Guest: Moe Soleiman, Private Client Advisor at Henley & Partners

In this episode, David Warren – Co-Founder and 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.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!

Guest: Matthew Hoffman, Founder of Trusted Advisor

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.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!