Delivering Direction and Control
Podcast by Bridgeford Trust Company
Episodes
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.
Together, David and...
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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 protecting families of wealth ...
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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 professionals engage in meaningful conv...
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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, this episode explores the intricacies...
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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 process, brings portfol...
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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 in shaping our approach...
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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 focuses on the current poli...
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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 Consultants.
As David an...
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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.
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 27, 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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October 31, 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 29, 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 27, 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...
Mark as Played
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