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Bridgeford to Speak at Upcoming California Events With upcoming events taking place in both Southern and Northern California this June, the Bridgeford team is looking forward to connecting with advisors and industry professionals across the state. As Bridgeford continues expanding its presence in California through Bridgeford Advisors’ Newport Beach and Bay Area offices, these events provide valuable opportunities to continue important conversations surrounding strategic trust planning, modern trust law, trust situs selection, and planning considerations for both domestic and international families. Bridgeford Trust Company is pleased to return as a featured speaker and headline sponsor of STEP LA’s 18th Annual International Tax & Estate Planning Forum taking place June 1-2, 2026, at the Terranea Resort in Rancho Palos Verdes, California. This highly anticipated forum brings together leading professionals from around the world to discuss developments in international private client planning, with presentations from nationally and internationally recognized experts, including our Co-Founder & Chairman, David Warren. David will speak on Monday, June 1, at 3:50 p.m. alongside Joan Crain of J Crain Consulting and Susan Rounds, Head of U.S. Wealth Planning at Deutsche Bank. Their panel discussion, “Crossing Continents and Generations: Family Governance as a Tool to Preserve Family Wealth and Harmony,” will explore what is at stake in preserving wealth across generations; a timely discussion you won’t want to miss! David and Sydney Warren, Managing Director with Bridgeford, will also be available throughout the conference. Bridgeford Trust Company is also looking forward to speaking at and sponsoring the San Francisco Estate Planning Council’s 2026 Summer Symposium & Social. This year’s program will feature an exceptional lineup of discussions examining how the estate planning landscape continues to evolve following the One Big Beautiful Bill Act. David Warren will participate in the 3:15 p.m. panel discussion, “Taxing the Non-Taxable Estates.” The panel will explore how planning conversations are increasingly shifting away from transfer taxes and toward income tax considerations as estate tax exemptions continue to rise. David, Sydney Warren, and Doug Mikkonen, Senior Vice President & Senior Trust Officer, are looking forward to participating in this event as Bridgeford continues expanding its presence in Northern California through Bridgeford Advisors’ Bay Area office. If you plan to attend either event and would like to arrange time to connect with our team, reach out to us at info@bridgefordtrust.com, call (605) 224-9189, or contact us through our website. The post Bridgeford to Speak at Upcoming California Events appeared first on Bridgeford Trust Company. Episode 58 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 – is joined by Josh Bennett, Esq. – Attorney & Asset Protection Expert – for a deep dive into the evolving world of asset protection planning. Drawing on decades of experience representing clients across the United States and internationally, Josh shares insights on domestic and offshore asset protection strategies, creditor protection planning, privacy considerations, and the growing role of Directed Trusts. The conversation also explores how top-tier jurisdictions such as South Dakota have expanded planning opportunities by offering greater flexibility, protection, and long-term planning advantages through tools such as Trust Protectors and Investment Advisors. Throughout the episode, Josh also reflects on themes in his book, The Ultimate Guide to Asset Preservation, emphasizing that effective asset protection planning is not about secrecy or avoiding obligations, but rather implementing responsible, well-structured planning designed to protect families and preserve wealth for future generations. 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 58 – The Evolution of Asset Protection Planning with Josh Bennett appeared first on Bridgeford Trust Company. Episode 57 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 – is joined by Deirdre Wheatley-Liss, Maria Galante, and Daniel Makoski of Porzio, Bromberg & Newman, P.C., a full-service law firm with a growing footprint across the East Coast, Florida, and Puerto Rico. Together, they discuss the evolving role of trust and estate planning in a rapidly changing world and what it means to deliver practical, client-centered legal guidance today. The conversation explores key issues facing families and business owners, including asset protection, privacy, closely held business succession, international planning, and the increasing complexity surrounding immigration and cross-border matters. They also highlight Porzio’s continued growth, including its expanding immigration capabilities, unique Puerto Rico presence, and broader approach to problem-solving across legal, compliance, government affairs, and business advisory services. Throughout the episode, David and the Porzio team emphasize the importance of collaboration, education, and leading with solutions as clients navigate uncertainty, evolving laws, and increasingly complex planning considerations. 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 57 – A Modern Approach to Trust and Estate Planning with Porzio, Bromberg & Newman appeared first on Bridgeford Trust Company. Episode 56 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 Andy Morgan – CEO of Affinity, a global corporate services provider supporting private wealth and asset structuring – for a conversation on global expansion, entrepreneurship, and identifying opportunity across emerging sectors. Andy shares how Affinity has evolved from its roots in luxury asset structuring, including yachts and aircraft, into a multifaceted global services firm supporting high-net-worth individuals, family offices, and businesses across industries including e-gaming, sports, and private wealth. The discussion highlights how niche expertise, jurisdictional strategy, and a disciplined approach to growth have driven that evolution. David and Andy also explore the importance of jurisdiction selection across industries, from trust planning to gaming regulation, and why it has a lasting impact. They draw clear parallels between their firms’ philosophies – particularly around independence, collaboration, and delivering meaningful solutions – while also discussing Affinity’s global footprint across the Isle of Man, Malta, Miami, Cyprus, and beyond, along with the strategy behind expanding into key markets in an increasingly global and evolving landscape. 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. As mentioned in this episode, Bridgeford Trust Company and Affinity are hosting a networking reception during the Palm Beach International Boat Show. If you’re in the area, join Sydney Warren – Managing Director at Bridgeford, who will be attending along with the Affinity team for an evening of connection and conversation during this exciting week in Palm Beach. Date & Time: Thursday, March 26, 2026 from 4:00 PM – 6:00 PM We hope you enjoy this latest episode from our Delivering Direction and Control podcast! If you have questions on any of the topics discussed in this latest episode or our upcoming event with Affinity, don’t hesitate to reach out to us via our contact form or call us at (605) 224-9189. The post Podcast Episode 56 – From Luxury Assets to Global Services with Andy Morgan appeared first on Bridgeford Trust Company. Bridgeford is looking forward to connecting with friends and colleagues at a number of upcoming events across the country in March and April. From hosting and co-hosting gatherings to speaking and sponsoring leading industry conferences, these events provide valuable opportunities for engagement across the industry. We value the opportunity for meaningful conversations around trust planning, including the advantages of South Dakota’s modern trust laws and Bridgeford’s independent, conflict-free approach. If you’ll be attending any of the events below, we would welcome the opportunity to meet, so please reach out if you’d like to schedule a time during the events! Bridgeford Trust Company, in collaboration with the Newport Beach Chamber of Commerce and Trusted Advisor, is pleased to host Women Shaping Business Today: Perspectives That Matter, an evening dedicated to celebrating the impact of women in business. The program will feature a moderated panel discussion led by Sydney Warren, Managing Director at Bridgeford, with accomplished women leaders including Lisa Neal (Partner at Rutan & Tucker), Charlene Reynolds (Airport Director at John Wayne Airport), and Annette Walker (President of City of Hope Orange County), who will share insights on leadership, career growth, and navigating today’s professional landscape. A networking reception with drinks and hors d’oeuvres will follow the discussion. Date & Time: Thursday, March 19, 2026 at 5:30 PM Bridgeford Trust Company, along with Trusted Advisor, Schroders Wealth Management, and Global Citizen Solutions, is co-hosting a private breakfast and discussion ahead of the STEP NY Institute. The program will feature insights from speakers, along with time for networking with fellow attendees. David Warren, Co-Founder & Chairman, and Doug Mikkonen, Senior VP & Senior Trust Officer, will share perspectives on onshore and offshore asset protection strategies, as well as privacy considerations under U.S. trust law. Date & Time: Wednesday, March 25, 2026 from 9:00 AM to 11:00 AM Bridgeford Trust Company is proud to once again sponsor STEP New York’s 21st Annual International Estate Planning Institute, taking place at the Marriott Marquis Times Square. This premier event brings together leading professionals to discuss cross-border planning developments with a U.S. component. David Warren and Doug Mikkonen will be in attendance throughout the conference, including the pre-institute cocktail reception, and will be available at our table during the event. If you’re attending, be sure to stop by to connect with us. Bridgeford Trust Company and Affinity, a global corporate services provider supporting private wealth and asset structuring, are hosting a networking reception during the Palm Beach International Boat Show. Sydney Warren will be attending along with the Affinity team and looks forward to welcoming guests for an evening of conversation during this exciting week in Palm Beach. Date & Time: Thursday, March 26, 2026 from 4:00 PM – 6:00 PM Bridgeford Trust Company is pleased to sponsor the 4th edition of the International Private Client Conference (IPCC): Miami Global 2026, which is held at the Loews Coral Gables Hotel and brings together professionals focused on international private client, tax, and cross-border wealth planning. Sydney Warren and Ozzy Martinez, Trust Officer at Bridgeford Trust Company and Managing Director of Bridgeford Global, will be at our exhibit table throughout the day. We would welcome the chance to meet if you are planning to attend. We always value the opportunity to spend time with the advisors and professionals we work with across the country and internationally. If you’ll be attending any of these events, or will be in the area, please feel free to reach out to coordinate time to connect. Follow Bridgeford Trust Company on LinkedIn for event updates, or reach out directly at (605) 224-9189 or via our contact form. The post Bridgeford’s Upcoming Industry Events: March and April appeared first on Bridgeford Trust Company. | |
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