David A. Warren, Co-Founder and Chairman of Bridgeford Trust Company and President and CEO of Bridgeford Advisors (dba Bridgeford) — a sister company of Bridgeford Trust Company providing powerful trust planning to wealthy families across the United States and around the world — is extremely proud and enthusiastic to announce the launch of Bridgeford Miami! The Bridgeford Miami office is located at 1221 Brickell Avenue, Suite 900, Miami, Florida 33131 in the heart of Miami’s financial district, referred to as “Wall Street South” by Forbes Magazine.
Bridgeford’s expansion into South Florida is a natural progression given our company’s extensive work with advisors in the region and deep commitment to serving U.S. families, as well as Latin American and international families coming to the U.S. Since Bridgeford does not manage assets, and no trust administration will occur in Florida, Bridgeford is an integral partner for advisors and international families who have a desire to avail themselves of the power, sophistication, and flexibility of U.S. and in particular, South Dakota modern trust law — considered the best in the nation by many advisors and commentators around asset protection, privacy, and prudent tax planning.
Many international trust companies have come to the U.S. and obtained trust powers in an attempt to capture the business of international families coming to America, with little understanding of U.S fiduciary law or regulatory requirements. However, Linda M. Voller, CTFA, incoming Bridgeford Trust Company President and CEO, who oversees all trust administration and corporate governance from our two offices in South Dakota, states,
“Bridgeford has been a U.S./South Dakota trust company since its inception in 1993, with origins tracing back to serving the family that founded General Mills, one of America’s largest dynastic families. We fully understand the very important nuances around trust construction, administration, and corporate governance with regard to proper application of U.S. and South Dakota fiduciary law.”
David A. Warren, JD, who will oversee the South Florida expansion, as well as expansion into New York City and California, adds,
“Bridgeford’s deep experience with fundamental U.S. fiduciary principals and regulatory requirements, coupled with our extensive knowledge of foreign grantor trusts; issues facing international families coming to the U.S.; and understanding of important Know Your Customer (KYC) and reporting requirements; will be a powerful differentiator in the market, quickly propelling Bridgeford as a leading trust provider in the region, and beyond, working with large domestic and international families and their advisors from across the nation and around the world.”
Bridgeford Miami Launch Event – January 22, 2020
Bridgeford invites you to join us for its Miami launch event on January 22nd from 4:30pm-7:00pm at Truluck’s (777 Brickell Avenue, Miami)! In addition to enjoying an evening to network and celebrate Bridgeford’s expansion into Florida, the event will also be substantive and informative in nature, with a panel discussion entitled “America as Jurisdiction of Choice for International Families: Planning Issues in the New Year.” The panel will be moderated by Bridgeford and will include several well respected international advisors in the region, in addition to providing complimentary continuing education credit. You can learn more and RSVP for this event by clicking here.
For more information about Bridgeford and this exciting expansion into Miami, please contact us via our contact page.