In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guests from Cresset Capital Management, Avy Stein – Founder & Co-Chairman – and Sarah Simon – Director, Wealth Strategist & Wealth Advisor – for a discussion around Cresset’s vision on reinventing wealth management, and, very much like Bridgeford, embracing a totally new wealth management paradigm. This episode also explores how Cresset leads with planning and surrounds clients with a full team to serve them and offer big ideas such as South Dakota’s trust capabilities in terms of tax planning, asset protection, and modern trust laws.
