Finance Monthly Global Awards 2022 USA 83 www.finance-monthly.com AboutDavidA.Warren, JD David Warren is Co-Founder and Chairman of the Board of Bridgeford Trust Company, as well as a member of the Trust Administrative, Finance, and Audit and Risk Committees. He is also President and CEO of Bridgeford Advisors dba Bridgeford – a sister company operating throughout the country and around the world providing consultative, planning, business development, and marketing support to Bridgeford Trust Company. An attorney with nearly 25 years of professional experience practicing law and working in the financial services industry serving the trust and wealth management needs of high and ultra-high net worth families across the nation and around the world, David shapes Bridgeford Trust Company’s strategic growth domestically and globally, education content, and overall brand development. David speaks throughout the country and around the world on modern and progressive U.S. trust law topics, including asset protection, privacy, and the vital importance of proper trust jurisdiction selection, addressing several professional organizations and various audiences each year. AboutBridgefordTrustCompany Bridgeford Trust Company – with trust service offices in Sioux Falls and Pierre, South Dakota – is an independent South Dakota chartered trust company providing sophisticated fiduciary and risk management services to domestic and international families across the country and around the world. By deliberately chartering the trust company in South Dakota over other top-tier U.S. trust jurisdictions, Bridgeford represents a new and emerging wealth management paradigm committed to eliminating the conflicts of interest that permeate the traditional “bundled” approach to trust administration and asset management, while delivering more direction and control to settlors of trusts, beneficiaries, and their advisors than ever before. Bridgeford does not manage assets and therefore is a natural collaborator with asset managers, insurance professionals, and family offices. Built upon the most powerful and progressive fiduciary trust legislation in the nation, Bridgeford delivers compelling privacy, asset protection, and tax planning strategies to families and their advisors. Bridgeford traces its origins back to the descendants of James Ford Bell, the founder of General Mills, and was established as a private trust company to serve the various and complex trust and fiduciary needs of one of America’s largest and most prominent families. Over the past 25 years, Bridgeford Trust Company evolved into a public trust company serving the global ultra-high net worth and family office space. Leveraging over 125 years of combined legal, accounting, and trust administrative experience, our talented and growing staff of professionals is comprised primarily of JDs, CPAs, CFAs, and CTFAs. Bridgeford’s work and brand recognition has expanded tremendously because of its continued focus on providing objective, timely, and relevant educational content across multiple media platforms, including a widely followed podcast series, accentuating the sophistication of powerful modern trust law and risk mitigation solutions – particularly around asset protection, privacy, and tax planning – in addition to Bridgeford’s ability to deliver far more direction and control to families than ever before through the use of directed trusts, trust protectors, and family advisors. While all trust administration and corporate governance functions are performed and executed through our offices in South Dakota, planning, business development, and marketing activity is coordinated through Bridgeford Advisors, Inc. (dba Bridgeford) – a legally distinct sister company of Bridgeford Trust Company – with locations in Pennsylvania, Miami, and planned locations in Southern California and New York City. Continuing its expansion into the international space, Bridgeford Trust Company also launched Bridgeford International – also a legally distinct sister company – which is the global planning and sales engine for the Bridgeford family of companies, promoting the power of U.S. modern trust law and sophisticated risk planning solutions around the world, with a particular focus on Latin America. Co-Founder and Chairman of the Board | Bridgeford Trust Company David A. Warren Fiduciary & Trustee Services Advisor of the Year Bridgeford Trust Company Email: info@bridgefordtrust.com Tel: (605) 224-9189 Website: www.bridgefordtrust.com
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