Copper Beech Financial Group, a financial planning firm based in New Jersey, recently interviewed David A. Warren, Co-Founder and Chairman of Bridgeford Trust Company on their podcast, The Truth About Wealth. Copper Beech acts as a family CFO to their clients and provides family office services that focus on tax efficiency, asset protection, and family governance. This podcast, hosted by John Parise, Managing Partner and Michael Parise, Supervisory Principal, guides listeners through eye-opening questions to help them discover the truth about their wealth.

During the episode, John and Michael talk with David about the challenges of picking the right trustee and/or trust company, and highlights the things you can do to make a better decision for your family. The discussion includes information on modern trust law, asset protection and its benefits, conflicts of interest in trust planning, and top-tier trust jurisdictions.

You can listen to the full episode by clicking here.

If you have any questions on how to choose the right trustee or any of the other topics discussed in this episode, don’t hesitate to contact us via our contact page or by calling (605) 224-9189.