Advertise on podcast: Delivering Direction and Control

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Paul Fabiano – Attorney-At-Law at PTF Legal – for a conversation that reaches back to Bridgeford’s earliest days. Paul played an important role in bringing Bridgeford its first trust relationship, beginning a long collaboration focused on using modern trust law to solve complex planning challenges for families and their advisors. Drawing on Paul’s extensive experience in tax, estate, trust, business, and insurance planning, David and Paul explore the evolution of sophisticated trust planning, including income tax planning, asset protection, and directed trusts. They also discuss the curiosity and problem-solving mindset behind identifying new opportunities and improving existing planning structures. The conversation highlights South Dakota’s continued evolution as a modern trust jurisdiction and the flexibility its laws provide for advanced planning, including the ability to pair professional trust administration with the continued involvement of a family’s existing advisors.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Lauren Klein – Co-Founder and Attorney at Flourish Law Group, PLLC – to discuss a more personalized approach to estate planning centered on education, empowerment, and understanding the unique needs of each family. Lauren shares her journey from Biglaw to co-founding Flourish Law Group and explores the importance of planning beyond the documents. The conversation includes special needs trust planning, probate avoidance, privacy, and the role education plays in helping families make informed planning decisions. Lauren also discusses Flourish’s Estate Planning for Busy Parents webinar, designed to make foundational estate planning concepts more accessible. Finally, Lauren shares the inspiration behind Legal + Wealthy™, the community she founded, and the Legal + Wealthy™ Podcast. She and David discuss wealth building within the legal profession, the pressures attorneys face, and the importance of mental health, well-being, and creating a more sustainable definition of professional success.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Skyler Wanberg – Executive VP, Legacy Funding at Leverage Capital Partners – for a conversation on innovative premium funding strategies and the role life insurance can play in sophisticated legacy planning. Skyler shares his entrepreneurial journey—from launching a life insurance brokerage at 19 to building and exiting companies across several industries before ultimately returning to insurance. David and Skyler then compare traditional premium financing with Leverage Capital Partners’ model, examining how existing assets and customized funding structures may be used to fund large life insurance policies with little or no out-of-pocket cost. Through examples involving professional athletes, business owners, and multigenerational families, they explore how these strategies may support estate tax planning, create tax-advantaged income, and preserve wealth across generations. They also discuss the importance of independent trustees and advisors, Irrevocable Life Insurance Trusts, Private Placement Life Insurance, and how these tools can work alongside South Dakota trusts as part of a comprehensive legacy plan.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Jeff Llewellyn – Private Client Advisor and Principal at Rockwood Wealth Management – for an important conversation on Special Needs Trusts and the highly specialized planning required to support individuals with disabilities and their families. Drawing on both his professional experience and personal journey, Jeff shares how he built a practice focused on helping families move from overwhelm to action by taking one secure step at a time. David and Jeff explore first-party and third-party Special Needs Trusts, preserving eligibility for needs-based government benefits, and the critical importance of experienced trust administration. They also discuss selecting the right trustee and trust jurisdiction, assembling a collaborative team of experienced professionals, and the planning opportunities available under modern trust laws. Jeff closes by sharing the inspiration behind his forthcoming book and his podcast, Secured Steps, and his mission to provide families with an actionable roadmap for navigating disability planning.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Jason Levey – Chief Executive Officer of Canterbury Consulting – to discuss the evolving landscape of investment consulting, family wealth planning, and independent advice. Jason shares how Canterbury has remained independent since its founding in 1988, reflecting many of the same principles that have guided Bridgeford's growth. The discussion explores why a conflict-free advisory model continues to matter as the financial services industry becomes increasingly consolidated. The conversation addresses the challenges facing today's ultra-high-net-worth families, including multi-generational wealth transfer, governance, philanthropy, and the often-overlooked "3%" of wealth planning that extends beyond investment performance. David and Jason also discuss artificial intelligence, cryptocurrency, geopolitical uncertainty, and the importance of helping families navigate change while maintaining a long-term perspective.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – is joined by Josh Bennett, Esq. – Attorney & Asset Protection Expert – for a deep dive into the evolving world of asset protection planning. Drawing on decades of experience representing clients across the United States and internationally, Josh shares insights on domestic and offshore asset protection strategies, creditor protection planning, privacy considerations, and the growing role of Directed Trusts. The conversation also explores how top-tier jurisdictions such as South Dakota have expanded planning opportunities by offering greater flexibility, protection, and long-term planning advantages through tools such as Trust Protectors and Investment Advisors. Throughout the episode, Josh also reflects on themes in his book, The Ultimate Guide to Asset Preservation, emphasizing that effective asset protection planning is not about secrecy or avoiding obligations, but rather implementing responsible, well-structured planning designed to protect families and preserve wealth for future generations.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Deirdre Wheatley-Liss, Maria Galante, and Daniel Makoski of Porzio, Bromberg & Newman, P.C., a full-service law firm with a growing footprint across the East Coast, Florida, and Puerto Rico. Together, they discuss the evolving role of trust and estate planning in a rapidly changing world and what it means to deliver practical, client-centered legal guidance today. The conversation explores key issues facing families and business owners, including asset protection, privacy, closely held business succession, international planning, and the increasing complexity surrounding immigration and cross-border matters. They also highlight Porzio’s continued growth, including its expanding immigration capabilities, unique Puerto Rico presence, and broader approach to problem-solving across legal, compliance, government affairs, and business advisory services. Throughout the episode, David and the Porzio team emphasize the importance of collaboration, education, and leading with solutions as clients navigate uncertainty, evolving laws, and increasingly complex planning considerations.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Andy Morgan – CEO of Affinity, a global corporate services provider supporting private wealth and asset structuring – for a conversation on global expansion, entrepreneurship, and identifying opportunity across emerging sectors. Andy shares how Affinity has evolved from its roots in luxury asset structuring, including yachts and aircraft, into a multifaceted global services firm supporting high-net-worth individuals, family offices, and businesses across industries including e-gaming, sports, and private wealth. The discussion highlights how niche expertise, jurisdictional strategy, and a disciplined approach to growth have driven that evolution. David and Andy also explore the importance of jurisdiction selection across industries, from trust planning to gaming regulation, and why it has a lasting impact. They draw clear parallels between their firms’ philosophies – particularly around independence, collaboration, and delivering meaningful solutions – while also discussing Affinity’s global footprint across the Isle of Man, Malta, Miami, Cyprus, and beyond, along with the strategy behind expanding into key markets in an increasingly global and evolving landscape.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Steve Rosansky – President and CEO of the Newport Beach Chamber of Commerce – for a thoughtful conversation on leadership, community commitment, and what it takes to build (and rebuild) a thriving business organization. Steve shares his personal path from real estate law and entrepreneurship to public service, serving nine years on the Newport Beach City Council, including a year as mayor, and how that experience shaped his approach to relationship-building, advocacy, and long-term community investment—values that closely align with Bridgeford’s own commitment to independence and community engagement as we continue to grow our presence in California. The conversation then turns to one of the most compelling chapters of Steve’s career: stepping into Chamber leadership at a moment of real financial distress and helping guide a full turnaround while simultaneously reinventing programming and events to keep members engaged and ensure the Chamber remains relevant in a changing business landscape.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Yaasha Sabba – Chief Counsel at Sky Unlimited Law and a nationally recognized Personal Family Lawyer® – to explore Wealth 3.0: a more modern, integrated approach to planning that goes far beyond legal documents. Yaasha shares the pivotal client story that shifted his career from patent law to estate and legacy planning, and why “having a trust” is not the same as having a plan that actually works. Together, David and Yaasha unpack the real-world consequences of poorly implemented planning, especially for founders and families building wealth in fast-moving environments where a disruption can derail everything. The conversation also explores the practical realities of planning in today’s climate, including why privacy starts with foundational estate planning, how Wealth 3.0 shifts the focus from documents to education, organization, and decision-making, and why modern trust planning has become increasingly critical for families and founders navigating uncertainty.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Alex Segal – Partner at Silberman Zaretsky PC – to explore the highly nuanced world of trust and estate planning for visual artists. Alex shares how his practice focuses on representing painters, sculptors, and conceptual artists, and why traditional estate planning approaches often fall short for this unique client base. The conversation examines the deeply personal nature of artwork, the challenges of illiquid yet high-value assets, and the planning strategies required to balance legacy preservation, tax efficiency, asset protection, and privacy. Throughout the discussion, David and Alex cover several key planning tools for visual artists, including asset protection strategies, valuation considerations such as blockage discounts, and the role of dynasty trusts and foundations in preserving artistic legacies. They also explore why directed trusts are particularly well suited for holding artwork, allowing families to separate fiduciary administration from artistic oversight while maintaining flexibility as circumstances and planning objectives evolve.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Moe Soleiman – Private Client Advisor at Henley & Partners – the global leader in residence and citizenship planning for internationally mobile entrepreneurs and families. Against a backdrop of geopolitical uncertainty, shifting perceptions of the United States, and growing concern about asset protection, Moe explains how residency by investment (RBI) and citizenship by investment (CBI) programs work in practice and why more high-net-worth families are seeking a “Plan B.” The conversation explores options across Europe, New Zealand, the Caribbean, and other key jurisdictions, covering golden visas, contribution versus investment routes, and global talent programs for highly accomplished individuals. David and Moe also discuss how second residency and citizenship strategies can complement U.S. trust planning, including structures administered in South Dakota, to enhance diversification, global mobility, and optionality for families of wealth. They touch on timing, jurisdiction selection, and coordinated cross-border planning to help families preserve flexibility across generations.

In this episode, David Warren – Co-Founder/Chairman of Bridgeford Trust Company – sits down with Heath Goldman – President/CEO of ICON Wealth and Legacy Partners – for a conversation on how insurance planning is evolving in today’s chaotic world. From Heath’s unexpected pivot from law school to wealth planning, to decades spent helping ultra-successful families rethink liquidity, legacy, and risk, he shares why traditional portfolio management simply isn’t enough anymore. As they continue their discussion, Heath and David explore the resurgence of life insurance as a planning strategy rather than a product, with a deep dive into how Private Placement Life Insurance (PPLI) is reshaping tax deferral and wealth transfer. The conversation also hits on one of the most groundbreaking shifts in the planning world, particularly in South Dakota, where forward-thinking rules allow PPLI policies to hold crypto and other non-traditional assets, offering both tax efficiency and powerful asset protection. It’s a strategy more families are exploring as conversations move beyond traditional planning.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Matthew Hoffman, Founder of Trusted Advisor, an exclusive network for advisors to high-net-worth clients in entertainment, music, and pro sports worlds, of which Bridgeford is a proud member. Listen in as Matthew shares his entrepreneurial journey from architecture and technology startups to creating Trusted Advisor, an organization that has quickly become a global platform connecting top-tier professionals. What began as a solution to an unstructured and underserved space has grown into a 600+ international member network. Together, David and Matthew explore the origins and entrepreneurial spirit behind Trusted Advisor and how it fills a critical gap for private client advisors by bringing real value through education and thought leadership. They discuss the importance of building networks rooted in credibility, reputation, and trust—particularly for athletes, entertainers, and influencers navigating complex financial and personal challenges—as well as the organization’s rapid international growth and what lies ahead for the platform.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Justyn Volesko – Partner and Co-Head of Family Office at Cerity Partners – for an insightful discussion on redefining the modern family office. Justyn shares his career journey, from his time at Goldman Sachs to the big ideas that drove him to launch AJ Wealth, and ultimately his decision to join Cerity Partners to build a premier family office offering. He explains what truly differentiates a family office from firms merely offering “family office services,” emphasizing the critical need to understand and integrate tax, estate, asset protection, and financial planning disciplines to develop an optimal plan and deliver a holistic perspective. Throughout the conversation, Justyn shares why leading with “yes” is essential in complex planning, describes the infrastructure behind scaling a high-touch family office model, and explains how proactive tax planning and technical expertise protect and enhance wealth while staying firmly within legal boundaries. David and Justyn also discuss planning amid geopolitical uncertainty, noting that truly knowing their clients allows them to anticipate risks and adjust planning strategies proactively. They highlight how flexible trust jurisdictions like South Dakota, and tools like decanting, make it possible to revise structures swiftly as circumstances evolve, ensuring clients’ plans remain aligned with their goals in a shifting landscape.