In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Heath Goldman, President of IconWealth, 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.
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In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Heath Goldman, President of IconWealth, 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.
Episode 32 – Independent Advice, Investment Management, and Philanthropy with Callan Family Office
Delivering Direction and Control
49 minutes 43 seconds
2 years ago
Episode 32 – Independent Advice, Investment Management, and Philanthropy with Callan Family Office
In this episode, David Warren – Co-Founder/Chairman of Bridgeford Trust Company – sits down with guests from Callan Family Office, including Jack Ginter, CEO/Partner; Doug Getty, Investment Management/Partner; and Betty Pettine, Director of Philanthropic Consulting.
Callan Family Office delivers independent and objective counsel to families, foundations, and institutions, and during their conversation, we learn more about the Callan Family Office Difference, fueled by innovation, research, technology, and education. Jack specifically talks about the vision of the firm and how they are embracing the opportunity to fundamentally “disrupt” the industry today.
As the conversation continues, we hear from Doug on Callan Family Office’s investment management focus with access to sophisticated strategies and technology, customizing portfolios designed to help clients reach their goals. We also learn from Betty why philanthropy is important to Callan Family Office clients and how vital it is to have an advisor that shares values, offers resources, and provides expertise in this rising interest of wealth management.
Delivering Direction and Control
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Heath Goldman, President of IconWealth, 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.
