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 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.
You can listen to our latest episode on Bridgeford’s podcast page, Apple Podcasts, iHeartRadio, Spotify, and SoundCloud – or watch it on our YouTube channel for a more engaging experience.
Bridgeford Trust Company’s Delivering Direction and Control podcast 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 trust 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. Check out all of our episodes here: bridgefordtrust.com/podcasts.
If you have questions on any of the topics discussed in this latest episode, don’t hesitate to reach out to us via our contact form or call us at (605) 224-9189.