Bridgeford Trust Company

09/24/2026

🗽 We’re excited to announce the launch of Bridgeford NYC, a new office established by our sister company, Bridgeford Advisors (dba Bridgeford), in the heart of Midtown Manhattan!

Located near Bryant Park, Bridgeford NYC continues Bridgeford’s strategic growth in key markets across the country while strengthening our connection with families and advisors throughout New York and the broader Northeast.

We look forward to celebrating this exciting milestone with a special event on November 4 and hope you can join us!

Read more about Bridgeford NYC and register for our launch event:
bridgefordtrust.com/bridgeford-nyc/

Bridgeford announces the launch of Bridgeford NYC, expanding its presence in New York and bringing the power of South Dakota trust planning to families and advisors.

09/18/2026

Sydney Warren and Ozzy Martinez are in São Paulo for the 2026 STEP LatAm Conference!

It has been a great opportunity to exchange ideas and discuss the evolving planning needs of cross-border families, including trust jurisdiction selection, South Dakota’s modern trust laws, and independent trust and fiduciary services.

If you’re attending STEP LatAm, there’s still time to stop by Bridgeford’s exhibit table and connect with our team!

09/15/2026

At 2026 in Atlanta, Bridgeford’s Co-Founder & Chairman, David Warren, joined Loren Wengerd of Integrity Financial Corporation and moderator Sommer Keplar of the Institute for Portfolio Alternatives for a panel discussion, Beyond the Exchange: PPLI, PPVA & the Insurance-Wrapper Playbook.

The conversation explored the intersection of PPLI and PPVA, alternative investments, and sophisticated trust planning, including the importance of trust situs selection and how modern trust laws can support long-term objectives.

Thank you to the Institute for Portfolio Alternatives for the opportunity to be part of this year’s conversation and to everyone who joined us for the session!

09/11/2026

Bridgeford Trust Company is proud to once again sponsor the sold-out STEP LatAm Conference, taking place September 16-18 in São Paulo, Brazil!

Sydney Warren and Ozzy Martinez will be on-site throughout the conference. Stop by our exhibit table to meet the team and learn more about Bridgeford’s independent approach to trust and fiduciary services for internationally connected families and their advisors.

If you’d like to connect during the conference, feel free to reach out to Sydney or Ozzy ahead of time!

09/09/2026

Today, Bridgeford’s Co-Founder and Chairman, David Warren attended the 2026 Orange County Executive Forum & Leadership Awards, where he was recognized as a shortlisted nominee among an impressive group of Orange County business leaders.

It was an honor for David to be included among this year’s finalists, and we congratulate the distinguished leaders selected as honorees!

Learn more about David’s nomination: https://bridgefordtrust.com/david-warren-named-orange-county-executive-awards-nominee/

08/28/2026

A new episode of our Delivering Direction & Control podcast is now available! In it, David Warren sits down with Skyler Wanberg, Executive VP, Legacy Funding at Leverage Capital Partners, to compare traditional premium financing with an alternative model that uses existing assets and customized funding structures to fund large life insurance policies.

Through examples involving professional athletes, business owners, and multigenerational families, they explore how these strategies may support estate tax planning, tax-advantaged income planning, and long-term wealth preservation.

🎧 Listen: https://bridgefordtrust.com/podcast-episode-61-leveraging-capital-rethinking-premium-financing-legacy-planning-skyler-wanberg/
🎥 Watch: https://youtu.be/YLco8s3FBgM?si=XrBqVG9pd2hKU4Mm

08/27/2026

Bridgeford is in Santa Clara for the 22nd Annual Jerry A. Kasner Estate Planning Symposium!

David Warren and Sydney Warren are representing Bridgeford throughout the two-day symposium and enjoying the opportunity to connect with fellow estate planning professionals.

If you’re attending, be sure to stop by the Bridgeford booth to say hello and meet our team!

08/24/2026

We are looking forward to the 22nd Annual Jerry A. Kasner Estate Planning Symposium later this week in Santa Clara, California!

As a sponsor and exhibitor, David Warren and Sydney Warren will be representing Bridgeford throughout the event and look forward to connecting with attendees.

If you’ll be attending, stop by our booth to learn how Bridgeford’s independent, conflict-free approach and South Dakota’s progressive trust laws can support sophisticated planning for families and their advisors.

08/21/2026

We’re proud to share that David Warren, Bridgeford’s Co-Founder and Chairman, has been named a 2026 Miami Titan 100 Honoree: https://bridgefordtrust.com/david-warren-named-2026-miami-titan-100-honoree/

The Titan 100 recognizes Miami’s top CEOs and C-level executives who demonstrate exceptional leadership, vision, and passion within their organizations, industries, and communities.

This honor comes as Bridgeford continues to strengthen its presence in Miami and throughout Florida, building on its commitment to independent, conflict-free trust administration and collaboration with families and their advisors.

Congratulations to David and all of the 2026 Miami Titan 100 honorees! We look forward to celebrating in November. 🎉

08/20/2026

Bridgeford is in Chicago this week for the Pinnacle Study Group, where our Co-Founder & Chairman, David Warren presented “Modern Trust Laws: Delivering Direction & Control” to business and personal financial planners from across the country.

David explored how progressive trust laws have transformed trust planning, highlighting Dynasty Trusts, Asset Protection Trusts, Directed Trusts, privacy trust laws, and other modern tools—as well as the importance of selecting the right trust jurisdiction to achieve planning objectives.

Interested in learning more about these trust planning strategies or receiving a copy of David’s presentation? Reach out to our team to continue the conversation: https://bridgefordtrust.com/contact/