On November 13, Bridgeford Trust Company proudly celebrated the launch of Bridgeford Philadelphia, our sister company’s newest office, located at 1601 Market Street. This exciting milestone featured a highly engaging panel discussion, “Well-Settled Trusts in Unsettled Times,” with industry leaders from Bridgeford Trust Company, Morgan Lewis, and McKonly & Asbury.
For those unable to attend, we invite you to watch a recording of this compelling discussion. The panel – featuring David Warren (Bridgeford Trust Company), Christina Mesires Fournaris and Daniel Cooper (Morgan Lewis), and Michael Bonventure (McKonly & Asbury) – explored timely topics such as geopolitical unrest, potential changes to U.S. tax law, and economic uncertainty. Key insights included:
- Leveraging innovative trust structures and strategies to optimize tax planning.
- Obtaining privacy and asset protection in a rapidly changing landscape.
- Selecting the best U.S. trust jurisdiction.
The launch of Bridgeford Philadelphia is a testament to our continued commitment to deliver innovative, conflict-free trust solutions nationwide and beyond. We are excited to expand our presence in the Northeast, delivering more personalized service to families and advisors across Pennsylvania and the surrounding regions.
If you have questions about any of the topics discussed in the presentation or want to learn more about Bridgeford’s expansion into Philadelphia, please reach out to us via our contact form or call us at (605) 224-9189.
