White Label Trust Services

Delivering

Direction and Control

At Bridgeford Trust Company, we believe that an unbundled, conflict-free alternative to the traditional bundled trust and asset management model is the future of our industry. This approach challenges traditional notions of trust creation and administration, delivering far more control to settlors of trusts, beneficiaries, and their advisors than ever before.

White label trust services—sometimes referred to as private label trust services—delivered through a highly customizable model, embody this future. They empower family offices, RIAs, insurance professionals, and other advisors to offer sophisticated trust solutions without compromising brand identity or independence.

Rather than offering a one-size-fits-all solution, Bridgeford embraces a continuum approach to white labeling. For some partners, this means a fully branded experience where trust statements and communications carry their name. For others, it means a collaborative structure with Bridgeford positioned as the trust provider, often with co-branded materials or defined referral relationships. And for others still, it’s a completely independent arrangement with no brand integration at all.

We meet you wherever you are on that spectrum and deliver infrastructure, regulatory oversight, and trust expertise while allowing you to define the relationship.

Tailored White Label Solutions with Full Support

Bridgeford Trust Company’s white label trust services are ideal for RIAs, investment managers, family offices, insurance professionals, and other advisors seeking to expand their service offering without taking on the burden of trust administration or compromising their brand identity. Whether you’re operating without trust powers, exploring fee-sharing opportunities, or looking for a fully independent structure, our model adapts to your needs.

Each white label relationship is supported by a comprehensive infrastructure that includes:

Marketing and sales support: From co-branded materials to hands-on support throughout the sales process, we provide the strategy and resources to effectively communicate trust solutions to your clients.
Training and education: We equip your team with the knowledge and language to confidently discuss the advantages of South Dakota’s modern trust laws, including unique benefits around asset protection, privacy, tax planning, and more.
Back-office infrastructure: While Bridgeford offers custodial options, we do not require assets to be held with us. Through our trust accounting platform, we can “shadow account” trusts relative to assets held elsewhere and generate white-labeled client statements with your brand at the forefront.

White label means something different to everyone. Whether you’re seeking full brand integration or a completely independent trust partner, Bridgeford delivers customized solutions that reflect your firm’s values and vision. We’re flexible, creative, and committed to designing a white label (private label) trust solution that fits your needs—wherever you fall on the continuum.

To learn more or explore a customized white label relationship, reach out to our team at (605) 224-9189 or contact us online.

Delivering

Direction and Control