Bridgeford recently hosted a livestream presentation exploring a challenge central to effective multigenerational planning: protecting families of wealth from themselves.
Inspired by HBO’s “Succession,” this discussion examines the real-world parallels between the fictional Roy family and the complex dynamics many families of wealth face today, including issues of control, succession, and legacy. While the series is fictional, the risks it highlights are very real. Without strategic trust planning, wealth can quickly become a source of conflict rather than continuity.
In this presentation, David Warren, Co-Founder & Chairman of Bridgeford Trust Company, walks through how modern trust law, particularly South Dakota’s progressive statutes, can be used to help families preserve wealth, maintain control, and support long-term stability across generations.
Topics covered include:
– Dynasty Trusts
– Privacy and Confidentiality
– Domestic Asset Protection Trusts
– Directed Trusts
– Family Governance
– Private Trust Companies
Together, these tools demonstrate how thoughtful planning can help families protect and control their legacies during a time of increasing global complexity and uncertainty.
If you have questions about the topics discussed in this presentation, or would like to learn more, contact us at info@bridgefordtrust.com or (605) 224-9189.
