Episode 52 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast! In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Moe Soleiman – Private Client Advisor at Henley & Partners – the global leader in residence and citizenship planning for internationally mobile entrepreneurs and families. […]
Bridgeford has been exploring the theme of protecting families of wealth from themselves, a concept central to effective multigenerational planning. Inspired by HBO’s series Succession, this ongoing discussion looks at the real-world parallels between the fictional Roy family’s struggles and the complex dynamics that arise within affluent families navigating succession, control, and legacy. We invite […]
Domestic Asset Protection Trusts (DAPTs) are a powerful planning tool for families seeking to preserve wealth from lawsuits, creditors, and other unforeseen risks. Available only in a handful of jurisdictions, including South Dakota, DAPTs allow settlors – the person establishing the trust – to retain some control over the trust assets and enjoy a discretionary […]
Bridgeford Trust Company is pleased to announce an upcoming complimentary webinar in partnership with myLawCLE and the Federal Bar Association, titled “Trusts and Taxes: Hidden Liabilities Every Attorney Should Anticipate.” Join us on Tuesday, November 18, 2025, from 1:00–3:10 pm (ET) for an in-depth discussion exploring the federal, state, and international tax implications of trust […]
Bridgeford Trust Company is proud to once again sponsor the Hawaii Tax Institute’s Annual Conference, taking place November 2-6, 2025, at the Sheraton Waikiki Resort in Honolulu. Presented by the Hawaii Tax Institute Foundation and Chaminade University of Honolulu, this conference is among the nation’s leading gatherings for professionals in tax, wealth transfer, and estate […]