 Independent, full-service trust company with South Dakota trust powers 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!
Women Shaping Business Today: Perspectives That Matter – March 19 (Newport Beach)
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
Location: Lido House – 3300 Newport Blvd., Newport Beach, CA
Register: Click here to RSVP.
STEP NY Breakfast – March 25 (New York City)
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
Location: The Smith – Midtown, New York, NY
Register: Click here to RSVP
STEP NY’s International Estate Planning Institute – March 25-27 (New York City)
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.
Bubbles by the Boats – March 26 (West Palm Beach, FL)
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
Location: Malka Palm Beach (209 6th Street, West Palm Beach, FL 33401)
Register: RSVP to info@bridgefordtrust.com.
IPCC Miami Global 2026 – April 24 (Coral Gables, FL)
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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