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Delivering

Direction and Control

Bridgeford Global operates as the worldwide planning entity within the Bridgeford family of companies, promoting the power of U.S. modern trust law and South Dakota-based fiduciary solutions through Bridgeford Trust Company, as well as providing offshore fiduciary services and sophisticated insurance solutions.

Who We Are What We Do

“The choice of a state in which to establish a trust is as critical as the decision to create one.”

A New Wealth Management Service Paradigm: Delivering Direction and Control

With an independent, full-service trust company with South Dakota trust powers and Florida licensed insurance company, Bridgeford’s family of companies provides fiduciary services and insurance planning solutions to domestic and international families.

Through deliberately selecting South Dakota over other top-tier U.S. trust jurisdictions for its trust charter, Bridgeford leverages that state’s industry leading modern trust laws and represents a new and emerging wealth management service paradigm built around delivering direction and control to settlors of trusts, beneficiaries, and their advisors.

SPEED at which we efficiently operate and interact

EXPERT in South Dakota law surrounded by advisors providing greater attention to detail

CREATIVE minds that think outside the box and provide new perspectives

Our Services

Asset Protection Trusts

Asset Protection Trusts
A powerful protection tool that lets our clients shield assets from third party liability and lawsuits, while retaining control over trust assets.

Decanting

Decanting
Decanting distributes assets from an irrevocable trust to a new trust with different, and presumably more desirable and flexible terms.

Foreign Grantor Trust

Foreign Grantor Trust
A Foreign Grantor Trust may be established as a “foreign” trust for U.S. tax purposes and, therefore, treated the same as an offshore trust, while availing itself of powerful U.S. trust laws.

Privacy Trust Laws

Privacy Trust Laws
Privacy trust laws have always been of paramount concern to wealthy families and is one of the primary reasons why billions have been and are being moved into South Dakota.

Private Placement Life Insurance

Private Placement Life Insurance
PPLI is a powerful wealth planning tool used by family offices and high-net worth individuals to invest in a tax efficient manner and transfer wealth to future generations more effectively.

Tax Planning

Tax Planning
South Dakota’s no state income tax status allows for specific planning areas that could result in substantial tax savings, extending over multiple generations.

South Dakota Advantage

Bridgeford’s family of companies delivers far more control to clients and their advisors than ever before
because of South Dakota’s progressive and modern trust laws.

Asset Protection Trusts

Community Property Trusts

Decanting

Directed Trusts

Fiscal Soundness

Privacy Trust Laws

Purpose Trust

Special Purpose Entity

Trust Protector

Tax Planning

View this chart comparison of the leading U.S. trust jurisdictions, with a particular emphasis on areas that clearly distinguish South Dakota as the best U.S. trust jurisdiction in the overall analysis.

Our Blog

News

Bridgeford to Sponsor and Speak at Upcoming Events

Bridgeford is looking forward to being at various events all over the country in April and May! In addition to being a sponsor or speaker at these can’t miss events, we’d love to meet with our friends and colleagues in all of these areas! Read…

News

Introducing Bridgeford Global and Mariano Marco: Solidifying Bridgeford’s Presence Internationally

In today’s rapidly evolving and dynamic cross-border planning landscape, the U.S. has emerged as both a privacy and tax “haven” for international families, creating increased demand for U.S. trust solutions specifically in top-tier jurisdictions…

trust-situs-international-families-podcast

News

Podcast Episode 38 – South Dakota as the Preferred Trust Situs for International Families with Stefan Szwarc

Episode 38 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Stefan Szwarc – Partner…

nyc-international-estate-planning-institute

News

Bridgeford to Sponsor 19th Annual International Estate Planning Institute in NYC

Bridgeford Trust Company is once again proud to sponsor the 19th Annual International Estate Planning Institute, presented by the New York State Bar Association (NYSBA) and STEP New York. Taking place on March 14-15, 2024, at the New York Hilton…

News

Federal Court Rules Corporate Transparency Act Unconstitutional

The Corporate Transparency Act (CTA), created and implemented by the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN), became effective January 1, 2024. The CTA aims to enhance corporate transparency in an effort…

News

Podcast Episode 37 – Corporate Transparency Act Reporting and a “Single Source of Truth” with Mike Montali

Episode 37 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Mike Montali – CEO…

News

Bridgeford to Sponsor STEP Orange County’s 2024 Institute

Bridgeford Trust Company is proud to be the title sponsor of STEP Orange County’s 12th Annual Institute on Tax, Estate Planning, and the World Economy! Taking place on February 15-17, 2024, at the Balboa Bay Club in Newport Beach, California,…

News

Podcast Episode 36 – The Fiduciary Era for Life Insurance with Steven Zeiger

Episode 36 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Steven Zeiger – Managing…

News

STEP Silicon Valley’s February Meeting: Bridgeford to Speak on Modern Trust Law and Jurisdiction Selection

Bridgeford Trust Company is looking forward to being the featured speaker at STEP Silicon Valley’s February meeting, scheduled for Thursday, February 22, 2024, in Palo Alto, California. If you’re in the area, we invite you to join us for…

News

Bridgeford to Sponsor FICPA and Florida Bar International Tax Conference

Bridgeford Trust Company is looking forward to sponsoring the 42nd Annual International Tax Conference, hosted by the Florida Institute of Certified Public Accountants and the Florida Bar Tax Section, taking place on January 18-19, 2024, at…

News

Podcast Episode 35 – Asset Protection, Offshore Trusts, and Fiduciary Duty with Craig Redler

Episode 35 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Craig Redler – Attorney…

News

The Death of INGs in California: Video Presentation Available

For those of you who couldn’t join us in California for our recent presentation on the Death of INGs, we invite you to watch the full recording of this presentation that discusses California’s move to abolish incomplete non-grantor (ING)…

Delivering Direction and Control

“The choice of a state in which to establish a trust is as critical as the decision to create one.”

A New Wealth Management Service Paradigm: Delivering Direction and Control

Our Services

South Dakota Advantage

Featured Videos

Independent v. Institutionalized Trust Companies

Asset Protection and Privacy in an Era of Emerging Reporting Regimes

Host Services for Trust Companies

Modern U.S. Trust Law: Asset Protection and Privacy in a Transparent World

Primer on Working with Ultra-High-Net-Worth Family and Family Offices

Selecting the Proper U.S. Trust Jurisdiction: Is There a Fiduciary Duty?

Our Blog

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Delivering

Direction and Control