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 38 - South Dakota as the Preferred Trust Situs for International Families with Stefan Szwarc
Delivering Direction and Control
52 minutes 9 seconds
1 year ago
Episode 38 - South Dakota as the Preferred Trust Situs for International Families with Stefan Szwarc
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Stefan Szwarc – Partner at the South Dakota law firm of Halbach | Szwarc Law Firm. Stefan's unique journey from financial advisor to attorney lends him a comprehensive perspective on crafting effective plans for clients. The episode delves into the establishment of Stefan's new law firm, set to mark its first anniversary, highlighting its focus on and commitment to working with international families, as well as its great reputation and early successes fueled by a diverse team of attorneys offering tailored support and innovative legal solutions, including a new solution for clients regarding the ever-evolving Corporate Transparency Act.
During their conversation, you’ll hear David and Stefan discuss the influx of international families seeking U.S. trust solutions, particularly South Dakota due to its robust regulatory framework and emphasis on protecting legitimate family-held wealth in a way that makes sense for the family through innovative tax planning and asset protection. Before they wrap up, you’ll also be the first to hear about STEP South Dakota, its formation with support from many including Bridgeford Trust Company and Halbach | Szwarc Law Firm, and its pivotal role in fostering collaboration and expertise within the trust industry, both domestically and internationally.
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.
