Home – Bridgeford Global

Delivering

Direction and Control

Bridgeford Global operates as the worldwide planning entity within the Bridgeford family of companies, promoting the power of U.S. modern trust law and South Dakota-based fiduciary solutions through Bridgeford Trust Company, as well as providing offshore fiduciary services and sophisticated insurance solutions.

Who We Are What We Do

“The choice of a state in which to establish a trust is as critical as the decision to create one.”

A New Wealth Management Service Paradigm: Delivering Direction and Control

With an independent, full-service trust company with South Dakota trust powers and Florida licensed insurance company, Bridgeford’s family of companies provides fiduciary services and insurance planning solutions to domestic and international families.

Through deliberately selecting South Dakota over other top-tier U.S. trust jurisdictions for its trust charter, Bridgeford leverages that state’s industry leading modern trust laws and represents a new and emerging wealth management service paradigm built around delivering direction and control to settlors of trusts, beneficiaries, and their advisors.

SPEED at which we efficiently operate and interact

EXPERT in South Dakota law surrounded by advisors providing greater attention to detail

CREATIVE minds that think outside the box and provide new perspectives

Our Services

Asset Protection Trusts

Asset Protection Trusts
A powerful protection tool that lets our clients shield assets from third party liability and lawsuits, while retaining control over trust assets.

Decanting

Decanting
Decanting distributes assets from an irrevocable trust to a new trust with different, and presumably more desirable and flexible terms.

Foreign Grantor Trust

Foreign Grantor Trust
A Foreign Grantor Trust may be established as a “foreign” trust for U.S. tax purposes and, therefore, treated the same as an offshore trust, while availing itself of powerful U.S. trust laws.

Privacy Trust Laws

Privacy Trust Laws
Privacy trust laws have always been of paramount concern to wealthy families and is one of the primary reasons why billions have been and are being moved into South Dakota.

Private Placement Life Insurance

Private Placement Life Insurance
PPLI is a powerful wealth planning tool used by family offices and high-net worth individuals to invest in a tax efficient manner and transfer wealth to future generations more effectively.

Tax Planning

Tax Planning
South Dakota’s no state income tax status allows for specific planning areas that could result in substantial tax savings, extending over multiple generations.

South Dakota Advantage

Bridgeford’s family of companies delivers far more control to clients and their advisors than ever before
because of South Dakota’s progressive and modern trust laws.

Asset Protection Trusts

Community Property Trusts

Decanting

Directed Trusts

Fiscal Soundness

Privacy Trust Laws

Purpose Trust

Special Purpose Entity

Trust Protector

Tax Planning

View this chart comparison of the leading U.S. trust jurisdictions, with a particular emphasis on areas that clearly distinguish South Dakota as the best U.S. trust jurisdiction in the overall analysis.

Our Blog

News

Exploring Well-Settled Trusts in Unsettled Times: Bridgeford on Evergreen Exits Podcast

Bridgeford Trust Company was recently featured on Evergreen Exits podcast, Exits Aren’t Endings, You’re Just Getting Started. Evergreen Exits is dedicated to supporting entrepreneurs through every stage of their business exit journey, embracing…

News

Stability in Unsettled Times: Leveraging SLATs in South Dakota

In the face of global geopolitical instability, political uncertainty in the U.S., and potential changes in the tax code, a key question arises: How should you approach planning, and how can well-settled trusts provide security in unsettled…

News

Podcast Episode 43 – Data Leaks to Cybersecurity: Protecting Privacy with David Hammarberg

Episode 43 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with David Hammarberg – Partner…

News

The Purpose of a Purpose Trust – Bridgeford featured on “The Truth About Wealth” Podcast

David Warren, Co-Founder and Chairman of Bridgeford Trust Company, was recently featured on The Truth About Wealth podcast hosted by Copper Beech Financial Group – a financial planning firm who acts as a family CFO, providing family office…

News

Podcast Episode 42 – Mexican Clients and Wealth Protection: Insights from Procopio

Episode 42 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – interviews Enrique Hernandez-Pulido…

News

The Power of Spousal Lifetime Access Trusts (SLATs)

The Spousal Lifetime Access Trust (SLAT) offers a unique planning opportunity for married couples to pass wealth to future generations while potentially reducing their taxable estate. This powerful planning tool is particularly advantageous…

News

Podcast Episode 41 – Navigating Stability: Ireland’s Economic Edge for Offshore Assets with Michael Parker

Episode 41 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Michael Parker – Managing…

News

Bridgeford to Sponsor and Speak at STEP LA’s International Tax & Estate Planning Forum

Bridgeford Trust Company is thrilled to once again be the headline sponsor and a featured speaker at STEP LA’s 16th Annual International Tax & Estate Planning Forum. This event will take place on June 13-14, 2024, at the Terranea Resort…

trust-situs-international-families-podcast

News

Podcast Episode 40 – Asset Protection and Multi-Jurisdictional Diversification with Geralda Kral and Michael Donev

Episode 40 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with previous guest, Geralda…

News

Charitable Trust Planning and the South Dakota Advantage

In the realm of trust planning and charitable giving, a South Dakota Charitable Remainder Trust (CRT) emerges as a powerful tool for high and ultra-high-net-worth individuals and families seeking both philanthropic impact and tax efficiency.…

News

Bridgeford to Sponsor and Speak at Upcoming Events

Bridgeford is looking forward to being at various events all over the country in April and May! In addition to being a sponsor or speaker at these can’t miss events, we’d love to meet with our friends and colleagues in all of these areas! Read…

News

Introducing Bridgeford Global and Mariano Marco: Solidifying Bridgeford’s Presence Internationally

In today’s rapidly evolving and dynamic cross-border planning landscape, the U.S. has emerged as both a privacy and tax “haven” for international families, creating increased demand for U.S. trust solutions specifically in top-tier jurisdictions…

Delivering Direction and Control

“The choice of a state in which to establish a trust is as critical as the decision to create one.”

A New Wealth Management Service Paradigm: Delivering Direction and Control

Our Services

South Dakota Advantage

Featured Videos

Independent v. Institutionalized Trust Companies

Asset Protection and Privacy in an Era of Emerging Reporting Regimes

Host Services for Trust Companies

Modern U.S. Trust Law: Asset Protection and Privacy in a Transparent World

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

Selecting the Proper U.S. Trust Jurisdiction: Is There a Fiduciary Duty?

Our Blog

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Delivering

Direction and Control