Bridgeford Trust Company is proud to announce the launch of Bridgeford Bay Area, a new office established by our sister company, Bridgeford Advisors (dba Bridgeford), a trust planning advisory firm serving families across the United States and around the world. By bringing the power of South Dakota-based fiduciary planning to families and their advisors nationwide, this expansion marks another important milestone in Bridgeford’s continued growth as we expand our national footprint and deepen our presence in key markets across the country. We look forward to celebrating this expansion with a Bay Area launch event on February 12; registration details are included below.
Located at 149 Commonwealth Drive, Suite 1090, Menlo Park, California, Bridgeford’s Bay Area office strengthens our ability to work closely with families and their advisors throughout Northern California and the broader West Coast. The Bay Area has long been a center of innovation, entrepreneurship, and multigenerational wealth, making it a natural extension of Bridgeford’s long-standing work with sophisticated families navigating complex planning needs.
This expansion builds on the successful launches of Bridgeford’s offices in Miami, Newport Beach, and Philadelphia, reflecting the growing demand for independent and strategic trust planning. As families navigate increasing complexity driven by tax uncertainty, regulatory change, and global considerations, Bridgeford’s expanded footprint allows for closer collaboration with families and their advisors across key regions.
David Warren, Co-Founder and Chairman of Bridgeford Trust Company and President and CEO of Bridgeford Advisors, shared the following perspective on Bridgeford’s most recent expansion: “Fiercely independent and conflict-free, Bridgeford’s expansion into Northern California is a natural evolution following the great success of our Southern California office working with families and their advisors. The power of modern trust law continues to resonate with California residents and their advisors across the state, particularly in the areas of state and federal tax planning, asset protection, and privacy.”
Bridgeford Bay Area Launch Event: February 12
Join us as we celebrate the launch of Bridgeford’s new office with an evening that will feature a timely discussion on the power of trust jurisdiction selection—particularly around asset protection, privacy, and tax planning—along with time to connect with members of the Bridgeford team and fellow professionals over cocktails and hors d’oeuvres.
Date & Time: Thursday, February 12, 2026 at 5:00pm PST
Location: Hotel Nia – 200 Independence Drive, Menlo Park, CA 94025
Registration: Space is limited so please register early by clicking here.
For more information about Bridgeford’s expansion into the Bay Area, or to connect with our team, please contact us via our contact page or by calling (605) 224-9189.
