Trusted Advisor

Trusted Advisor is happy to welcome David Warren, Bridgeford Trust Company to the network! David is Co-Founder and Chairman of Bridgeford Trust Company, President and CEO of Bridgeford Advisors, and Co-Founder of Bridgeford Global. Through his leadership across the Bridgeford Family of Companies, he has been instrumental in developing innovative fiduciary solutions and expanding Bridgeford’s reach, delivering sophisticated planning strategies to families and their advisors worldwide. An attorney with extensive experience practicing law and working in the financial services industry, David has dedicated his career to serving the trust and wealth management needs of high-net-worth and ultra-high-net-worth families. His focus on leveraging South Dakota’s modern trust laws allows him to create personalized solutions that prioritize privacy, asset protection, and tax efficiency, addressing the unique complexities faced by families across the globe. Drawing on his combined legal and financial expertise, David offers strategic insights into navigating the evolving trust and fiduciary landscape. To become a member of Trusted Advisor, visit https://lnkd.in/evPZBBYw.

Trusted Advisor is excited to have Zev Shechtman, Saul Ewing LLP speak at the Trusted Advisor Summit in Los Angeles! RSVP here to attend: https://lnkd.in/eHGxeSUe.

Trusted Advisor is proud to have Mark Parkinson, Middleton Advisors speak at the Trusted Advisor Summit on January 16th! RSVP to attend: https://lnkd.in/eHGxeSUe.

Trusted Advisor is glad to welcome Tina Sunderland, SRLV to the network! Tina Sunderland, a certified chartered accountant and chartered tax advisor, is a business management partner at SRLV and leads part of the firm’s music & entertainment team. An accounting and tax specialist for the creative industries, she advises a large portfolio of clients - including musicians, songwriters, managers, independent record labels, high profile actors and fashion designers - on their global financial and business activities, whilst providing accounting, VAT, tax and day-to-day business management support. Typically, Tina oversees every aspect of a client’s wealth to maximize their tax efficiency, meeting with them and working alongside their team of advisors regularly to provide a sounding board, when needed, and guide them on their financial decision making throughout the year. To become a member of Trusted Advisor, visit https://lnkd.in/evPZBBYw.

Trusted Advisor is excited to have Hannah Artille, Legacy Homecare LA speak on a panel at the TA Summit on January 16th! RSVP here to attend: https://lnkd.in/eHGxeSUe.

Trusted Advisor is glad to welcome Thomas Avery, Viollis Group International to the network! Thomas brings decades of experience in criminal intelligence & investigations, cyber-crime, and secure communications to Viollis Group International where he leads the firm’s global cyber security operations. His proven ability to find successful balance between government service and meeting the needs and wants of private clients continues to be a cornerstone to the firm’s success. This, in concert with the fact that his intellectual prowess on the everchanging world of cyber threats provides unparalleled insight into the preemptive risk management mythology to cyber-crime for all VGI clients. To become a member of Trusted Advisor, visit https://lnkd.in/evPZBBYw.

Trusted Advisor is proud to have David Gehn, Fox Rothschild speak on a panel at the Trusted Advisor Summit in Los Angeles! RSVP here: https://lnkd.in/eHGxeSUe.

Trusted Advisor is excited to have Francelina Perdomo Klukosky, Saul Ewing LLP speak on a panel at the Trusted Advisor Summit! RSVP here to attend: https://lnkd.in/eHGxeSUe.

Trusted Advisor is happy to welcome Stephen Seo, L&S Advisors, Inc. to the network! As President of L&S Advisors, Stephen Seo is responsible for guiding the growth of L&S and further developing L&S existing investment offerings and services. With Stephen, L&S has been able to grow from its core focus on investment management in the public markets to now offer additional opportunities for clients in a variety of assets classes including institutional funds and private equity. In addition, Stephen routinely hosts educational seminars to expand L&S community outreach and support the L&S client base. Finally, Stephen adds significant expertise to L&S in financial planning and tax consulting providing further resources for existing L&S clients. To become a member of Trusted Advisor, visit https://lnkd.in/evPZBBYw.

Trusted Advisor is glad to welcome Lloyd Quilty, SRLV to the network! Lloyd Quilty is a certified chartered accountant (FCCA) and business management partner at SRLV and leads part of the music and entertainment team. With more than two decades of industry experience, Lloyd specializes in accounting and tax advice for a wide range of clients, including artists, songwriters, management companies, producers, record labels, publishing companies, booking agencies and music executives. He also supports other creative professionals, entrepreneurs and business owners, including photographers, models, actors, TV and radio personalities and influencers. To become a member of Trusted Advisor, visit https://lnkd.in/evPZBBYw.