In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Christian Graham – Director of Relationship Management at GlobeTax – for a discussion on foreign tax recovery and the specialized services GlobeTax provides to enable all financial industry participants to benefit from the recovery of over-withheld taxes.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company– sits down with guest, Jamie Vrijhof-Droese – Managing Partner at WHVP – for a discussion on WHVP’s origins, focus, and services as well as their work with U.S. citizens. David and Jamie go on to discuss the COVID crisis and its impact on their investment approach.

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guests from Cresset Capital Management, Avy Stein - Founder & Co-Chairman - and Sarah Simon - Director, Wealth Strategist & Wealth Advisor – for a discussion around Cresset’s vision on reinventing wealth management, and, very much like Bridgeford, embracing a totally new wealth management paradigm. This episode also explores how Cresset leads with planning and surrounds clients with a full team to serve them and offer big ideas such as South Dakota’s trust capabilities in terms of tax planning, asset protection, and modern trust laws.

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guest, William Blum - Partner & International Tax and Business Lawyer at Solomon Blum Heymann - for a discussion on his experience and expertise on the Virgin Islands as a tax haven and its asset protection capabilities, as well as the impact of CRS and FACTA. William also speaks on the influx of international families coming to America and how it has impacted his practice.

In this episode, David Warren - Co-Founder and Chairman of Bridgeford Trust Company - sits down with guest, Gideon Rothschild - Partner and Co-Chair of Moses & Singer’s Trusts and Estates and Asset Protection practices - for an intriguing discussion on asset protection, including the debate among practitioners, domestic vs offshore asset protection, as well as the factors, issues and planning strategies available to international families in the United States.

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guest Marty Jackley - current Partner at Gunderson, Palmer, Nelson, and Ashmore, who has also served as South Dakota’s Attorney General, United States Attorney for South Dakota, and Chairman of the Nation’s Attorneys General. David and Marty’s discussion includes background on his work as a prosecutor, Marty’s campaign for Governor of South Dakota, as well as his Supreme Court Practice with Wayfair and work on the Kaestner case.

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guest Dr. Daniel Kim - Founder and President of Sweetwater Digital Asset Consulting, LLC - for an intriguing discussion on cryptocurrency, including the history of this asset class and how to identify a quality cryptocurrency project. This episode also includes Dr. Kim’s take on the research and advisory services available that provide investors guidance in considering cryptocurrency exposure for their portfolios.

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guest Jonathan Gopman – Partner & Chair of Akerman’s Trusts and Estates Practice at the time of this recording (currently, Jonathan is a Partner at Nelson Mullins) – for part 2 of our discussion focused on the international trust space including asset protection, cryptocurrency, privacy concerns, and more.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest Jonathan Gopman – Partner & Chair of Akerman’s Trusts and Estates Practice at the time of this recording (currently, Jonathan is a Partner at Nelson Mullins) – for a discussion on the Kaestner case, Community Property Trusts, and Directed Trusts.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest William Lipkind – Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice – for Part 2 of a discussion on Incomplete Non-Grantor Trusts along with the Kaestner case and the concept around undistributed trust income.