Bridgeford Trust Company

10/16/2026

We enjoyed another great event in Orange County last week at the Newport Beach Chamber of Commerce’s 2027 Economic Forecast!

This highly anticipated annual program once again drew business leaders from across the region to hear timely insights on the economic outlook and trends shaping the year ahead.

Thank you to the Newport Beach Chamber of Commerce for bringing together such a strong group of professionals, and to everyone who joined David Warren and Sydney Warren at the Bridgeford table!

10/15/2026

Bridgeford is heading to Switzerland next week! David Warren, Co-Founder & Chairman of Bridgeford Trust Company, will be speaking at Pepperdine University's Global Family Office Summit on October 19, exploring the history and evolution of trust law, modern U.S. trust planning opportunities, and cross-border considerations for internationally connected families.

While in Switzerland, we're also looking forward to connecting with colleagues and friends in Zurich! Join us for drinks and conversation on Thursday, October 22 at 5:00 PM at Almodobar, alongside our friends at UMA Wealth Group, BFI Infinity, and Trusted Advisor Association.

Learn more about both events and how to connect: https://bridgefordtrust.com/david-warren-pepperdine-global-family-office-summit-switzerland/

David Warren will speak at Pepperdine University's Global Family Office Summit in Switzerland and host a Zurich gathering on October 22.

10/13/2026

Bridgeford was proud to sponsor the Orange County Business Journal’s 2026 Innovator of the Year Awards, celebrating the individuals and organizations driving innovation across Orange County. Sydney Warren served as a judge, and she and David Warren enjoyed connecting with attendees throughout the event.

Congratulations to this year’s honorees and award recipients, and thank you to the Orange County Business Journal for another outstanding event!

10/09/2026

For families that own or are considering the purchase of a yacht or private aircraft, how these assets are structured can be just as important as the acquisition itself. In our latest article, we explore how South Dakota trusts can support asset protection, privacy, flexibility, and long-term succession planning for these unique assets.

And if you're attending the Fort Lauderdale International Boat Show later this month, we invite you to join Bridgeford Trust Company and Affinity for Cocktails at the Marina on October 29! 🥂

Read the article and find event details here:

10/02/2026

A new episode of our Delivering Direction & Control podcast is now available!

In this episode, David Warren sits down with Lauren Klein, Co-Founder & Attorney at Flourish Law Group, PLLC, to explore a more personalized approach to estate planning—one centered on education, empowerment, and understanding the unique needs of each family.

Their conversation covers special needs trust planning, probate avoidance, privacy, and estate planning education, before turning to Lauren’s work with Legal + Wealthy™ and a broader discussion around wealth building, mental health, and well-being within the legal profession.

Watch or listen to the episode: https://bridgefordtrust.com/podcast/episode-62-empowered-planning-rethinking-estate-planning-wealth-and-well-being-with-lauren-klein/

09/30/2026

We’re excited to share a closer look at our new website!

Designed to better reflect who Bridgeford is today, bridgefordtrust.com brings together our independent, conflict-free approach to trust and fiduciary services, the advantages of South Dakota’s modern trust laws, and a growing library of educational resources and insights—all in a more streamlined experience.

Take a look around and explore what’s new! bridgefordtrust.com

09/28/2026

Bridgeford is heading to Orange County for two upcoming events!

We’re proud to sponsor the Orange County Business Journal's 2026 Innovator of the Year Awards on October 7 and the Newport Beach Chamber of Commerce's 2027 Economic Forecast on October 9.

If you’ll be in the area, we’d love to connect — and we have opportunities for guests to join us at our tables. Read more about both events and how to join us: https://bridgefordtrust.com/bridgeford-california-orange-county-events/

Bridgeford will sponsor two upcoming Orange County events this fall, including the 2026 Innovator of the Year Awards and 2027 Economic Forecast.

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!