Delivering Direction and Control
Podcast by Bridgeford Trust Company
Episodes
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with previous guest, Geralda Kral – Managing Director and Group Partner at UMA Wealth (Switzerland) AG, a private client and family wealth consultancy group. Joining them is a new guest to our podcast, Michael Donev – Private Banking Advisor at BFI Infinity Inc., an independent Swiss investment advisory firm.
Together, they offer an ins...
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April 16, 2024 • 33 mins
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – announces the launch of Bridgeford Global, the newest addition to the Bridgeford family of companies.
Operating as the worldwide planning entity within our family of companies, Bridgeford Global is poised to meet the evolving needs of international families and their advisors with innovative solutions and unmatched expertise.
David also introduce...
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In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Stefan Szwarc – Partner at the South Dakota law firm of Halbach | Szwarc Law Firm. Stefan's unique journey from financial advisor to attorney lends him a comprehensive perspective on crafting effective plans for clients. The episode delves into the establishment of Stefan's new law firm, set to mark its first anniversary, hig...
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February 15, 2024 • 46 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Mike Montali – CEO of Harbor Compliance. Listeners will discover the fascinating journey of Harbor Compliance, from inception to their exponential growth in becoming a leading provider of compliance solutions for businesses and nonprofit organizations. Their purpose-built software platform and managed services are designed to...
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January 25, 2024 • 38 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Steven Zeiger – Managing Director of KB Financial. Steven utilizes the only patented prudent processes for life insurance selection and retention and joins David for an intriguing discussion on the legal guidance on life insurance illustrations from FINRA, the UPIA, adjudicated lawsuits, NYS DFS, the CFP Board and the NAIC. S...
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December 28, 2023 • 38 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Craig Redler – Attorney and Asset Protection Specialist. Craig has over twenty years of estate planning experience and has held positions all over the world including stints with Amicorp in its offices in Auckland, New Zealand and Miami, Florida, as well as Southpac Trust International, Inc. in its offices in the Cook Islands...
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November 1, 2023 • 44 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with returning guest, William Lipkind – Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice. Bill concentrates his practice in the areas of wealth preservation, asset protection, and state and federal income taxation and joins David for an intriguing discussion on incomplete non-grantor (ING) trusts and C...
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September 28, 2023 • 51 mins
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 financial and legislative produ...
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August 24, 2023 • 49 mins
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 conversation, we learn more about the Cal...
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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 lens.
With a track record of facilita...
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May 30, 2023 • 52 mins
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.
During their conversation, Judge Ri...
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April 28, 2023 • 49 mins
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 to UMA Wealth, which she co-founde...
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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 and organizations to direct procure...
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January 25, 2023 • 24 mins
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 rising inflation, rising interest rates...
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December 16, 2022 • 59 mins
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 2009, immersing himself in economic ...
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October 25, 2022 • 38 mins
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 specialty in navigating divorce and ...
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October 4, 2022 • 41 mins
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 family office services that foc...
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August 16, 2022 • 39 mins
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 unique planning solution, David ...
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July 12, 2022 • 25 mins
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 leaks and how to keep information sa...
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June 22, 2022 • 27 mins
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 CRS, FATCA, and the Corporate Trans...
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