Bridgeford Trust Company is proud and excited to announce the launch of Bridgeford Philadelphia, a new office established by our sister company, Bridgeford Advisors (dba Bridgeford). To celebrate this exciting expansion, we invite you to join us for our launch event on November 13, featuring an engaging panel discussion and networking reception. See below for registration details.
Operating as a trust planning advisory firm, Bridgeford engages Bridgeford Trust Company, other sister companies, and strategic service partners to bring the power of U.S. modern trust law and South Dakota-based fiduciary solutions, including state and federal tax planning and asset protection, to families and their advisors.
This expansion represents another significant milestone in our mission to provide conflict-free and innovative trust and fiduciary services across the country and around the world. Located at 1601 Market Street in the heart of Philadelphia’s financial district, Bridgeford’s new office allows us to further enhance our presence in the Northeast, offering more personalized service to clients and their advisors in Pennsylvania and beyond.
Following the successful expansion of Bridgeford Miami in 2020 and Bridgeford California in 2023, we have rapidly extended our presence, meeting with distinguished professionals and forming invaluable connections along the way. The launch of Bridgeford Philadelphia continues this momentum, positioning us to meet the growing demand for sophisticated trust solutions and personalized service in yet another key market.
Watch this video from David Warren, Co-Founder and Chairman of Bridgeford Trust Company and President and CEO of Bridgeford Advisors, for more information on this exciting new chapter for Bridgeford.
Bridgeford Philadelphia: Launch Event
We invite you to join us for Bridgeford Philadelphia’s Launch Event on November 13! This event features an engaging panel discussion with industry leaders from Bridgeford, Morgan Lewis, and McKonly & Asbury who bring deep expertise in trust law, tax strategies, and wealth management.
- Date: Wednesday, November 13, 2024
- Location: The Union League of Philadelphia (140 South Broad Street, Philadelphia, PA 19102)
- Agenda: 4:30-5 PM: Guest Arrival & Networking; 5-6:30 PM: Panel Discussion: Well-Settled Trusts in Unsettled Times; 6:30–8 PM: Networking Reception
As we approach the uncertainty of the upcoming election and its potential impact on U.S. tax law, along with ongoing geopolitical unrest, our panel – featuring David Warren from Bridgeford Trust Company, Christina Mesires Fournaris and Daniel Cooper from Morgan Lewis, and Michael Bonventure from McKonly & Asbury – will explore how well-settled trusts provide stability and protection during these unsettled times. Key topics include innovative trust structures and strategies for optimizing tax planning, obtaining privacy in a transparent world, and asset protection – all achievable by simply selecting the proper trust jurisdiction.
To register for this complimentary event, click here.
For more information about Bridgeford’s exciting expansion into Philadelphia or our launch event, please contact us via our contact page or call (605) 224-9189.
