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.
All content for Delivering Direction and Control is the property of Bridgeford Trust Company and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 39 - Bridgeford Global with David Warren and Mariano Marco
Delivering Direction and Control
33 minutes 31 seconds
1 year ago
Episode 39 - Bridgeford Global with David Warren and Mariano Marco
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – announces the launch of Bridgeford Global, the newest addition to the Bridgeford family of companies.
Operating as the worldwide planning entity within our family of companies, Bridgeford Global is poised to meet the evolving needs of international families and their advisors with innovative solutions and unmatched expertise.
David also introduces Mariano Marco, Global Managing Director of Bridgeford Global, who will spearhead planning and business development initiatives in the international space, particularly Latin America, promoting Bridgeford Trust Company’s expansive fiduciary planning and structuring capabilities.
Listen in as David and Mariano discuss how Bridgeford Trust Company and Bridgeford Global are perfectly positioned to serve families globally as an international fiduciary provider that is big enough to matter, but small enough to care.
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.
