Advisor-Friendly Fiduciary Services
Collaboration without competition.
Trust planning and administration continue to be an essential component of wealth planning for affluent individuals and families. Asset managers, financial advisors, insurance professionals, and family offices without access to progressive trust powers operate at a significant disadvantage when competing with large institutional trust companies. In addition, these advisors are at risk of losing significant assets as clients pass away and assets flow out of their estate and into trust accounts managed by trust companies that insist upon managing assets.
Advisor-Friendly Fiduciary Services
Collaboration with Bridgeford Trust Company allows advisors to retain control over assets and remain the trusted advisor across multiple generations through flexible fiduciary solutions, including Directed Trusts. A Directed Trust bifurcates the asset management and trust administration functions, allowing the asset manager to retain control over the investment process while the independent trustee administers the trust. This “unbundling” of financial services allows the trustee and advisor to collaboratively provide comprehensive wealth management without losing control of the relationship—a true win for both the client and advisor.
When a Discretionary Trust is a better fit for a client, Bridgeford also provides discretionary trustee services and can delegate investment management to the client’s trusted advisor.
Many advisors and their clients seek an alternative to the traditional institutional trust model that preserves trusted relationships while providing independent fiduciary administration.
Supporting Trusted Advisors
Our Collaborative Approach
Sophisticated trust planning is most effective when experienced professionals collaborate on behalf of the client. As an independent trust company, Bridgeford works alongside investment advisors, attorneys, CPAs, insurance professionals, and family offices—allowing each professional to continue serving in the role for which they were selected.
Unlike many institutional trustees, Bridgeford does not manage investment assets. Our role is to provide independent fiduciary administration while supporting the broader advisory team and helping advisors preserve long-term client relationships.
In addition, Bridgeford offers White Label/Private Label Trust Services for advisors and provides Host Company Services, including trust administration and back-office support, for public and private trust companies with their own licenses.
Questions About Advisor-Friendly Fiduciary Services?
To learn more about Bridgeford’s Advisor-Friendly Fiduciary Services and how we collaborate with trusted advisors, reach out to us through our contact form or call us at (605) 224-9189.
