Bridgeford Miami

David A. Warren, Co-Founder and Chairman of Bridgeford Trust Company and President and CEO of Bridgeford Advisors (dba Bridgeford) ­­— a sister company of Bridgeford Trust Company providing powerful trust planning to wealthy families across the United States and around the world — is extremely proud and enthusiastic to announce the launch of Bridgeford Miami! The Bridgeford Miami office is located at 1221 Brickell Avenue, Suite 900, Miami, Florida 33131 in the heart of Miami’s financial district, referred to as “Wall Street South” by Forbes Magazine.

Bridgeford’s expansion into South Florida is a natural progression given our company’s extensive work with advisors in the region and deep commitment to serving U.S. families, as well as Latin American and international families coming to the U.S. Since Bridgeford does not manage assets, and no trust administration will occur in Florida, Bridgeford is an integral partner for advisors and international families who have a desire to avail themselves of the power, sophistication, and flexibility of U.S. and in particular, South Dakota modern trust law — considered the best in the nation by many advisors and commentators around asset protection, privacy, and prudent tax planning.

To learn more about the power of South Dakota trust law, click here for a detailed information piece in English and click here for Spanish.

Many international trust companies have come to the U.S. and obtained trust powers in an attempt to capture the business of international families coming to America, with little understanding of U.S fiduciary law or regulatory requirements. However, Bridgeford has been a U.S./South Dakota trust company since its inception in 1993, with origins tracing back to serving the family that founded General Mills, one of America’s largest dynastic families. We fully understand the very important nuances around trust construction, administration, and corporate governance with regard to proper application of U.S. and South Dakota fiduciary law.

David A. Warren, JD, who will oversee the South Florida expansion, as well as expansion into California, says,

“Bridgeford’s deep experience with fundamental U.S. fiduciary principals and regulatory requirements, coupled with our extensive knowledge of foreign grantor trusts; issues facing international families coming to the U.S.; and understanding of important Know Your Customer (KYC) and reporting requirements; will be a powerful differentiator in the market, quickly propelling Bridgeford as a leading trust provider in the region, and beyond, working with large domestic and international families and their advisors from across the nation and around the world.”

For more information about Bridgeford and this exciting expansion into Miami, please contact us via our contact page.