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Podcast Episode 50 – Serving the Global Entertainment & Pro Sports Community: Building Trusted Advisor with Matthew Hoffman Episode 50 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! Don’t forget, you can also watch new episodes on our YouTube channel, offering a dynamic way to experience the engaging discussions. In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Matthew Hoffman, Founder of Trusted Advisor, an exclusive network for advisors to high-net-worth clients in entertainment, music, and pro sports worlds, of which Bridgeford is a proud member. Listen in as Matthew shares his entrepreneurial journey from architecture and technology startups to creating Trusted Advisor, an organization that has quickly become a global platform connecting top-tier professionals. What began as a solution to an unstructured and underserved space has grown into a 600+ international member network. Together, David and Matthew explore the origins and entrepreneurial spirit behind Trusted Advisor and how it fills a critical gap for private client advisors by bringing real value through education and thought leadership. They discuss the importance of building networks rooted in credibility, reputation, and trust—particularly for athletes, entertainers, and influencers navigating complex financial and personal challenges—as well as the organization’s rapid international growth and what lies ahead for the platform. You can listen to our latest episode on Bridgeford’s podcast page, Apple Podcasts, iHeartRadio, Spotify, and SoundCloud—or watch it on our YouTube channel. 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 trust 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 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. The post Podcast Episode 50 – Serving the Global Entertainment & Pro Sports Community: Building Trusted Advisor with Matthew Hoffman appeared first on Bridgeford Trust Company. Bridgeford Trust Company is excited to be in Europe this September for a series of events and presentations, including exclusive Trusted Advisor gatherings in London and Zurich and the premier Transnational Taxation Network (TTN) Europe Conference in Dublin. David Warren, Co-Founder and Chairman of Bridgeford Trust Company, looks forward to connecting with our friends across the pond—you can register for our events below or reach out to schedule a time to meet! We are thrilled to partner with Trusted Advisor to host an exclusive gathering in London, bringing together leading professionals across the estate planning, entertainment, and advisory industries. David Warren will lead a discussion focused on geopolitical issues impacting planning for families across Europe and around the world, and will be joined by Patrick Harney (Mishcon de Reya LLP), Geralda Kral (UMA Wealth), and additional panelists to be announced soon. Guests will enjoy both insightful dialogue and opportunities for meaningful networking. Following our London collaboration, Bridgeford and Trusted Advisor will host an intimate evening in Zurich, coinciding with the Zurich Film Festival. David Warren will take part in a panel discussion focused on film and television. This event offers a unique opportunity to connect with leaders from music, entertainment, professional sports, and the advisory world for thoughtful conversation and cocktails. We will conclude our time in Europe at the TTN 2025 Europe Conference in Dublin, where Bridgeford is a sponsor and David Warren will be a featured speaker. This premier international tax conference convenes TTN members and leading tax professionals to share perspectives on complex cross-border planning and emerging taxation issues. This September promises to be an exciting time for Bridgeford in Europe, as we engage in meaningful conversations on modern U.S. trust law and South Dakota’s progressive fiduciary landscape with colleagues in the international planning community. We hope to see you in London, Zurich, or Dublin—and encourage you to reach out at (605) 224-9189 or via our contact form with any questions or to schedule a time to meet. The post Bridgeford Heads to London, Zurich, and Dublin in September appeared first on Bridgeford Trust Company. Bridgeford Trust Company is excited to return as a sponsor of the sold-out STEP LatAm Conference, taking place September 4-5, 2025, in Mexico City. If you’re attending, be sure to connect with Mariano Marco, Global Managing Director of Bridgeford Global, at our exhibit table—he’ll be available throughout the event to meet with friends and new contacts to discuss modern trust law, advanced planning strategies, and the important issues shaping cross-border planning for families and their advisors. From Foreign Grantor Trusts and Domestic Asset Protection Trusts to progressive privacy provisions and tax planning opportunities, South Dakota law continues to position the U.S. as the jurisdiction of choice for families around the world. What sets Bridgeford apart is our independent, conflict-free model, enabling us to deliver these powerful solutions without the constraints of institutionalized approaches and ultimately giving families and advisors true control and flexibility in their planning. To explore more about our independent approach, read our article: Independent v. Institutionalized Trust Companies: In Defense of the New Paradigm. For deeper insights into the global factors driving wealth into the U.S., watch our webinar: The U.S. as the International Trust Jurisdiction of Choice for Privacy, Asset Protection, and Tax Planning, where our team compares leading top-tier U.S. trust jurisdictions and the planning tools available to international families. As one of the premier gatherings for international wealth planning, STEP LatAm brings together more than 300 professionals from Latin America, the U.S., and Europe. The conference features forward-looking discussions on structuring and managing wealth in today’s global environment, making it an ideal forum to highlight the advantages of South Dakota trust law and Bridgeford’s truly independent approach. Safe travels to those attending, and we look forward to seeing you in Mexico City! To schedule time with us during the conference, please contact Mariano at mmarco@bridgefordglobal.com or (305) 347-5129. For more information about the power of U.S. trust law for international families, reach out to us at (605) 224-9189 or via our contact form. The post Bridgeford to Sponsor STEP LatAm Conference: September 4-5 in Mexico City appeared first on Bridgeford Trust Company. In HBO’s Succession, first-generation extreme wealth creator Logan Roy may have understood the advantages and importance of sophisticated planning tools—such as Dynasty Trusts, Privacy Trust Laws, and Asset Protection Trusts—to preserve wealth and family relationships, yet he fiercely resisted giving up control, whether during his lifetime or after. As we explored in our kickoff article, Protecting Families of Wealth from Themselves: Lessons from HBO’s Succession, ultra-high-net-worth families often face this same challenge: how to secure the benefits of advanced planning without surrendering authority over the family empire they built. The Directed Trust, a truly revolutionary development in the trust industry, is the solution. It offers families several ways to preserve wealth and harmony while retaining meaningful control over trust administration and wealth transfer decisions. Available only in a handful of states, including South Dakota, Directed Trusts continue to drastically change the trust world by unbundling asset management and trust administration functions, putting control back into the hands of settlors, beneficiaries, and their advisors. Through bifurcating liability, this model creates a legal framework that allows trustees and beneficiaries to work seamlessly with asset managers and independent trust companies the family chooses, rather than being forced into a one-size-fits-all institutional solution. When combined with South Dakota’s progressive trust laws, Directed Trusts become a powerful tool for preserving wealth and control—helping ultra-high-net-worth families protect, grow, and direct their assets across generations without sacrificing flexibility. In the world of Succession, such a structure could have allowed Logan Roy to safeguard his empire while clearly defining who held decision-making authority, avoiding some of the chaos that unfolded. For many families, the appeal lies not only in the control a Directed Trust provides, but also in the ability to partner with a truly independent trust company and one that is not tied to private equity funding, large banks, or international financial institutions. Bridgeford Trust Company operates within this new paradigm, free from the inherent conflicts and rigidity of institutionalized trustees. This independence, combined with South Dakota’s powerful trust laws, allows us to deliver Directed Trust solutions that align with each family’s unique goals and values, keeping control where it belongs. Learn more in our article Independent v. Institutionalized Trust Companies and explore Bridgeford’s commitment to this new paradigm. If you have any questions about how a Directed Trust could fit into your planning, please reach out to us via our contact form or call us at (605) 224-9189. The post The Directed Trust: Delivering Direction and Control appeared first on Bridgeford Trust Company. Over the past 25 years, Bridgeford Trust Company has evolved from one of South Dakota’s first private trust companies into a public, fully independent, and modern trust company serving the global ultra-high-net-worth and family office space. With all trust administration and corporate governance functions executed through our two South Dakota offices, we’ve proudly expanded our Sioux Falls presence in recent years—first with a new office in 2023, followed by the addition of technical, compliance, and fiduciary expertise to support our continued domestic and international growth. As Bridgeford Trust Company continues to grow, we’re grateful for the opportunity to remain part of Sioux Falls’ thriving community. To accommodate our expanding team, we’ve moved into a larger office space, and we’re excited to celebrate this important milestone with a Ribbon Cutting Ceremony & Reception, held in partnership with the Greater Sioux Falls Area Chamber of Commerce. We look forward to welcoming local friends and colleagues to our new space for an afternoon of connection and celebration! Event Details We’re incredibly proud to continue growing in Sioux Falls and look forward to celebrating this special occasion with you! For questions or more information, feel free to contact us through our contact page or by calling (605) 224-9189. Please note: This event was originally scheduled for May 21, 2025, and has been rescheduled to September 30, 2025. The post Bridgeford’s Sioux Falls Office Ribbon Cutting & Reception – September 30 appeared first on Bridgeford Trust Company. | |
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