Delivering Direction and Control
Podcast by Bridgeford Trust Company
Episodes
June 22, 2026 • 37 mins
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 Canterbury has remained independent since its founding in 1988, reflecting many of the same principles that have guid...
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May 12, 2026 • 42 mins
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 United States and internationally, Josh shares insights on domestic and offshore asset protection strategies, cr...
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April 27, 2026 • 58 mins
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. Together, they discuss the evolving role of trust and estate planning in a rapidly changing world and what it means to deliver pr...
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March 24, 2026 • 45 mins
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 opportunity across emerging sectors.
Andy shares how Affinity has evolved from its roots in luxury asset structuring,...
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March 2, 2026 • 41 mins
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 business organization.
Steve shares his personal path from real estate law and entrepreneurship to public servi...
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January 29, 2026 • 58 mins
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 legal documents.
Yaasha shares the pivotal client story that shifted his career from patent law to estate and l...
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December 30, 2025 • 28 mins
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Alex Segal – Partner at Silberman Zaretsky PC – to explore the highly nuanced world of trust and estate planning for visual artists.
Alex shares how his practice focuses on representing painters, sculptors, and conceptual artists, and why traditional estate planning approaches often fall short for this uni...
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In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Moe Soleiman – Private Client Advisor at Henley & Partners – the global leader in residence and citizenship planning for internationally mobile entrepreneurs and families.
Against a backdrop of geopolitical uncertainty, shifting perceptions of the United States, and growing concern about asset protect...
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October 16, 2025 • 29 mins
In this episode, David Warren – Co-Founder/Chairman of Bridgeford Trust Company – sits down with Heath Goldman – President/CEO of ICON Wealth and Legacy Partners – for a conversation on how insurance planning is evolving in today’s chaotic world.
From Heath’s unexpected pivot from law school to wealth planning, to decades spent helping ultra-successful families rethink liquidity, legacy, and ris...
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September 17, 2025 • 36 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Matthew Hoffman, Founder of Trusted Advisor, an exclusive network for advisors to high-net-worth clients in entertainment, music, and pro sports worlds, of which Bridgeford is a proud member.
Listen in as Matthew shares his entrepreneurial journey from architecture and technology startups to creating Trusted Advisor, an ...
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Mark as Played
July 8, 2025 • 46 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Justyn Volesko – Partner and Co-Head of Family Office at Cerity Partners – for an insightful discussion on redefining the modern family office.
Justyn shares his career journey, from his time at Goldman Sachs to the big ideas that drove him to launch AJ Wealth, and ultimately his decision to join Cerity Part...
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April 21, 2025 • 47 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Ed Barone, Business Wealth Advisor at Evergreen Exits (EGexits.com), a specialized division of Evergreen Wealth Solutions. With deep expertise in business transitions and a strong fiduciary focus, Ed’s team is dedicated to helping business owners plan successful exits aligned with their financial and legacy goals.
T...
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March 30, 2025 • 41 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Tom Rogerson – President & CEO of GenLegCo. Inc. – a recognized leader in family governance. Tom shares how his approach to wealth planning emphasizes preparing families for wealth, rather than just preparing wealth for families, offering guidance on navigating financial responsibilities and ultimately pr...
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January 27, 2025 • 28 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – talks with Ralph Adamo – President & CEO of Integrity Wealth Management – about his role and impressive work as the founder of Orange County’s Chapter of Advisors in Philanthropy and board member of The International Association of Advisors in Philanthropy, where he helped create a platform to help financial profe...
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November 24, 2024 • 43 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – reconnects with Callan Family Office, speaking with Lisa Clifford and Jeff Getty, Co-Managing Directors of the company’s Business & Transaction Advisory Practice. Following Callan Family Office’s first podcast appearance, which introduced the company’s unique approach to investment management and philanthropy, thi...
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October 3, 2024 • 35 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Jonathan Williams – Partner at Summit Trail Advisors. Jon’s team specializes in working with business owners, entrepreneurs, executives, and private foundations to create tailored financial strategies, acting as an outsourced family office. Their personalized approach, combined with a sophisticated investment...
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August 22, 2024 • 34 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with David Hammarberg, Partner at McKonly & Asbury. David Hammarberg has been an integral part of Bridgeford’s family of companies from the start, serving as our outsourced IT Director. With his extensive expertise in information technology, cybersecurity, and overall company security, he has played a crucial role i...
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July 29, 2024 • 58 mins
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – interviews Enrique Hernandez-Pulido and Raúl Villarreal Garza – Partners at Procopio, an AmLaw 200 corporate and litigation law firm. Enrique and Raúl share insights into Procopio’s success and their diverse backgrounds, contributing to a remarkable team of attorneys with licenses in the U.S. and abroad.
The discussion foc...
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In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Michael Parker – Managing Director at Insight Consultants, an award-winning communications consultancy in Dublin, Ireland. Michael shares his journey through various senior positions in politics and business, detailing how these experiences shaped his entrepreneurial focus and led to the founding of Insight Consult...
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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.
Tog...
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Mark as Played
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