Delivering Direction and Control

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Ed Barone, Business Wealth Advisor at Evergreen Exits (EGexits.com), a specialized division of Evergreen Wealth Solutions. With deep expertise in business transitions and a strong fiduciary focus, Ed's team is dedicated to helping business owners plan successful exits aligned with their financial and legacy goals. Together, David and Ed dive into the fundamentals of exit planning – what it is, why it matters, and how it can proactively solve challenges before going to market. From unexpected exits to failed transactions, Ed outlines why early planning is critical, especially since, for many business owners, their business is their wealth. They also explore Ed's perspective on current market volatility and proposed tariff policies, how those factors are influencing the M&A landscape, and the guidance he's offering clients as they navigate exit strategies. In uncertain times, Ed stresses the importance of distinguishing between noise and true impact, staying diversified, and staying the course with long-term investment and trust planning goals. As they conclude, Ed walks listeners through five core exit strategies and the process of choosing the right path forward. It begins with understanding the business owner's personal, legacy, and employee goals, and then evaluating financial readiness and tax implications to guide decision-making. He also emphasizes the importance of assembling a collaborative team of both planning and transaction advisors to ensure a holistic approach and a smooth, successful transition.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Tom Rogerson – President & CEO of GenLegCo. Inc. – a recognized leader in family governance. Tom shares how his approach to wealth planning emphasizes preparing families for wealth, rather than just preparing wealth for families, offering guidance on navigating financial responsibilities and ultimately protecting families of wealth from themselves. As you listen, you'll hear Tom discuss his “7 Steps to Healthy Family Governance”, a process designed to educate families, foster communication and leadership, and create a long-term vision for their legacy. He also emphasizes the importance of independent trust companies with strong jurisdictional advantages, like South Dakota, to ensure legacy plans remain intact for generations. This long-term approach is why Bridgeford remains fiercely independent, helping families turn estate plans into lasting legacy plans that reflect their shared values and vision. The conversation explores Tom's personal journey into this work, and he explains why parents may have the right message but aren't always the right messenger—and how bringing in a third-party expert who provides objectivity, experience, and knowledge can make all the difference.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – talks with Ralph Adamo – President & CEO of Integrity Wealth Management – about his role and impressive work as the founder of Orange County's Chapter of Advisors in Philanthropy and board member of The International Association of Advisors in Philanthropy, where he helped create a platform to help financial professionals engage in meaningful conversations with clients about philanthropy, addressing the often-underserved needs of those looking to leverage philanthropic tax codes in Southern California and across the nation. Continuing to explore Ralph's passion for developing meaningful and impactful dialogue around overall financial planning for families, the conversation then turns to Ralph's proprietary WealthTrac™ FORMula, designed to provide clients with a collective experience and creative strategies to achieve lifelong financial goals. He emphasizes the importance of expanding knowledge beyond traditional strengths to become a trusted, first-call advisor. Building on this philosophy, Ralph authored Integrity @ Work, a roadmap for selecting the right financial advisor and the right advisory firm—using the integrity process to pinpoint true north. Ralph also highlights how the principles of integrity shape leadership, client trust, and long-term success—a theme reflected in his podcast, The Power of Integrity. His philosophy compliments and aligns closely with Bridgeford's commitment to providing independent, conflict-free solutions that that resonate deeply with families seeking clarity and confidence in their financial planning.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – reconnects with Callan Family Office, speaking with Lisa Clifford and Jeff Getty, Co-Managing Directors of the company's Business & Transaction Advisory Practice. Following Callan Family Office's first podcast appearance, which introduced the company's unique approach to investment management and philanthropy, this episode explores the intricacies of Lisa and Jeff's specialized practice and the strategies they use to guide business owners through pivotal transitions. Listen in as Lisa and Jeff share their journey to Callan Family Office, explaining why they transitioned their practice and how it has flourished since. They discuss their focus on guiding business owners through various stages of the company lifecycle with tailored planning to achieve optimal tax outcomes during pre-sale, sale, and post-sale phases. Their "Tax Trilogy" framework addresses income, state, and transfer tax considerations while leveraging strategies like NIMCRUTs, CLATs, and INGs. Beyond technical strategies, Lisa and Jeff highlight the "soft side" of their practice, emphasizing the value of building strong client relationships and meeting them where they are in their journey. As the episode concludes, they offer practical advice on when business owners should engage advisors like themselves to ensure a successful exit strategy.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Jonathan Williams – Partner at Summit Trail Advisors. Jon's team specializes in working with business owners, entrepreneurs, executives, and private foundations to create tailored financial strategies, acting as an outsourced family office. Their personalized approach, combined with a sophisticated investment process, brings portfolios to life through a unique interaction that is the foundation of their boutique investment process. Their discussion explores the shift toward independent, conflict-free solutions in wealth management nationally, comparing models like Summit Trail and Bridgeford. As privately held firms, both are free from the constraints of institutionalized domestic and international conglomerates, fulfilling their fiduciary duty and creating the opportunity to offer clients a broader range of options, including alternative situses for trust planning, investment opportunities beyond public markets, and access to asset managers outside of captive structures. As they conclude, Jon shares insights into the current economic climate, discussing the political and geopolitical pressures facing families and the heightened anxiety around wealth protection. He also offers his refreshingly positive perspective on volatility as an asset class, the spread between implied and actual market fears, and why – despite the uncertainty – existing systems provide reasons for optimism.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with David Hammarberg, Partner at McKonly & Asbury. David Hammarberg has been an integral part of Bridgeford's family of companies from the start, serving as our outsourced IT Director. With his extensive expertise in information technology, cybersecurity, and overall company security, he has played a crucial role in shaping our approach to protecting sensitive data. Listen in as they explore how data leaks, such as the Pandora Papers, and the rise of cyber threats have transformed the IT industry. Drawing on David Hammarberg's insights, they discuss how Bridgeford has navigated these challenges, focusing on key issues like social engineering, employee training (or the lack thereof), and vendor management. Bridgeford's commitment to protecting client privacy is reinforced by our decision to establish our trust charter in South Dakota, a state known for its strong trust privacy laws. This episode concludes with a discussion on how Bridgeford leverages both South Dakota fiduciary law and cutting-edge cybersecurity measures. David Hammarberg shares industry best practices, the ongoing evolution of cybersecurity, and strategies for maintaining a balance between efficient business operations and robust security protocols.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – interviews Enrique Hernandez-Pulido and Raúl Villarreal Garza – Partners at Procopio, an AmLaw 200 corporate and litigation law firm. Enrique and Raúl share insights into Procopio's success and their diverse backgrounds, contributing to a remarkable team of attorneys with licenses in the U.S. and abroad. The discussion focuses on the current political and economic environment in Mexico and the tension clients are experiencing. Enrique and Raúl discuss how Mexican clients are navigating recent developments, including the election in Mexico, which presents both opportunities and concerns. They emphasize the importance of jurisdiction selection and fiduciary duty amid the uncertainty many are feeling. As they conclude, David asks for their views on the strong push for transparency through CRS, FATCA, and CTA, balancing client privacy with regulatory demands. They also discuss the impact of the Pandora Papers and Panama Papers, defending the trust industry's stance on asset protection, privacy versus secrecy, and tax planning versus tax evasion.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Michael Parker – Managing Director at Insight Consultants, an award-winning communications consultancy in Dublin, Ireland. Michael shares his journey through various senior positions in politics and business, detailing how these experiences shaped his entrepreneurial focus and led to the founding of Insight Consultants. As David and Michael continue, they explore Ireland's tax benefits and asset protection opportunities. They specifically discuss the advantages of Ireland's pro-business environment, including its status as having the world's lowest corporate tax rate and being the fastest-growing economy in the EU driven by trade. These factors contribute to Ireland being known as the "Silicon Valley of Europe." The conversation also addresses concerns about stability and security amid uncertainties in the U.S. Many are seeking a "flight to safety," considering moving assets offshore to find a stable and secure atmosphere outside the U.S., and Ireland emerges as a top choice for those seeking a safe haven. As the conversation wraps up, listeners will see a hybrid solution emerge combining Ireland's benefits with the tax, privacy, and asset protection advantages of the U.S., particularly in a jurisdiction such as South Dakota, creating a powerful planning solution and offering a new strategy for advisors to discuss with their clients.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with previous guest, Geralda Kral – Managing Director and Group Partner at UMA Wealth (Switzerland) AG, a private client and family wealth consultancy group. Joining them is a new guest to our podcast, Michael Donev – Private Banking Advisor at BFI Infinity Inc., an independent Swiss investment advisory firm. Together, they offer an inside look at UMA and BFI and the comprehensive wealth planning and internationally diversified investment portfolio services they offer to ultra-high-net-worth families. The conversation takes a deep dive into asset protection and privacy, addressing common misconceptions heightened by recent events like the Pandora Papers and regulatory developments such as Common Reporting Standard (CRS) and the Corporate Transparency Act (CTA). As the discussion unfolds, listeners gain insights into how Bridgeford, UMA, and BFI collaborate to provide a multi-jurisdictional solution tailored to each client's unique needs as they look to diversify their wealth planning with a combination of international and U.S. trust structures, as well as attain the truest form of asset protection. Geralda and Michael conclude by offering practical suggestions for families seeking stability and safety through diversification, highlighting the role of Switzerland and the expertise of our combined firms in navigating this process effectively.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – announces the launch of Bridgeford Global, the newest addition to the Bridgeford family of companies. Operating as the worldwide planning entity within our family of companies, Bridgeford Global is poised to meet the evolving needs of international families and their advisors with innovative solutions and unmatched expertise. David also introduces Mariano Marco, Global Managing Director of Bridgeford Global, who will spearhead planning and business development initiatives in the international space, particularly Latin America, promoting Bridgeford Trust Company's expansive fiduciary planning and structuring capabilities. Listen in as David and Mariano discuss how Bridgeford Trust Company and Bridgeford Global are perfectly positioned to serve families globally as an international fiduciary provider that is big enough to matter, but small enough to care.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Stefan Szwarc – Partner at the South Dakota law firm of Halbach | Szwarc Law Firm. Stefan's unique journey from financial advisor to attorney lends him a comprehensive perspective on crafting effective plans for clients. The episode delves into the establishment of Stefan's new law firm, set to mark its first anniversary, highlighting its focus on and commitment to working with international families, as well as its great reputation and early successes fueled by a diverse team of attorneys offering tailored support and innovative legal solutions, including a new solution for clients regarding the ever-evolving Corporate Transparency Act. During their conversation, you'll hear David and Stefan discuss the influx of international families seeking U.S. trust solutions, particularly South Dakota due to its robust regulatory framework and emphasis on protecting legitimate family-held wealth in a way that makes sense for the family through innovative tax planning and asset protection. Before they wrap up, you'll also be the first to hear about STEP South Dakota, its formation with support from many including Bridgeford Trust Company and Halbach | Szwarc Law Firm, and its pivotal role in fostering collaboration and expertise within the trust industry, both domestically and internationally.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Mike Montali – CEO of Harbor Compliance. Listeners will discover the fascinating journey of Harbor Compliance, from inception to their exponential growth in becoming a leading provider of compliance solutions for businesses and nonprofit organizations. Their purpose-built software platform and managed services are designed to streamline the complex landscape of multistate government licensing compliance, allowing businesses and organizations to effortlessly put compliance on autopilot, ensuring seamless operations and peace of mind. As they continue their conversation, David and Mike take a focused turn towards the Corporate Transparency Act (CTA) and its implications. We learn how Harbor Compliance's cutting-edge technology securely handles the requirements of the CTA, from information collection to storage and filing, providing a “single source of truth” for those who are affected by the new reporting requirements with absolute minimal disruption to their business.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Steven Zeiger – Managing Director of KB Financial. Steven utilizes the only patented prudent processes for life insurance selection and retention and joins David for an intriguing discussion on the legal guidance on life insurance illustrations from FINRA, the UPIA, adjudicated lawsuits, NYS DFS, the CFP Board and the NAIC. Steven is well known in this area of study and has been asked to educate members of STEP, NAEPC, PLI, NYC EPC, the ABA, the CFA Society, FI 360/Broadridge, and dozens of other groups on the application of prudent investor guidelines to life insurance product selection and portfolio management. Life insurance illustration comparisons are confusing and misleading according to industry regulators, but independent research can provide the clarity that fiduciaries crave in terms of easing their frustrations related to life insurance: conflict of interest and lack of transparency. Independent research offers the “full story” that is not available with typical life insurance illustration analysis, and research helps advisors understand which policy will lead to a better outcome for their clients. This episode expands on Steven's life insurance guidance and research as well as Monte Carlo simulations for life insurance.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Craig Redler – Attorney and Asset Protection Specialist. Craig has over twenty years of estate planning experience and has held positions all over the world including stints with Amicorp in its offices in Auckland, New Zealand and Miami, Florida, as well as Southpac Trust International, Inc. in its offices in the Cook Islands and Tauranga, New Zealand. Craig is the only attorney in the U.S. who has lived in the Cook Islands to work in the fiduciary industry there. These experiences honed his expertise in asset protection, and he now provides asset protection planning services to clients across the country and around the world. During their conversation, we learn more about Craig's experiences serving as trustee for domestic and offshore trusts and designing and managing structures on behalf of high-net-worth families worldwide. They go on to discuss why Craig went back into the private practice of law and our shared belief that advisors have a fiduciary duty to research and select the the most sophisticated and powerful asset protection tools for settlors and beneficiaries of trusts.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with returning guest, William Lipkind – Attorney, Partner, and Chair of Wilson Elser's Tax Planning & Controversies Practice. Bill concentrates his practice in the areas of wealth preservation, asset protection, and state and federal income taxation and joins David for an intriguing discussion on incomplete non-grantor (ING) trusts and California's move to abolish them. Recently, legislation enacted in California aimed at taxing ING trusts, requiring the income of an ING trust to be reported in a qualified taxpayer's gross income. Therefore, if you have a non-grantor trust as defined by the Internal Revenue Code, California will treat it as a grantor trust. David and Bill discuss in further detail the legislation and how to interpret it, as well as how clients with existing INGs in California could move forward and retool their trust. As you listen, you'll understand that “all is not lost” for California residents, as there are still powerful tax planning tools and strategies available in top-tier jurisdictions, such as South Dakota, with or without the use of ING.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Reuben Tylor – Founder & Director of Trustees & Fiduciaries (Cook Islands) Ltd – who has been providing legal services to the offshore industry since 1987 and is a true thought leader in asset protection. The conversation begins with a discussion on Reuben's work and the development of various financial and legislative products – the most important of which was his development of asset protection legislation targeting the U.S. market in the late 1980's. As the conversation continues, they discuss the Trust Protector concept in the context of Cook Islands law and how Trustees & Fiduciaries (Cook Islands) Ltd can serve in that role when it is beneficial to the client. David and Reuben conclude the interview with a detailed discussion on the formation and importance of the Relationship Property Trust (RPT): a solution to a problem Reuben had been experiencing firsthand. When a family with substantial wealth over several generations would go through a divorce, family courts were determining that assets could not be set aside from relationship property matters and were instead brought back into the matrimonial property dispute. In an effort to ensure years of wealth planning for families was not dismantled, Reuben developed the Relationship Property Act (RPA) which identified that the solution was to provide a statutory rebuttal of the need to divide and distribute the assets and Cook Islands passed the new legislation creating the RPT to keep the assets of high net-worth families intact in the event of a separation.

In this episode, David Warren – Co-Founder/Chairman of Bridgeford Trust Company – sits down with guests from Callan Family Office, including Jack Ginter, CEO/Partner; Doug Getty, Investment Management/Partner; and Betty Pettine, Director of Philanthropic Consulting. Callan Family Office delivers independent and objective counsel to families, foundations, and institutions, and during their conversation, we learn more about the Callan Family Office Difference, fueled by innovation, research, technology, and education. Jack specifically talks about the vision of the firm and how they are embracing the opportunity to fundamentally “disrupt” the industry today. As the conversation continues, we hear from Doug on Callan Family Office's investment management focus with access to sophisticated strategies and technology, customizing portfolios designed to help clients reach their goals. We also learn from Betty why philanthropy is important to Callan Family Office clients and how vital it is to have an advisor that shares values, offers resources, and provides expertise in this rising interest of wealth management.

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, Tina Lovejoy – Founder & Facilitator at Frameworks Facilitation – who draws from her background in opera, writing, and consulting to facilitate sessions for families and train advisory teams in family dynamic issues impacting estate and succession planning issues through a language-centric lens. With a track record of facilitating sessions and workshops for over 1,500 high net worth clients and their families, Tina explains Frameworks Facilitation's dedication to help families confidently navigate the relational complexity inherent in wealth transfer. As the episode continues, Tina shares more about the process of these sessions, choosing the right words and clarifying the meaning of those words to have productive wealth transfer and financial planning conversations with families as well as partnering with advisors, advisory firms, and trust companies to grow the skills involved in the softer side of wealth transfer.

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, Judge Patrick Riley, who's impressive career began as a young lawyer in the DA's office, then started his own law firm where he became a prolific civil and criminal litigator doing both plaintiff and defense work followed by his appointment as judge and finally his focus on trustee services. During their conversation, Judge Riley speaks about some of the big cases he's handled and how being a plaintiff's lawyer and recovering sizable amounts of money for people who didn't know how to handle large sums of money introduced him to the concept of a financial fiduciary which is really what transitioned him into the trusts and estates world, working as an independent trustee. As the conversation continues, Judge Riley discusses his judicial time and after his retirement, his subsequent focus on trustee services for families and the corporate world fueled by his tremendous fiduciary training and background. Recognizing the many differences in family needs and structures, as well as the different approaches of processing the trusts, Judge Riley became a resource for someone who is in need of a fiduciary position – not just as a co-trustee, but special trustee, trust protector, distribution advisor – allowing the families that he works with to have pure independence in the choice.

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, Geralda Kral – Managing Director & Group Partner at UMA Wealth (Switzerland) AG. With over 19 years working with high-net-worth families, assisting with succession planning, asset protection, and corporate structuring, Geralda talks about her transition from a big international trust company to UMA Wealth, which she co-founded. As Geralda explains, this transition to a boutique and more nimble service paradigm was timely in light of the fallout resulting from the Pandora Papers and the introduction of CRS. They go on to discuss how the industry continues to battle the negative connotation around wealthy families who are following legal means of privacy, asset protection, and tax planning. As they continue their conversation, David and Geralda discuss the various reporting regimes, including the Corporate Transparency Act, that are designed to protect the industry as well as the shift and interest in the United States as a tax, privacy, and asset protection haven and how this evolved from a European perspective.

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with returning guest, Jonathan Gopman – Partner at Nelson Mullins – and a new guest, Mark Sims – President of Madison Insurance Group. The focus of the conversation is Madison Insurance Group's pioneering risk management strategy, Private Insurance. Mark talks about how this strategy enables businesses and organizations to direct procure insurance coverage for selected risks, transfer high exposure to third parties, and designate an investor to participate in an innovative profit-sharing program. As a result, investors build tax efficient assets to help protect their business and assure their future. Jonathan then goes into a sample profile of who could benefit the most from this product as well as the planning opportunities that are not easily seen on the estate planning side to use trusts and different types of financial products with Private Insurance.

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, David James – Advisor/Managing Director at Coastal Bridge Advisors, a wealth management firm built to help uncomplicate clients' financial lives. During their conversation, David James discusses how challenging 2022 was for most traditional stock and bond markets due to factors such as rising inflation, rising interest rates, and a strong dollar. As an experienced advisor familiar with the many different types of investments, David James and his team worked with clients to run an extensive diligence process and offer strategies for recommendation, including alternative investments. As 2022 continued, alternative investments were on full display, improving portfolio diversification and providing attractive benefits when combined with a traditional portfolio of stocks and bonds. As their conversation continues, it's clear how this “big idea” thinking around portfolio diversification using alternative investments, in conjunction with modern trust law and tax efficiencies found in no income tax states like South Dakota, can result in a proverbial “home run” for families.

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, James “Jimmy” Adams – Chief Investment Officer at Lighthouse Wealth Management and author of "Waffle Street: The Confession and Rehabilitation of a Financier." After the market collapse in the Global Financial Crisis, Jimmy decided to go “back to basics” and wait tables at a Waffle House in 2009, immersing himself in economic history during his off hours. The resulting memoir, "Waffle Street," was published the following year and later adapted into a feature film that received numerous awards, including Best Feature at the 2015 Hollywood Film Festival, and became a hit on Netflix. Join us for a fascinating discussion that delves into the history and impetus for the market collapse of 2008, and Jimmy's thoughts around his and other financial professionals' roles working in the industry at the time. The conversation turns to why Jimmy wrote "Waffle Street," lessons learned from the near total collapse of the U.S. financial market, and how these experiences have shaped his evolution as a financial professional and perception of the U.S. and global financial services industry.

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, Kimberly Nelson – Advisor at Coastal Bridge Advisors – to discuss the special place that Coastal Bridge has in the wealth management industry and how they utilize the boutique nature of their firm to offer an uncomplicated advisory approach for clients. David and Kim go on to talk about her specialty in navigating divorce and subsequent financial planning to best support her clients, with a focus on women who are navigating an overwhelming amount of advisors during the dissolution process. Kim explains prenups and trusts and the importance of having them coexist for the maximum benefit of a variety of circumstances, including “financial infidelity” which she highlights during our conversation.

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guests from Copper Beech Financial Group, including John Parise, Managing Partner, and Michael Parise, Supervisory Principal. During their conversation, we learn more about Copper Beech's mission to help families protect, preserve, and grow their wealth. Copper Beech acts as a family CFO and provides family office services that focus on tax efficiency, asset protection, and family governance and our conversation dives into these services and how the shift of paradigm in which Bridgeford and Copper Beech similarly operate in represents the future of wealth management. We also encourage you to check out Copper Beech's podcast, “The Truth About Wealth” at https://thetruthaboutwealth.blubrry.net/ as John and Michael guide listeners through eye-opening questions to help discover the truth about their wealth.

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, Tate Johnson – President & Chief Operating Officer at Brook-Hollow – to discuss the evolution of Brook-Hollow and their creative and industry leading tax planning and deferral programs for mass tort and plaintiff's attorneys who receive large contingent legal fee payments. As they discuss this unique planning solution, David and Tate explore Bridgeford's partnership with Brook-Hollow and how the work we do together allows for powerful South Dakota modern trust law concepts, such as asset protection, foreign grantor trusts, directed trusts, and privacy, to be integrated into the planning process, resulting in an even more compelling and sophisticated solution for these attorneys.

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – is back with guest, Joseph Kellogg – Partner/Head of Wealth Planning at WE Family Offices – for part 2 of their discussion on international wealth planning, including more technical issues around information disclosure under CRS, FATCA, and the Corporate Transparency Act. In addition, David and Joe discuss data leaks and how to keep information safe, including Know Your Customer procedures. They conclude with the question of jurisdiction selection and the often-evolving definition of what a family office is.

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, Joseph Kellogg – Partner/Head of Wealth Planning at WE Family Offices – to discuss his take on the evolution of the fiduciary industry and how the U.S. became a jurisdiction of choice. They go on to talk about mandatory information disclosure requirements, including the distinctions between CRS, FATCA, and the Corporate Transparency Act, and the impact of these for those in the international space.

Understanding the impact and vital importance of true and accurate information regarding the recent release of the Pandora Papers, Bridgeford Trust Company – in an effort to tell the rest of the story and clarify the facts – organized and produced this very timely and informational podcast with Terry Prendergast, one of South Dakota's leading and most prolific trusts and estates and trust company attorneys with Davenport Evans. In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with Terry for a discussion that cuts through the untruths and hyperbole disseminated by both the Pandora Papers publication and media coverage regarding the South Dakota trust industry.

In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Jeana Goosmann – Attorney, CEO, Founder and Managing Partner of Goosmann Law Firm – for a discussion on Jeana's role as “The CEO's Attorney.” Jeana's legal business and litigation experience guide CEOs through their most important legal matters, helping them make the wisest business decisions the law can offer, making her legal advice sought after by the most successful CEOs. David and Jeana go on to discuss their common passion for South Dakota law, the power and stability of that state's unique trust laws, and the importance of international expertise in South Dakota. As they conclude, it's easy to hear their shared entrepreneurial spirit as they offer thoughts on the desire to help South Dakota stay on top of issues that are at the forefront of the industry, and in turn, assisting clients across the country and around the world as the industry navigates new matters that didn't exist years ago. Adding to Jeana's accomplishments, she is also an author and frequent speaker. Be sure to check out her book, "Worth It: Business Leaders: Ready. Execute. Deliver." and visit her website (https://goosmannlaw.com/attorneys/jeana-l-goosmann/) to learn more about Goosmann Law Firm and to listen to her podcast, Law Talk with the Flock.

In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford - announces the creation and launch of Bridgeford International, a sister company operating globally to promote the power of U.S. modern trust law and sophisticated planning solutions for international families. David also introduces Helmer Arizmendy who has joined the Bridgeford Team to lead Bridgeford International as President focusing on Bridgeford's worldwide expansion, with a focus on Latin American(LATAM) countries. Listen in as David and Helmer discuss our expansion, Helmer's role, and the launch of Bridgeford International.

In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Dr. Thomas Dieters – President of Charitable Gift America (CGA) – for a detailed discussion on philanthropic planning, including the complexities and challenges people face, and how CGA's services and partnership with Bridgeford Trust Company has simplified this elite level of planning.

In this episode, David Warren - Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guests Nancy Golding - Global Chair of STEP – and Ceci Hassan - Chair of STEP Miami. During this discussion, we learn more about STEP and STEP Miami and their great success in inspiring confidence in families planning for their futures. David, Nancy, and Ceci go on to discuss global hot topics and the future vision for STEP, both globally and in the U.S.

In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Ann Zuraw – President of Zuraw Financial Advisors – for a discussion on her background and how it has shaped her firm’s investment strategy, values and commitment to serving and empowering women to take active roles in their own financial future. David and Ann also discuss modern trust laws and the unique advantages that South Dakota trusts present in terms of security and privacy as well as taxation and overall flexibility.

In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Martín Litwak – Founder and CEO of Untitled. Martín is a lawyer, entrepreneur, author, speaker and experienced subject matter expert and this episode explores his work with international families and wealth structuring, wealth preservation, and fund structuring. Martín is also CEO of Smart Structuring, a blockchain interface that allows trustees to save and manage trusts in a secure, perpetual and transparent way and this episode discusses this intriguing solution to privacy concerns in the trust industry.

In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Christian Graham – Director of Relationship Management at GlobeTax – for a discussion on foreign tax recovery and the specialized services GlobeTax provides to enable all financial industry participants to benefit from the recovery of over-withheld taxes.

In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Jamie Vrijhof-Droese – Managing Partner at WHVP – for a discussion on WHVP’s origins, focus, and services as well as their work with U.S. citizens. David and Jamie go on to discuss the COVID crisis and its impact on their investment approach.

In this episode, David Warren - Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford - sits down with guests from Cresset Capital Management, Avy Stein - Founder and Co-Chairman - and Sarah Simon - Director, Wealth Strategist and 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.

In this episode, David Warren - Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford - sits down with guest, William Blum - Partner and International Tax and Business Lawyer at Solomon Blum Heymann - for a discussion on his experience and expertise on the Virgin Islands as a tax haven and its asset protection capabilities, as well as the impact of CRS and FACTA. William also speaks on the influx of international families coming to America and how it has impacted his practice.

In this episode, David Warren - Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford - sits down with guest, Gideon Rothschild - Partner and Co-Chair of Moses & Singer’s Trusts and Estates and Asset Protection practices - for an intriguing discussion on asset protection, including the debate among practitioners, domestic vs offshore asset protection, as well as the factors, issues and planning strategies available to international families in the United States.

In this episode, David Warren - Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford - sits down with guest Marty Jackley - current Partner at Gunderson, Palmer, Nelson, and Ashmore, who has also served as South Dakota’s Attorney General, United States Attorney for South Dakota, and Chairman of the Nation’s Attorneys General. David and Marty’s discussion includes background on his work as a prosecutor, Marty’s campaign for Governor of South Dakota, as well as his Supreme Court Practice with Wayfair and work on the Kaestner case.

In this episode, David Warren - Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford - sits down with guest Dr. Daniel Kim - Founder and President of Sweetwater Digital Asset Consulting, LLC - for an intriguing discussion on cryptocurrency, including the history of this asset class and how to identify a quality cryptocurrency project. This episode also includes Dr. Kim’s take on the research and advisory services available that provide investors guidance in considering cryptocurrency exposure for their portfolios.

In this episode, David Warren - Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford - sits down with guest Jonathan Gopman - Partner and Chair of Akerman's Trusts and Estates Practice - for part 2 of our discussion focused on the international trust space including asset protection, cryptocurrency, privacy concerns, and more.

In this episode, we sit down with guest Jonathan Gopman, Partner and Chair of Akerman's Trusts and Estates Practice, for a discussion on the Kaestner case, Community Property Trusts, and Directed Trusts.

In this episode, we sit down with guest William Lipkind, Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies practice, for Part 2 of a discussion on Incomplete Non-Grantor Trusts along with the Kaestner case and the concept around undistributed trust income.

In this episode, we sit down with guest William Lipkind, Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies practice for a discussion on Incomplete Non-Grantor Trusts and Community Property Trusts. We also take a look at the favorable Private Letter Rulings that Mr. Lipkind has obtained from the IRS on these and other tax planning strategies.

In this episode, Bridgeford Trust Company sits down with guest Terry Prendergast - South Dakota trusts and estates and trust company attorney - for Part 2 of a discussion on what drives South Dakota’s position as a top tier jurisdiction. We continue our discussion on modern trust law and how it has revolutionized the trust industry, including a focus on privacy and asset protection as well as aspects of South Dakota law that are unique to South Dakota.

In this episode, Bridgeford Trust Company sits down with guest Terry Prendergast, South Dakota trusts and estates and trust company attorney to discuss what drives South Dakota’s position as a top tier jurisdiction. We will look at aspects of modern trust law and how they’ve revolutionized the trust industry, including a focus on decanting and how we modernize trusts.