Primer on Working with Ultra-High-Net-Worth Family and Family Offices

On March 1, 2022, Bridgeford Trust Company was a sponsor, moderator, and presenter in a virtual forum hosted by Trusts & Estates and WealthManagement.com. This session addressed the issues involved in working with ultra-high-net-worth (UHNW) clients and family offices. Presenters included David Warren, Co-Founder and Chairman of Bridgeford Trust Company; Kim Kamin, Principal & Chief Wealth Strategist at Gresham Partners LLC; Hugh Magill, Vice Chairman, Retired at Northern Trust; and Domingo Such III, Partner at Perkins Coie.

For more information on any of the topics discussed, contact us at info@bridgefordtrust.com or by calling (605) 224-9189. You can also visit our website at www.bridgefordtrust.com.