このポッドキャストについて 🔗
Bridgeford Trust Company’s Delivering Direction & Control podcast was developed to educate, challenge, and inspire listeners through engaging conversations about trust and estate planning, emerging planning strategies, and the evolving world of modern trust law.
Hosted by David Warren, Co-Founder and Chairman of Bridgeford Trust Company, the podcast features discussions with attorneys, wealth advisors, industry leaders, and other experts in the trust planning arena. Together, they explore emerging trends, legislative developments, sophisticated planning strategies, and the unique opportunities available through South Dakota’s progressive trust laws.
From asset protection and dynasty trusts to directed trusts, international trust planning, and multigenerational wealth preservation, each episode offers valuable insights and practical perspectives for families and their advisors across the country and around the world.
Our goal is to keep listeners informed, challenge traditional approaches to trust planning, and explore strategies that deliver far more direction and control to clients and their advisors than ever before.
Hosted by David Warren, Co-Founder and Chairman of Bridgeford Trust Company, the podcast features discussions with attorneys, wealth advisors, industry leaders, and other experts in the trust planning arena. Together, they explore emerging trends, legislative developments, sophisticated planning strategies, and the unique opportunities available through South Dakota’s progressive trust laws.
From asset protection and dynasty trusts to directed trusts, international trust planning, and multigenerational wealth preservation, each episode offers valuable insights and practical perspectives for families and their advisors across the country and around the world.
Our goal is to keep listeners informed, challenge traditional approaches to trust planning, and explore strategies that deliver far more direction and control to clients and their advisors than ever before.
ホスト:
更新頻度:
monthly
平均音声長:
39 minutes
ゲストインタビュー
英語
アメリカ合衆国
62 エピソード
2019年1月31日から
episodic
最新エピソード 🔗
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Paul Fabiano – Attorney-At-Law at PTF Legal – for a conversation that reaches back to Bridgeford’s earliest days. Paul played an important role in bringing Bridgeford its first trust relationship, b…
以前のエピソード 🔗
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Lauren Klein – Co-Founder and Attorney at Flourish Law Group, PLLC – to discuss a more personalized approach to estate planning centered on education, empowerment, and understanding the unique needs…
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Skyler Wanberg – Executive VP, Legacy Funding at Leverage Capital Partners – for a conversation on innovative premium funding strategies and the role life insurance can play in sophisticated legacy …
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Jeff Llewellyn – Private Client Advisor and Principal at Rockwood Wealth Management – for an important conversation on Special Needs Trusts and the highly specialized planning required to support in…
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Jason Levey – Chief Executive Officer of Canterbury Consulting – to discuss the evolving landscape of investment consulting, family wealth planning, and independent advice.
Jason shares how Cante…
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 …
In this episode, David Warren – Co-Founder and 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. Toget…
In this episode, David Warren – Co-Founder and 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 opport…
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Steve Rosansky – President and CEO of the Newport Beach Chamber of Commerce – for a thoughtful conversation on leadership, community commitment, and what it takes to build (and rebuild) a thriving b…
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Yaasha Sabba – Chief Counsel at Sky Unlimited Law and a nationally recognized Personal Family Lawyer® – to explore Wealth 3.0: a more modern, integrated approach to planning that goes far beyond l…
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