Delivering Direction and Control

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Reuben Tylor – Founder & Director of Trustees & Fiduciaries (Cook Islands) Ltd – who has been providing legal services to the offshore industry since 1987 and is a true thought leader in asset protection. The conversation begins with a discussion on Reuben’s work and the development of various...

In this episode, David Warren – Co-Founder/Chairman of Bridgeford Trust Company – sits down with guests from Callan Family Office, including Jack Ginter, CEO/Partner; Doug Getty, Investment Management/Partner; and Betty Pettine, Director of Philanthropic Consulting. Callan Family Office delivers independent and objective counsel to families, foundations, and institutions, and during their conversa...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Tina Lovejoy – Founder & Facilitator at Frameworks Facilitation – who draws from her background in opera, writing, and consulting to facilitate sessions for families and train advisory teams in family dynamic issues impacting estate and succession planning issues through a language-centric len...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Judge Patrick Riley, who’s impressive career began as a young lawyer in the DA’s office, then started his own law firm where he became a prolific civil and criminal litigator doing both plaintiff and defense work followed by his appointment as judge and finally his focus on trustee services. D...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Geralda Kral – Managing Director & Group Partner at UMA Wealth (Switzerland) AG. With over 19 years working with high-net-worth families, assisting with succession planning, asset protection, and corporate structuring, Geralda talks about her transition from a big international trust company t...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with returning guest, Jonathan Gopman – Partner at Nelson Mullins – and a new guest, Mark Sims – President of Madison Insurance Group. The focus of the conversation is Madison Insurance Group’s pioneering risk management strategy, Private Insurance. Mark talks about how this strategy enables businesses an...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, David James – Advisor & Managing Director at Coastal Bridge Advisors, a wealth management firm built to help uncomplicate clients’ financial lives. During their conversation, David James discusses how challenging 2022 was for most traditional stock and bond markets due to factors such as risin...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, James “Jimmy” Adams – Chief Investment Officer at Lighthouse Wealth Management and author of "Waffle Street: The Confession and Rehabilitation of a Financier." After the market collapse in the Global Financial Crisis, Jimmy decided to go “back to basics” and wait tables at a Waffle House in 20...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Kimberly Nelson – Advisor at Coastal Bridge Advisors – to discuss the special place that Coastal Bridge has in the wealth management industry and how they utilize the boutique nature of their firm to offer an uncomplicated advisory approach for clients. David and Kim go on to talk about her sp...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guests from Copper Beech Financial Group, including John Parise, Managing Partner, and Michael Parise, Supervisory Principal. During their conversation, we learn more about Copper Beech’s mission to help families protect, preserve, and grow their wealth. Copper Beech acts as a family CFO and provides...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Tate Johnson – President & 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...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – is back with guest, Joseph Kellogg – Partner & 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 l...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Joseph Kellogg – Partner & 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...

Understanding the impact and vital importance of true and accurate information regarding the recent release of the Pandora Papers, Bridgeford Trust Company – in an effort to tell the rest of the story and clarify the facts – organized and produced this very timely and informational podcast with Terry Prendergast, one of South Dakota’s leading and most prolific trusts and estates and trust company...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Jeana Goosmann – Attorney, CEO, Founder and Managing Partner of Goosmann Law Firm – for a discussion on Jeana’s role as “The CEO’s Attorney.” Jeana’s legal business and litigation experience guide CEOs through their most important legal matters, helping them make the wisest business decisions...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Dr. Thomas Dieters – President of Charitable Gift America (CGA) – for a detailed discussion on philanthropic planning, including the complexities and challenges people face, and how CGA’s services and partnership with Bridgeford Trust Company has simplified this elite level of planning.

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company – sits down with guests Nancy Golding - Global Chair of STEP – and Ceci Hassan - Chair of STEP Miami (positions held at the time of the recording). During this discussion, we learn more about STEP and STEP Miami and their great success in inspiring confidence in families planning for their futures. David, Nancy, and...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Ann Zuraw – President of Zuraw Financial Advisors – for a discussion on her background and how it has shaped her firm’s investment strategy, values and commitment to serving and empowering women to take active roles in their own financial future. David and Ann also discuss modern trust laws an...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Martín Litwak – Founder and CEO of Untitled. Martín is a lawyer, entrepreneur, author, speaker and experienced subject matter expert and this episode explores his work with international families and wealth structuring, wealth preservation, and fund structuring. Martín is also CEO of Smart Str...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Christian Graham – Director of Relationship Management at GlobeTax – for a discussion on foreign tax recovery and the specialized services GlobeTax provides to enable all financial industry participants to benefit from the recovery of over-withheld taxes.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company– sits down with guest, Jamie Vrijhof-Droese – Managing Partner at WHVP – for a discussion on WHVP’s origins, focus, and services as well as their work with U.S. citizens. David and Jamie go on to discuss the COVID crisis and its impact on their investment approach.

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guests from Cresset Capital Management, Avy Stein - Founder & Co-Chairman - and Sarah Simon - Director, Wealth Strategist & Wealth Advisor – for a discussion around Cresset’s vision on reinventing wealth management, and, very much like Bridgeford, embracing a totally new wealth management paradigm. T...

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guest, William Blum - Partner & International Tax and Business Lawyer at Solomon Blum Heymann - for a discussion on his experience and expertise on the Virgin Islands as a tax haven and its asset protection capabilities, as well as the impact of CRS and FACTA. William also speaks on the influx of int...

In this episode, David Warren - Co-Founder and Chairman of Bridgeford Trust Company - sits down with guest, Gideon Rothschild - Partner and Co-Chair of Moses & Singer’s Trusts and Estates and Asset Protection practices - for an intriguing discussion on asset protection, including the debate among practitioners, domestic vs offshore asset protection, as well as the factors, issues and planning stra...

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guest Marty Jackley - current Partner at Gunderson, Palmer, Nelson, and Ashmore, who has also served as South Dakota’s Attorney General, United States Attorney for South Dakota, and Chairman of the Nation’s Attorneys General. David and Marty’s discussion includes background on his work as a prosecuto...