Podcast

Episode 59 – Investments and Independence

Guest: Jason Levey, Chief Executive Officer of Canterbury Consulting

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Jason Levey – Chief Executive Officer of Canterbury Consulting – to discuss the evolving landscape of investment consulting, family wealth planning, and independent advice.

Jason shares how Canterbury has remained independent since its founding in 1988, reflecting many of the same principles that have guided Bridgeford’s growth. The discussion explores why a conflict-free advisory model continues to matter as the financial services industry becomes increasingly consolidated.

The conversation addresses the challenges facing today’s ultra-high-net-worth families, including multi-generational wealth transfer, governance, philanthropy, and the often-overlooked “3%” of wealth planning that extends beyond investment performance. David and Jason also discuss artificial intelligence, cryptocurrency, geopolitical uncertainty, and the importance of helping families navigate change while maintaining a long-term perspective.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Click here to explore more episodes. You can listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud, or watch new episodes on our YouTube channel. Subscribe to our blog to receive notifications when new episodes are added.

June 23, 2026/by Bridgeford Trust Company

Episode 58 – The Evolution of Asset Protection Planning

Guest: Josh Bennett, Esq., Attorney & Asset Protection Expert

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – is joined by Josh Bennett, Esq. – Attorney & Asset Protection Expert – for a deep dive into the evolving world of asset protection planning.

Drawing on decades of experience representing clients across the United States and internationally, Josh shares insights on domestic and offshore asset protection strategies, creditor protection planning, privacy considerations, and the growing role of Directed Trusts. The conversation also explores how top-tier jurisdictions such as South Dakota have expanded planning opportunities by offering greater flexibility, protection, and long-term planning advantages through tools such as Trust Protectors and Investment Advisors.

Throughout the episode, Josh also reflects on themes in his book, The Ultimate Guide to Asset Preservation, emphasizing that effective asset protection planning is not about secrecy or avoiding obligations, but rather implementing responsible, well-structured planning designed to protect families and preserve wealth for future generations.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Click here to explore more episodes. You can listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud, or watch new episodes on our YouTube channel. Subscribe to our blog to receive notifications when new episodes are added.

May 13, 2026/by Bridgeford Trust Company

Episode 57 – A Modern Approach to Trust and Estate Planning

Guests: Deirdre Wheatley-Liss, Maria Galante, and Daniel Makoski of Porzio, Bromberg & Newman, P.C.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Deirdre Wheatley-Liss, Maria Galante, and Daniel Makoski of Porzio, Bromberg & Newman, P.C., a full-service law firm with a growing footprint across the East Coast, Florida, and Puerto Rico. Together, they discuss the evolving role of trust and estate planning in a rapidly changing world and what it means to deliver practical, client-centered legal guidance today.

The conversation explores key issues facing families and business owners, including asset protection, privacy, closely held business succession, international planning, and the increasing complexity surrounding immigration and cross-border matters. They also highlight Porzio’s continued growth, including its expanding immigration capabilities, unique Puerto Rico presence, and broader approach to problem-solving across legal, compliance, government affairs, and business advisory services.

Throughout the episode, David and the Porzio team emphasize the importance of collaboration, education, and leading with solutions as clients navigate uncertainty, evolving laws, and increasingly complex planning considerations.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Click here to explore more episodes. You can listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud, or watch new episodes on our YouTube channel. Subscribe to our blog to receive notifications when new episodes are added.

April 30, 2026/by Bridgeford Trust Company

Episode 56 – From Luxury Assets to Global Services

Guest: Andy Morgan, CEO of Affinity

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Andy Morgan – CEO of Affinity, a global corporate services provider supporting private wealth and asset structuring – for a conversation on global expansion, entrepreneurship, and identifying opportunity across emerging sectors.

Andy shares how Affinity has evolved from its roots in luxury asset structuring, including yachts and aircraft, into a multifaceted global services firm supporting high-net-worth individuals, family offices, and businesses across industries including e-gaming, sports, and private wealth. The discussion highlights how niche expertise, jurisdictional strategy, and a disciplined approach to growth have driven that evolution.

David and Andy also explore the importance of jurisdiction selection across industries, from trust planning to gaming regulation, and why it has a lasting impact. They draw clear parallels between their firms’ philosophies – particularly around independence, collaboration, and delivering meaningful solutions – while also discussing Affinity’s global footprint across the Isle of Man, Malta, Miami, Cyprus, and beyond, along with the strategy behind expanding into key markets in an increasingly global and evolving landscape.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Click here to explore more episodes. You can listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud, or watch new episodes on our YouTube channel. Subscribe to our blog to receive notifications when new episodes are added.

March 24, 2026/by Bridgeford Trust Company

Episode 55 – Leadership, Community, and Reinvention

Guest: Steve Rosansky, President and CEO of the Newport Beach Chamber of Commerce

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Steve Rosansky – President and CEO of the Newport Beach Chamber of Commerce – for a thoughtful conversation on leadership, community commitment, and what it takes to build (and rebuild) a thriving business organization.

Steve shares his personal path from real estate law and entrepreneurship to public service, serving nine years on the Newport Beach City Council, including a year as mayor, and how that experience shaped his approach to relationship-building, advocacy, and long-term community investment—values that closely align with Bridgeford’s own commitment to independence and community engagement as we continue to grow our presence in California.

The conversation then turns to one of the most compelling chapters of Steve’s career: stepping into Chamber leadership at a moment of real financial distress and helping guide a full turnaround while simultaneously reinventing programming and events to keep members engaged and ensure the Chamber remains relevant in a changing business landscape.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Click here to explore more episodes. You can listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud, or watch new episodes on our YouTube channel. Subscribe to our blog to receive notifications when new episodes are added.

March 3, 2026/by Bridgeford Trust Company

Delivering

Direction and Control

Episode 59 – Investments and Independence

Delivering Direction and Control Podcast

Episode 58 – The Evolution of Asset Protection Planning

Delivering Direction and Control Podcast

Episode 57 – A Modern Approach to Trust and Estate Planning

Delivering Direction and Control Podcast

Episode 56 – From Luxury Assets to Global Services

Delivering Direction and Control Podcast

Episode 55 – Leadership, Community, and Reinvention

Delivering Direction and Control Podcast

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