Bridgeford Trust Company is participating in an upcoming webinar – International Private Client Issues for Non-U.S. Residents: Serving High-Net-Worth Foreign Individuals and Families – scheduled for Wednesday, October 5, 2022, from 1:00-2:50pm EDT.

This course features an experienced panel including David Warren, Co-Founder/Chairman of Bridgeford Trust Company and Patrick McCormick, Founder/Managing Partner of McCormick Tax. During the webinar, David and Patrick will provide advisors with a practical guide to the planning opportunities and potential tax pitfalls in providing private client services (PCS) for high-net-worth nonresident clients with U.S. tax presence.

Advisors to high-net-worth individuals are increasingly tasked with creating integrated solutions for their clients in all aspects of their lives. For non-U.S. based individuals, it is critical to have a U.S. advisor to coordinate cross-border issues involving U.S.-sitused businesses, investments, and trusts. As the U.S. continues to be seen as a tax, privacy, and asset protection “haven” for high-net-worth foreign individuals, this creates an opportunity for advisors to provide critical wealth and trust planning as an element of a multi-discipline PCS practice.

During the webinar, David and Patrick will review these and other important issues:

  • Critical considerations in wealth preservation before a foreign individual becomes a U.S. resident for tax purposes.
  • Avoiding anti-deferral rules in pre-immigration transactions.
  • Determining whether a drop-off trust should be structured as a domestic or foreign trust under the rules of Section 7701.
  • Helping non-U.S. taxpayers identify the optimal framework and structure for a family office to handle U.S.-sitused assets.
  • Comparing top-tier U.S. jurisdictions with regard to tax, asset protection, and privacy planning.

The webinar program is produced by Strafford, a leading education company providing premium CLE and CPE courses designed for planning professionals in over 40 legal, accounting, and tax practice areas.

To learn more about this webinar, please click here. If you are interested in attending, please reach out to Melissa Roberson, Global Marketing and Digital Media Director, at mroberson@bridgefordtrust.com to inquire about limited passes we have available for friends of Bridgeford.

Bridgeford Trust Company is excited to again be sponsoring STEP LatAm’s annual conference taking place on September 22-23, 2022 in Panama. This year’s sold-out conference features cutting edge presentations and discussion related to the planning, structuring, and management of wealth in Latin America and brings together renowned lawyers and banking, trust, and accounting professionals from around the world.

David A. Warren – Co-Founder and Chairman of Bridgeford Trust Company – and Helmer W. Arizmendy – President of Bridgeford International – will be attending this year’s conference. If you are going to be there, be sure to stop by Bridgeford’s exhibit table, or contact us so we can be sure to connect at one of the events or grab a drink or dinner together!

The Power of U.S. Trusts for International Families

The United States continues to be the jurisdiction of choice for international families because of powerful modern trust law planning tools available in top-tier jurisdictions such as South Dakota, including Foreign Grantor Trusts and Domestic Asset Protection Trusts as well as progressive privacy trust laws and tax planning opportunities. These are just a few of the unique planning solutions available under South Dakota law that are important for families across the globe to consider when selecting the best U.S. trust situs.

We encourage you to watch this webinar – The U.S. as the International Trust Jurisdiction of Choice for Privacy, Asset Protection, and Tax Planning. In it, our team examines worldwide factors for the historic movement of money into the U.S. and objectively compares the leading top-tier U.S. trust jurisdictions along with planning tools available to international families.

Sophisticated Insurance Planning Solutions

Through our recently launched company, Bridgeford International (a fully licensed insurance agency), our team is able to offer both domestic and international families sophisticated insurance planning solutions, including Private Placement Life Insurance (PPLI).

PPLI is a powerful wealth planning tool used to invest in a tax efficient manner and transfer wealth to future generations more effectively. Unlike traditional “retail” insurance, PPLI takes advantage of insurance rules to avoid income taxation on internal income and taxation on the proceeds at the death of the insured. By combining this insurance planning solution with South Dakota’s modern trust laws, our team can deliver significant tax savings, privacy, and asset protection to high-net worth individuals and families around the world.

We hope to see you in Panama! If have any questions about our time at the conference or any of the topics discussed above, be sure to reach out to us at (605) 224-9189 or via our contact form.

Bridgeford Trust Company is proud and honored to announce that we have again been named a finalist by WealthManagement.com for their 8th Annual Industry Awards. WealthManagement.com – considered the leading resource for wealth advisors and planners – produces the only awards program of its kind to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success.

Bridgeford’s submission – International Trust and Insurance Solutions – focuses on our aggressive and unique initiative (for a U.S./domestic trust company) to build a solid internal infrastructure and multifaceted digital media platform dedicated to educating and serving international families. Bridgeford International (a recently launched sister company of Bridgeford Trust Company and registered insurance agency) promotes and provides sophisticated and powerful modern U.S. trust law and insurance planning solutions, including Private Placement Life Insurance, to families across the globe, with a particular focus on LATAM. You can learn more about our initiative that earned us this finalist recognition by clicking here.

David A. Warren, Co-Founder and Chairman of Bridgeford Trust Company, said:

“Bridgeford Trust Company is thrilled to be recognized again this year as a leader in the wealth management industry, among many excellent providers. Our finalist recognition is a testament to our commitment to providing domestic and international families with sophisticated and progressive fiduciary and insurance solutions through the launch of our sister company, Bridgeford International, based in Miami, Florida.”

A record-breaking number of nominations were submitted – nearly 1,000 entries from more than 350 companies; 225 were then selected as finalists in one or more of the firm or individual categories in this year’s awards program. A panel of independent judges made up of top names in the industry will determine the 2022 award winners, who will be announced on September 8, 2022 during a black-tie ceremony at the Ziegfeld Ballroom in New York City.

For more information about this recognition and our initiative, please reach out to us via our contact form or call us at (605) 224-9189.

Episode 23 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, Tate JohnsonPresident & Chief Operating Officer at Brook-Hollow – to discuss the evolution of Brook-Hollow and their creative and industry leading tax planning and deferral programs for mass tort and plaintiff’s attorneys who receive large contingent legal fee payments.

As they discuss this unique planning solution, David and Tate explore Bridgeford’s partnership with Brook-Hollow and how the work we do together allows for powerful South Dakota modern trust law concepts, such as asset protection, foreign grantor trusts, directed trusts, and privacy, to be integrated into the planning process, resulting in an even more compelling and sophisticated solution for these attorneys.

You can listen on Bridgeford’s podcast pageSoundCloudiTunesSpotify, and iHeartRadio.

Bridgeford Trust Company’s Delivering Direction and Control podcast 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. Check out all of our episodes here: bridgefordtrust.com/podcasts.

If you have questions on these tax planning and deferral programs or any of the topics discussed in this latest episode, don’t hesitate to reach out to us via our contact form or call us at (605) 224-9189.

Episode 22 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – is back with guest, Joseph KelloggPartner/Head of Wealth Planning at WE Family Offices – for part 2 of their discussion on international wealth planning, including more technical issues around information disclosure under CRS, FATCA, and the Corporate Transparency Act. In addition, David and Joe discuss data leaks and how to keep information safe, including Know Your Customer procedures. They conclude with the question of jurisdiction selection and the often-evolving definition of what a family office is.

You can listen on Bridgeford’s podcast pageSoundCloudiTunesSpotify, and iHeartRadio.

Bridgeford Trust Company’s Delivering Direction and Control podcast 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. Check out all of our episodes here: bridgefordtrust.com/podcasts.

If you have questions on international wealth planning or any of the topics discussed in this latest episode, don’t hesitate to reach out to us via our contact form or call us at (605) 224-9189.

Join Bridgeford Trust Company for a highly energized and engaging session focusing on improved personal positioning and branding to better connect and engage with clients, prospects, and business partners. We are pleased to welcome Thomas Hurlbrink – Global Sales Coach at Bank of New York Mellon Wealth Management with over 30 years of training and coaching experience – who will lead an extremely informative and directly applicable conversation around practical strategies to capture and clarify who we are, who we serve, and who we want to do business with.

This presentation is geared towards business owners, industry leaders, and anyone looking to build their personal and professional brand across all business sectors in the Sioux Falls and greater South Dakota professional community.

Date: Tuesday, August 2, 2022
Time: 3:00-3:30pm (registration/networking); 3:30-5:00pm (presentation); 5:00-6:30pm (cocktail reception)
Location: The Country Club of Sioux Falls – 3400 W 22nd St, Sioux Falls, SD 57105

REGISTER BY CLICKING HERE.
We hope you can join us for this complimentary event provided by Bridgeford Trust Company. Space is limited; please RSVP by Wednesday, July 27.

If you have any questions, feel free to contact Melissa Roberson, Global Marketing and Digital Media Director with Bridgeford at mroberson@bridgefordtrust.com or by calling (605) 224-9189.

Episode 21 is now available on Bridgeford Trust Company’s Delivering Direction and Control Podcast Series! In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, Joseph KelloggPartner/Head of Wealth Planning at WE Family Offices – to discuss his take on the evolution of the fiduciary industry and how the U.S. became a jurisdiction of choice. They go on to talk about mandatory information disclosure requirements, including the distinctions between CRS, FATCA, and the Corporate Transparency Act, and the impact of these for those in the international space.

You can listen on Bridgeford’s podcast pageSoundCloudiTunesSpotify, and iHeartRadio.

Bridgeford Trust Company’s Delivering Direction and Control podcast 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. Check out all of our episodes here: bridgefordtrust.com/podcasts.

If you have questions on international wealth planning or any of the topics discussed in this latest episode, don’t hesitate to reach out to us via our contact form or call us at (605) 224-9189. And stay tuned for Part 2 of David and Joseph’s discussion which will be released shortly and includes more technical issues around the information disclosure requirements, updates on data leaks and how to keep information safe, and much more.

Bridgeford Trust Company is proud to be a sponsor and speaker at the upcoming Private Wealth East Spring Forum, hosted by Markets Group and taking place on Wednesday, June 22 in New York. This 6th annual forum was developed as an education-focused one day event for allocators and asset managers with a purpose to facilitate the dissemination of actionable investor content, coupled with supporting the continued development of the private wealth investment industry in the East. The program’s agenda has been specifically designed to provide relevant and topical educational content for people who manage, advise, allocate to, or oversee private capital and will provide the latest information and insight on the future of fixed income, equities, private debt, infrastructure, technology, allocation plans, and real assets investing.

Our team will be attending the event, and David A. Warren – Co-Founder and Chairman of Bridgeford Trust Company – will be hosting a roundtable discussion at 12:00pm that will discuss the power of U.S. modern trust law for global families. Then in the afternoon at 2:55pm, David will participate in a panel discussion on “The Future of Wealth Management.” This panel will discuss the challenges ahead for advisors and family offices aiming to ensure wealth preservation during generational shifts; what the current trends are, and what services and products are attracting the most interest; and how ESG has worked out in long-term estate and trust planning.

If you are planning to be there next week, we hope to see you at the sessions that David will be presenting at, and be sure to stop by our booth to say hello!

As U.S. and global information disclosure regimes proliferate in the wake of the Pandora Papers and other massive data leaks, using trusts in top-tier U.S. trust jurisdictions to obtain privacy and asset protection has never been more urgent for wealthy families around the world.

Recently, David Warren, Co-Founder and Chairman of Bridgeford Trust Company, presented “Modern U.S. Trust Law: Asset Protection and Privacy in a Transparent World.” We encourage you to watch the full presentation below as it discusses:

  • The Pandora Papers and other massive international data breaches and their impact on government regulation as well as calls for greater urgency around transparency in the financial services industry.
  • Information disclosure requirements, both domestically and internationally, with a discussion around the Corporate Transparency Act, FATCA, and CRS.
  • The U.S. emergence as a privacy and asset protection haven for domestic and international families, as well as modern trust law planning tools available to families and their advisors.
  • A comparison of “top-tier” U.S. trust jurisdictions and the vital importance of selecting the proper trust jurisdiction under current statutory guidance and emerging case law.
  • The power of modern U.S. trust law and Private Placement Life Insurance through Bridgeford International – the global planning and sales engine for the Bridgeford family of companies, promoting modern trust law and sophisticated insurance planning solutions around the world.


If you have any questions, or would like to discuss any of the topics in the presentation further, don’t hesitate to reach out via our contact page or by calling (605) 224-9189.

Bridgeford Trust Company is excited to reconnect with our many friends, colleagues, and collaborators in Central PA, where we launched the company over 10 years ago. Because of the great support of the Central PA professional community over the years, the Bridgeford family of companies has experienced amazing growth, expansion, and brand recognition, both nationally and internationally, with offices in South Dakota, Pennsylvania, Miami – and a very soon to be launched location in Southern California. We look forward to celebrating our growth, and the launch of Bridgeford International – the global planning and sales engine for the Bridgeford family of companies, promoting the power of U.S. modern trust law and sophisticated insurance planning solutions around the world, with a particular focus on Latin America. We are very pleased to welcome you at two upcoming events hosted by Bridgeford, as well as at McKonly & Asbury’s highly anticipated Collaborate! 2022 Conference, where Bridgeford is both a speaker and a sponsor (learn more and register for these events below).

As our team comes together in a few weeks to celebrate our launch in Central PA and success, we will continue our focus on providing objective education around the vital importance of selecting the proper trust jurisdiction in the planning process that leverages powerful modern trust law around asset protection, privacy, and tax planning, while delivering far more direction and control to families and their advisors across the country and around the world than ever before.

Bridgeford’s Breakfast Presentation & Reception: May 18 from 8-10am at the Lancaster Marriott

We invite you to join us for a breakfast presentation and reception on Wednesday, May 18 at the Lancaster Marriott. The presentation entitled, The Power of Modern U.S. Trust Law and Private Placement Life Insurance, will consider asset protection, privacy, and compelling tax planning strategies achievable by simply selecting the proper trust jurisdiction. Registration and breakfast begins at 8:00am with the presentation (1.0 CLE) from 8:30-9:30am followed by networking until 10:00am.

Click here to register for this free event.

Bridgeford’s Evening Presentation & Reception: May 18 from 5-7pm at the Harrisburg Hilton

Then in the evening, for those of you closer to the Harrisburg area, join us for an evening presentation and reception on Wednesday, May 18 at the Harrisburg Hilton. Again, we will present on The Power of Modern U.S. Trust Law and Private Placement Life Insurance. Registration and networking begins at 5:00pm with the presentation from 5:30-6:30pm followed by networking until 7:00pm. We will have hors d’oeuvres and drinks available throughout the evening.

Click here to register for this free event.

Bridgeford at McKonly & Asbury’s Collaborate! 2022 Conference: May 19 at the Sheraton Harrisburg-Hershey

McKonly & Asbury is a leading, regional accounting and business advisory services firm and their annual conference is back in person. Collaborate! 2022 appeals to the whole business community and incorporates a keynote from Merril Hoge, Former NFL Running Back and author, dynamic general sessions, and a variety of specialized breakout sessions for attendees to choose from. It is taking place on Thursday, May 19 at the Sheraton Harrisburg-Hershey Hotel from 7:30am-5:30pm.

If you can attend, be sure to sign up for Bridgeford’s Breakout Session entitled, Modern U.S. Trust Law: Asset Protection and Privacy in a Transparent World, presented by David Warren, Co-Founder and Chairman of Bridgeford Trust Company. During this presentation, David will discuss:

  • The Pandora Papers and other massive international data breaches and their impact on government regulation as well as calls for greater urgency around transparency in the financial services industry.
  • Information disclosure requirements, both domestically and internationally, with a discussion around the Corporate Transparency Act, FATCA, and CRS.
  • The U.S. emergence as a privacy and asset protection haven for domestic and international families, as well as modern trust law planning tools available to families and their advisors.
  • A comparison of “top-tier” U.S. trust jurisdictions and the vital importance of selecting the proper trust jurisdiction under current statutory guidance and emerging case law.

For more information on the day’s events and to register for Collaborate! 2022, click here.

We hope to see you in the coming weeks! Don’t hesitate to reach out to Melissa Roberson, Global Marketing and Digital Media Director, at mroberson@bridgefordtrust.com if you have any questions on any of these events or want to meet directly with our team.