David Warren, President and CEO of Bridgeford Trust, presented at the M Financial International Advisors Conference in May held in Miami. The conference featured presentations from many leading advisors in the international space from around the country. David presented as part of a panel discussion entitled Foreign National Client Profiles: Where in the World Are They and What Do They Look Like?
The panel discussion examined where individual wealth is growing the fastest around the world and how that wealth impacts the global community. It was delivered by an expert group of advisors who shared insights on three primary geographic regions of international business opportunity and breakdown specific cultural, economic, and political reasons why life insurance is critical to these foreign nationals and their families and business interests. The panel also focused on the vital importance of selecting the proper U.S. trust jurisdiction for families coming to the United State and the importance of collaboration among advisors working with this important and quickly growing demographic.
Listen to a recording of the audio presentation here.
You can also view the presentation in PDF format with this link.
For more information on the presentation or to learn more about modern U.S. trust laws and their impact on planning for international families please contact us.
