Bridgeford Trust Company is looking forward to sponsoring and speaking at High Speed Alliance’s upcoming event in Fort Worth, Texas! High Speed Alliance is a registered investment advisor that goes above and beyond for clients with unique “white glove” service, helping their clients shepherd financial, family, and human capital for now and future generations. This event, taking place on October 26-29, 2023, brings together a community of nearly 200 physicians and business owners with presentations geared toward helping them master the principles of business, finance, family and lifestyle.
David Warren, Co-Founder and Chairman, and Stephen Lewis, Senior Trust Officer, will be attending the event and speaking on the power of modern trust law. During the presentation, David and Stephen will walk attendees through powerful modern trust law planning tools, only available in a handful of states, including South Dakota. They will discuss planning options in the areas of asset protection, state and federal taxation, and privacy and how these tools deliver more direction and control to settlors of trusts and their advisors through the use of directed trusts and the trust protector concept. They’ll also be discussing “top-tier” trust jurisdictions and objectively comparing these jurisdictions in the context of selecting the best U.S. trust jurisdiction in the planning process.
We are looking forward to the event! If you are in the area and would like to connect, we’d love to hear from you! Be sure to contact us via our contact page or by calling (605) 224-9189.
