Bridgeford Trust Company is proud to once again be the title sponsor of STEP Orange County’s 13th Annual Institute on Tax, Estate Planning, and the World Economy, taking place on February 11-12, 2025, at the Balboa Bay Club in Newport Beach, California. This conference brings together experts and professionals from around the globe to dive […]
Episode 46 is available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! Don’t forget, you can now also watch new episodes on our YouTube channel, offering a dynamic way to experience the engaging discussions. In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – talks with Ralph Adamo – President & CEO of Integrity […]
In yet another turn of events regarding the Corporate Transparency Act (CTA), on January 23, 2025, the U.S. Supreme Court removed the stay and effectively eliminated the nationwide injunction on the CTA, allowing the government to reinstate enforcement of the CTA and its Beneficial Ownership Information (BOI) reporting requirements. As of January 24, 2025, FinCEN […]
The wealth planning industry recently has been under scrutiny, often negatively and unfairly portrayed for its work with high-net-worth families across the globe. This perception, amplified by massive data leaks such as the “Pandora Papers” and the “Panama Papers,” has prompted certain media outlets to cast legal and highly sophisticated planning work done for families […]
Because of our outstanding work serving families and trusted advisors in Miami, Latin America, and the Caribbean, Bridgeford Trust Company has been selected as a winner in the “Trust Company” category at the 2025 Miami Family Wealth Report Awards – a program that recognizes the most innovative and exceptional firms, teams, and individuals serving these […]