Bridgeford Trust Company is honored to participate in a series of industry events throughout the next month. These gatherings provide important opportunities to connect with professionals across estate planning, international tax, real estate, and wealth management, while highlighting the power of South Dakota’s modern trust laws and Bridgeford’s independent and conflict-free approach.
We hope to see you at these upcoming events, and please contact us if you’d like to connect!
October 1: US-Mexico Strategic Real Estate Investments Summit (Miami, FL)
Bridgeford will sponsor the US-Mexico Strategic Real Estate Investments Summit, a premier event fostering cross-border collaboration in real estate between the United States and Mexico. The program, held at Akerman LLP’s office in Brickell City Center, features keynotes, expert panels, and networking sessions.
Mariano Marco, Global Managing Director of Bridgeford Global, will be attending and is a featured panelist during the 11:00 a.m. session entitled “Smart Structures, Legal, Trust and Tax Strategies to Maximize Cross-Border Real Estate Investments”.
We have a limited number of complimentary attendee tickets available, so if you are interested in joining us at this event, please contact us.
October 10: Newport Beach Chamber’s 2026 Economic Forecast (Newport Beach, CA)
Bridgeford is a returning sponsor for the Newport Beach Chamber’s Economic Forecast, a highly anticipated event providing valuable insights for budgeting, finance, real estate, and investment planning with a focus on the 2026 economy.
David Warren (Co-Founder & Chairman), Doug Mikkonen (Senior VP & Senior Trust Officer), and Sydney Warren (Director of Business & Market Development) will be attending and look forward to hosting a table. We have a limited number of seats available, so if you are interested in joining us, please contact us.
October 19-21: NAEPC Advanced Estate Planning Strategies Conference (Washington, DC)
Bridgeford is proud to sponsor the 62nd Annual NAEPC Conference, a gathering designed to foster multi-disciplinary collaboration among estate planning professionals with nationally recognized speakers in estate planning, tax law, and wealth management.
Our team will be at our exhibit table throughout the event, so be sure to stop by if you’re attending!
October 21-22: Trusted Advisor’s Sports X Miami Summit (Miami, FL)
Bridgeford is excited to speak at and sponsor the Sports X Miami Summit, returning for its third year as a a one-day event dedicated to bringing together top minds from the sports and entertainment industries.
The event begins with a welcome party on October 21, followed by a full-day summit on October 22. David Warren will be speaking, sharing insights on modern trust law and planning strategies relevant to the global sports and entertainment community.
If you’re interested in attending, please reach out to us for more information on this exclusive event!
October 22-23: STEP Miami Summit (Coral Gables, FL)
Bridgeford is once again sponsoring the STEP Miami Summit, a leading event connecting and empowering professionals in the wealth management and private client industry while exploring cross-border planning, evolving regulations, and best practices for global clients.
This year’s summit will be held at the historic Biltmore Hotel in Coral Gables. David Warren, Mariano Marco, and Sydney Warren will be attending, and we invite you to stop by our exhibit table throughout the event to talk with us about how we may be able to collaborate to best serve your domestic and international clients.
October 29-31: Procopio International Tax Institute (San Diego, CA)
Bridgeford is honored to sponsor the 20th Anniversary Procopio International Tax Institute (PITI), presented in collaboration with the Graduate Tax Program of Georgetown University and International Fiscal Association (IFA USA). This milestone event is recognized as the leading forum for the latest developments in U.S. and Mexican international tax law.
Mariano Marco will be speaking on a panel, addressing wealth structuring across generations and how trust planning comes into play within a U.S.-Mexico context. He’ll also be available throughout the event to connect!
As we move through this upcoming month, our team is looking forward to engaging in meaningful conversations and exploring opportunities for collaboration. If you’ll be attending any of these events, we welcome the chance to connect.
Stay tuned for event updates on our LinkedIn page, and feel free to contact us at (605) 224-9189 or via our contact form with any questions or to schedule a time to meet.
