Bridgeford’s December 17 Livestream: Protecting Families of Wealth from Themselves

Bridgeford Trust Company has been exploring the theme of protecting families of wealth from themselves, a concept central to effective multigenerational planning. Inspired by HBO’s series Succession, this ongoing discussion looks at the real-world parallels between the fictional Roy family’s struggles and the complex dynamics that arise within affluent families navigating succession, control, and legacy.

We encourage you to join them on Wednesday, December 17 from 1:00–2:30 PM (ET) for a live presentation revisiting the key insights behind “Protecting Families of Wealth from Themselves” and discussing how families can protect and control their legacies during a time of increasing global complexity and uncertainty.

Reserve your spot for this complimentary livestream by clicking here.

Throughout this Succession series, Bridgeford has highlighted how thoughtful and intentional planning—viewed through the lens of modern trust law, particularly South Dakota’s progressive statutes—can transform wealth from a potential source of conflict into a foundation for stability and empowerment. From preserving family harmony to safeguarding assets and maintaining privacy, the lessons learned underscore the importance of strategic trust planning.

During this presentation, David Warren (Co-Founder & Chairman of Bridgeford Trust Company) will provide an in-depth look at the sophistication of South Dakota’s modern trust laws, which offer innovative and effective solutions for families and their advisors through:

• Dynasty Trusts: The cornerstone of multigenerational wealth preservation, empowering families to avoid estate taxation and establish enduring legacies.
• Privacy and Confidentiality: How privacy laws like South Dakota’s can shield family wealth from unnecessary disclosure, enabling discretion and reducing conflict.
• Domestic Asset Protection Trusts: Safeguarding family wealth from external threats, lawsuits, and intra-family disputes.
• Directed Trusts: A revolutionary model that unbundles asset management and trust administration functions, ensuring settlors and advisors maintain control over aspects of trust administration and wealth transfer.
• Family Governance: Critical to ensuring that wealth serves as a tool for empowerment rather than a source of division.
• Private Trust Company: A tailored approach for families managing complex assets to preserve wealth, plan for succession, and maintain control over their wealth.

Each of these topics plays a vital role in addressing the challenges portrayed in Succession and the very real issues that many families of wealth face today—from maintaining privacy and protecting assets to ensuring values and governance endure across generations.

We hope you’ll join this engaging live presentation that brings together practical strategies and impactful insights on protecting families of wealth from themselves. There will also be a live Q&A, giving attendees the opportunity to submit questions for David to address during the presentation.

If you have any questions about this livestream event, please contact Bridgeford Trust Company’s team at info@bridgefordtrust.com.

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McKonly & Asbury is able to offer an extension of trust and fiduciary services to our clients and friends of the firm through our partnership with Bridgeford Trust Company. As a fully independent trust company chartered in South Dakota, Bridgeford Trust Company provides conflict-free and innovative fiduciary services and progressive U.S. modern trust law solutions around asset protection, privacy, and tax planning to domestic and international families across the country and around the world.

You can learn more about Bridgeford Trust Company and the South Dakota Advantage at www.bridgefordtrust.com.

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