Trusts & Estates and recently presented a series of live CE and CLE virtual forums on March 1-2, 2022. These forums provided expert perspectives on what’s new – and what’s coming next – in wealth planning.

During one of the March 1st presentations, Bridgeford Trust Company sponsored, moderated, and presented a timely session entitled “Primer on Working with Ultra-High-Net-Worth Family and Family Offices.” If you missed this session which addressed the issues involved in working with ultra-high-net-worth (UHNW) clients and family offices, you can watch the full presentation below or on Bridgeford’s YouTube channel.

Topics included: the definition of family office and the different types of family offices; how UHNW families and their single-family offices (SFOs) use private trust companies; regulatory concerns for SFOs, investments; the IRS Wealth Squad; and changes made and lessons learned from the pandemic. Speakers included: David Warren, Co-Founder and Chairman of Bridgeford Trust Company; Kim Kamin, Principal & Chief Wealth Strategist at Gresham Partners LLC; Hugh Magill, Vice Chairman, Retired at Northern Trust; and Domingo Such III, Partner at Perkins Coie.

For more information on any of the topics discussed during this presentation, feel free to contact us via our contact page or by calling (605) 224-9189.