Delivering Direction and Control

Delivering Direction and Control

Podcast by Bridgeford Trust Company

Episodes

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Understanding the impact and vital importance of true and accurate information regarding the recent release of the Pandora Papers, Bridgeford Trust Company – in an effort to tell the rest of the story and clarify the facts – organized and produced this very timely and informational podcast with Terry Prendergast, one of South Dakota’s leading and most prolific trusts and estates and trust company attorneys with Davenport Evans. I...
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In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Jeana Goosmann – Attorney, CEO, Founder and Managing Partner of Goosmann Law Firm – for a discussion on Jeana’s role as “The CEO’s Attorney.” Jeana’s legal business and litigation experience guide CEOs through their most important legal matters, helping them make the wisest business decisions the law can offer, making her legal...
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In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company - announces the creation and launch of Bridgeford International, a sister company operating globally to promote the power of U.S. modern trust law and sophisticated planning solutions for international families. David also introduces Helmer Arizmendy who has joined the Bridgeford Team to lead Bridgeford International as President focusing on Bridgef...
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