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 Kral – Managing Director and Group Partner at UMA Wealth (Switzerland) AG, a private client and family wealth consultancy group. […]
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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. Essentially, a CRT will provide families with immediate income tax deduction, a lifetime stream of income, and a waiver of […]
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 on for more details about our activity, and don’t hesitate […]
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 such as South Dakota. Given this burgeoning opportunity, we are excited to announce the launch of Bridgeford Global, the newest addition […]
Episode 38 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 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 […]