversation then turns to Ralph’s proprietary WealthTrac™ FORMula, designed to provide clients with a collective experience and creative strategies to achieve lifelong financial goals. He emphasizes the importance of expanding knowledge beyond traditional strengths to become a trusted, first-call advisor. Building on this philosophy, Ralph authored Integrity @ Work, a roadmap for selecting the right financial advisor and the right advisory firm—using the integrity process to pinpoint true north.

Ralph also highlights how the principles of integrity shape leadership, client trust, and long-term success—a theme reflected in his podcast, The Power of Integrity. His philosophy compliments and aligns closely with Bridgeford’s commitment to providing independent, conflict-free solutions that that resonate deeply with families seeking clarity and confidence in their financial planning.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Click here to explore more episodes. You can listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud, or watch new episodes on our YouTube channel. Subscribe to our blog to receive notifications when new episodes are added.

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Episode 45 – Business Lifecycle Strategies and Tax Insights

Guests: Lisa Clifford and Jeff Getty, Managing Directors at Callan Family Office

lisa-clifford

jeff-gettyIn this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – reconnects with Callan Family Office, speaking with Lisa Clifford and Jeff Getty, Co-Managing Directors of the company’s Business & Transaction Advisory Practice. Following Callan Family Office’s first podcast appearance, which introduced the company’s unique approach to investment management and philanthropy, this episode explores the intricacies of Lisa and Jeff’s specialized practice and the strategies they use to guide business owners through pivotal transitions.

Listen in as Lisa and Jeff share their journey to Callan Family Office, explaining why they transitioned their practice and how it has flourished since. They discuss their focus on guiding business owners through various stages of the company lifecycle with tailored planning to achieve optimal tax outcomes during pre-sale, sale, and post-sale phases. Their “Tax Trilogy” framework addresses income, state, and transfer tax considerations while leveraging strategies like NIMCRUTs, CLATs, and INGs.

Beyond technical strategies, Lisa and Jeff highlight the “soft side” of their practice, emphasizing the value of building strong client relationships and meeting them where they are in their journey. As the episode concludes, they offer practical advice on when business owners should engage advisors like themselves to ensure a successful exit strategy.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Click here to explore more episodes. You can listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud, or watch new episodes on our YouTube channel. Subscribe to our blog to receive notifications when new episodes are added.

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Episode 44 – Conflict-Free Wealth Management and Economic Insights

Guest: Jonathan Williams, Partner at Summit Trail Advisors

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 specializes in working with business owners, entrepreneurs, executives, and private foundations to create tailored financial strategies, acting as an outsourced family office. Their personalized approach, combined with a sophisticated investment process, brings portfolios to life through a unique interaction that is the foundation of their boutique investment process.

Their discussion explores the shift toward independent, conflict-free solutions in wealth management nationally, comparing models like Summit Trail and Bridgeford. As privately held firms, both are free from the constraints of institutionalized domestic and international conglomerates, fulfilling their fiduciary duty and creating the opportunity to offer clients a broader range of options, including alternative situses for trust planning, investment opportunities beyond public markets, and access to asset managers outside of captive structures.

As they conclude, Jon shares insights into the current economic climate, discussing the political and geopolitical pressures facing families and the heightened anxiety around wealth protection. He also offers his refreshingly positive perspective on volatility as an asset class, the spread between implied and actual market fears, and why – despite the uncertainty – existing systems provide reasons for optimism.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Click here to explore more episodes. You can listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud, or watch new episodes on our YouTube channel. Subscribe to our blog to receive notifications when new episodes are added.

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Episode 43 – Data Leaks to Cybersecurity: Protecting Privacy

Guest: David Hammarberg, Partner at McKonly & Asbury

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 extensive expertise in information technology, cybersecurity, and overall company security, he has played a crucial role in shaping our approach to protecting sensitive data.

Listen in as they explore how data leaks, such as the Pandora Papers, and the rise of cyber threats have transformed the IT industry. Drawing on David Hammarberg’s insights, they discuss how Bridgeford has navigated these challenges, focusing on key issues like social engineering, employee training (or the lack thereof), and vendor management.

Bridgeford’s commitment to protecting client privacy is reinforced by our decision to establish our trust charter in South Dakota, a state known for its strong trust privacy laws. This episode concludes with a discussion on how Bridgeford leverages both South Dakota fiduciary law and cutting-edge cybersecurity measures. David Hammarberg shares industry best practices, the ongoing evolution of cybersecurity, and strategies for maintaining a balance between efficient business operations and robust security protocols.

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Click here to explore more episodes or listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud. You can also subscribe to our blog to receive notifications when new episodes are added.

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Episode 42 – Mexican Clients and Wealth Protection: Insights from Procopio

Guests: Enrique Hernandez-Pulido and Raúl Villarreal Garza, Partners at Procopio

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 backgrounds, contributing to a remarkable team of attorneys with licenses in the U.S. and abroad.

The discussion focuses on the current political and economic environment in Mexico and the tension clients are experiencing. Enrique and Raúl discuss how Mexican clients are navigating recent developments, including the election in Mexico, which presents both opportunities and concerns. They emphasize the importance of jurisdiction selection and fiduciary duty amid the uncertainty many are feeling.

As they conclude, David asks for their views on the strong push for transparency through CRS and FATCA, as well as the CTA, balancing client privacy with regulatory demands. They also discuss the impact of the Pandora Papers and Panama Papers, defending the trust industry’s stance on asset protection, privacy versus secrecy, and tax planning versus tax evasion.

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Click here to explore more episodes or listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud. You can also subscribe to our blog to receive notifications when new episodes are added.

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“The materials and the presentations in these podcasts are intended to stimulate thought and discussion and to provide those listening to the podcasts with useful ideas and guidance in the areas of estate planning and administration. The materials and the comments made by the presenters during the podcasts or otherwise do not constitute and should not be treated as legal advice regarding the use of any particular estate planning or other technique, device or suggestion or any of the tax or other consequences associated with them. Although we have made every effort to ensure the accuracy of these materials and the podcast presentations, neither Bridgeford Trust Company or the speakers assume any responsibility for any individual’s reliance on the written or oral information presented in association with the podcasts. Each podcast listener should verify independently all statements made in association with the podcasts before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any particular device, technique, or suggestion before recommending the same to a client or implementing the same on a client’s or his or her own behalf.”

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