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Bridgeford to Sponsor and Speak at Upcoming Industry Events Over the coming weeks, Bridgeford Trust Company will be participating in several key industry conferences and professional gatherings across the country. These events bring together leading experts in estate planning, international tax, wealth management, and related advisory disciplines to address the evolving challenges facing families and their advisors. We look forward to engaging in meaningful conversations around trust planning, highlighting the power of South Dakota’s modern trust laws and Bridgeford’s independent and conflict-free approach. We hope to see you at one, or more, of the events below and welcome the opportunity to connect! Bridgeford Trust Company is excited to sponsor the 5th Annual Trusted Advisor Summit, celebrating five years of connection and collaboration within the Trusted Advisor community across music, entertainment, and sports. David Warren, Co-Founder & Chairman, will be speaking on From Superstar to Structure: Running the Financial Life of Talent Like a Family Office, a panel discussion examining how advisors are increasingly operating as full-scale family offices for talent—overseeing complex entities, investments, governance structures, and long-term strategy. The session will also feature insights from Justin Bass (MAI Capital Management), Alexandre Lin (SumIt Software), and Lisa Barringer and Reggie Gooden (360 Business Management), offering a practical look at how multidisciplinary teams support talent at the highest level. If you’re interested in attending, please reach out to us for more information on this exclusive event! Bridgeford Trust Company is pleased to sponsor the 44th Annual International Tax Conference, a leading forum for international tax and estate planning professionals, hosted by the Florida Institute of CPAs in collaboration with the Tax Section of The Florida Bar. The conference brings together practitioners from across disciplines to examine current developments, cross-border planning considerations, and the evolving international tax landscape affecting families, businesses, and advisors. Sydney Warren, Managing Director, will be attending and looks forward to connecting. Stop by our exhibit table to learn how South Dakota’s modern trust laws support sophisticated domestic and international planning. The Estate Planning Council of Greater Miami will host its 14th Annual Estate Planning Symposium, bringing together leading professionals from across the estate planning, tax, and wealth advisory community for a day of timely discussion and collaboration. Danielle Keeton, Senior Vice President and Senior Trust Officer, will be attending the symposium and looks forward to connecting with attendees. If you’re attending the symposium or would like to schedule time to meet with Danielle while she is in the area, we would welcome the opportunity to connect. Bridgeford Trust Company is proud to once again serve as title sponsor of the STEP Orange County Institute on Tax, Estate Planning, and the World Economy, one of the region’s premier gatherings for trust and estate planning professionals. The Institute brings together leading practitioners to explore timely developments, practical planning strategies, and emerging global considerations shaping the future of estate and wealth planning. David Warren will be speaking on Tax, Asset Protection, and Privacy Planning in Chaotic Times, sharing insights on how modern trust law can help families navigate increasing complexity and uncertainty. Throughout the conference, Doug Mikkonen, Senior Vice President & Senior Trust Officer, and Sydney Warren, Managing Director, will be at Bridgeford’s exhibit table and look forward to connecting with attendees. If you haven’t registered yet, we encourage you to do so and join us for this important event! As we recently announced, Bridgeford Trust Company is pleased to introduce Bridgeford Bay Area, a new office established by its sister company, Bridgeford Advisors (dba Bridgeford), located in Menlo Park. To celebrate this expansion, we invite you to join us for our Bridgeford Bay Area Launch Event! The evening will feature a timely discussion on the power of trust jurisdiction selection—particularly around asset protection, privacy, and tax planning—followed by a networking reception with cocktails and hors d’oeuvres. Event details and registration information can be found here: https://bridgeford-bay-area.eventbrite.com We value the opportunity these events provide to engage with advisors navigating increasingly complex planning considerations for their clients. If you’re attending any of the conferences listed above and would like to connect with a member of the Bridgeford team, we would be happy to arrange a time to meet. Stay connected with Bridgeford Trust Company on LinkedIn for event updates, or reach out directly at (605) 224-9189 or via our contact form. The post Bridgeford to Sponsor and Speak at Upcoming Industry Events appeared first on Bridgeford Trust Company. Bridgeford Trust Company is proud to announce the launch of Bridgeford Bay Area, a new office established by our sister company, Bridgeford Advisors (dba Bridgeford), a trust planning advisory firm serving families across the United States and around the world. By bringing the power of South Dakota-based fiduciary planning to families and their advisors nationwide, this expansion marks another important milestone in Bridgeford’s continued growth as we expand our national footprint and deepen our presence in key markets across the country. We look forward to celebrating this expansion with a Bay Area launch event on February 12; registration details are included below. Located at 149 Commonwealth Drive, Suite 1090, Menlo Park, California, Bridgeford’s Bay Area office strengthens our ability to work closely with families and their advisors throughout Northern California and the broader West Coast. The Bay Area has long been a center of innovation, entrepreneurship, and multigenerational wealth, making it a natural extension of Bridgeford’s long-standing work with sophisticated families navigating complex planning needs. This expansion builds on the successful launches of Bridgeford’s offices in Miami, Newport Beach, and Philadelphia, reflecting the growing demand for independent and strategic trust planning. As families navigate increasing complexity driven by tax uncertainty, regulatory change, and global considerations, Bridgeford’s expanded footprint allows for closer collaboration with families and their advisors across key regions. David Warren, Co-Founder and Chairman of Bridgeford Trust Company and President and CEO of Bridgeford Advisors, shared the following perspective on Bridgeford’s most recent expansion: “Fiercely independent and conflict-free, Bridgeford’s expansion into Northern California is a natural evolution following the great success of our Southern California office working with families and their advisors. The power of modern trust law continues to resonate with California residents and their advisors across the state, particularly in the areas of state and federal tax planning, asset protection, and privacy.” Join us as we celebrate the launch of Bridgeford’s new office with an evening that will feature a timely discussion on the power of trust jurisdiction selection—particularly around asset protection, privacy, and tax planning—along with time to connect with members of the Bridgeford team and fellow professionals over cocktails and hors d’oeuvres. Date & Time: Thursday, February 12, 2026 at 5:00pm PST For more information about Bridgeford’s expansion into the Bay Area, or to connect with our team, please contact us via our contact page or by calling (605) 224-9189. The post Bridgeford Bay Area: Expanding the Power of Modern Trust Law appeared first on Bridgeford Trust Company. Episode 53 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast! In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Alex Segal – Partner at Silberman Zaretsky PC – to explore the highly nuanced world of trust and estate planning for visual artists. Alex shares how his practice focuses on representing painters, sculptors, and conceptual artists, and why traditional estate planning approaches often fall short for this unique client base. The conversation examines the deeply personal nature of artwork, the challenges of illiquid yet high-value assets, and the planning strategies required to balance legacy preservation, tax efficiency, asset protection, and privacy. Throughout the discussion, David and Alex cover several key planning tools for visual artists, including asset protection strategies, valuation considerations such as blockage discounts, and the role of dynasty trusts and foundations in preserving artistic legacies. They also explore why directed trusts are particularly well suited for holding artwork, allowing families to separate fiduciary administration from artistic oversight while maintaining flexibility as circumstances and planning objectives evolve. 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 53 – Planning for Artists: Trusts, Legacy, and Non-Traditional Assets with Alex Segal appeared first on Bridgeford Trust Company. Bridgeford recently hosted a livestream exploring the theme of Protecting Families of Wealth from Themselves, a concept central to effective multigenerational planning and inspired by HBO’s series Succession. The presentation examined the real-world parallels between the fictional Roy family and the complex dynamics many families of wealth face today, including issues surrounding control, succession, and legacy. While the series itself is fictional, the risks it highlights are very real, and without strategic trust planning, wealth can quickly become a source of conflict rather than continuity. For those who were unable to attend live, or who would like to revisit the discussion, the full video presentation is now available on our YouTube Channel. Key Themes from the Presentation During the presentation, David Warren, Co-Founder & Chairman of Bridgeford Trust Company, walked through how modern trust law—particularly South Dakota’s progressive statutes—can be used to address challenges that frequently arise in affluent families. The discussion focused on how intentional planning can help families preserve wealth, maintain control, and support long-term stability across generations. Topics included: Together, these tools demonstrate how thoughtful planning allow families to protect and control their legacies during a time of increasing global complexity and uncertainty. If you have questions about the topics discussed in this presentation, or would like to learn more, reach out to us via our contact form or call us at (605) 224-9189. The post Protecting Families of Wealth from Themselves: Video Presentation Available appeared first on Bridgeford Trust Company. Bridgeford Trust Company is looking forward to sponsoring the Heckerling Institute on Estate Planning, taking place January 12-16, 2026, in Orlando, Florida. Each year, Heckerling brings together leaders from across the estate planning community to connect, exchange ideas, and navigate an increasingly complex and unpredictable planning environment. If you’re attending, we invite you to join Bridgeford for our hosted events outlined below and visit our exhibit booth to explore why South Dakota remains a top-tier U.S. trust jurisdiction and how Bridgeford’s independent, conflict-free approach continues to set us apart in a consolidating industry. Kick off Heckerling 2026 with an afternoon on the course followed by an evening of networking at the Waldorf Astoria Golf Club, located at 14224 Bonnet Creek Resort Lane in Orlando. Sponsored by Bridgeford Trust Company, Nelson Mullins, and Madison Insurance Group, this pre-Institute gathering offers an opportunity to connect with colleagues ahead of a busy week at Heckerling. Not a golfer? No problem! You’re welcome to attend the reception only. Click here to RSVP. Join Bridgeford for our annual Fireside Chat & Reception, bringing together advisors, planners, and industry colleagues for candid conversation and connection. Against the backdrop of continued consolidation and increasing institutional influence in the trust industry, this gathering will center on an essential theme: independence. As the trust landscape shifts, truly independent, conflict-free trust companies are becoming increasingly rare, prompting important conversation around what independence means for long-term client planning and why it matters now more than ever. Stop by Exhibit Booth 400 to connect with Bridgeford’s leadership team and learn how we work alongside attorneys, accountants, and advisors to support complex trust planning needs for clients and their advisors worldwide. While visiting, you can: For more information about Bridgeford’s activity at Heckerling, or to arrange a meeting with our team during the conference, please contact Melissa Roberson at mroberson@bridgefordtrust.com. We look forward to connecting in Orlando and continuing the conversation throughout Heckerling 2026! The post Heckerling 2026: Bridgeford to Sponsor Institute and Host Events appeared first on Bridgeford Trust Company. | |
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