Bridgeford Trust Company

Overview

The South Dakota Division of Banking lists Bridgeford Trust Company, LLC as credential TC.074-2, classified as a “TC.2 - Public Trust Company.” The credential was first issued on July 16, 2012.¹ The regulator’s October 2026 listing identifies Bridgeford as a South Dakota-chartered public trust company.² Bridgeford describes itself as an independent, South Dakota-chartered trust company that provides conflict-free trust administration and fiduciary services.³

The firm says it serves domestic and international families and their advisors.⁴ Its website lists offices in Pierre and Sioux Falls, South Dakota.⁴ The regulator’s October 2026 listing shows the Pierre address, while the firm website lists both locations.¹⁴

History

Bridgeford’s regulatory listing records its first credential issuance on July 16, 2012.¹ The firm’s website describes its current structure as an independent South Dakota-chartered trust company.³

Timeline

1. 2012The South Dakota Division of Banking lists Bridgeford Trust Company, LLC as credential TC.074-2, classified as a “TC.2 - Public Trust Company.” The credential was first issued on July 16, 2012.
2. 2026The regulator’s October 2026 listing identifies Bridgeford as a South Dakota-chartered public trust company.

Leadership

Bridgeford lists David Warren, JD, as Co-Founder and Chairman, and Ashley Blake, JD, as President and General Counsel.⁵ Danielle Keeton and Douglas Mikkonen, CTFA, CFA, are Senior Vice Presidents and Senior Trust Officers. Thomas Hart, JD, is Vice President and Senior Trust Officer.⁵

Other listed legal and fiduciary personnel include Nicole Tupman, JD, Deputy General Counsel, Vicki Likness, CTFA, Trust Officer Mentor, Michael Roggow, Senior Trust Officer and ILIT and PPLI Services Lead, and Uriel “Ozzy” Martinez, Senior Trust Officer.⁵ Senior Trust Officers listed by the firm include Kaycee Bernards, Jamin Arend, RyLee Fischer, and Audrey Fraasch.⁵ Jamie Fitzke, Kelly Bunde, and Jamin Arend are listed as Trust Officers.⁵

Operational roles include Controller Carrie Kern, Human Resources Director Lauren Wolf, Lead Trust Administrator and Projects Coordinator Emma Greiner, Audit, Compliance and Host Company Officer Jenna Schumacher, CAFP, and Lead Fiduciary Accounting Officer Maxwel Howard.⁵

Services

Bridgeford’s service categories include trust administration, foreign trusts, entity services, and advisor support.⁶ Its listed trust structures include asset protection trusts, charitable trusts, community property trusts, directed trusts, discretionary trusts, dynasty trusts, irrevocable life insurance trusts, purpose trusts, special needs trusts, and spousal lifetime access trusts.⁶

Foreign trust services include foreign grantor trusts and international trust planning services.⁶ Entity services include entity formation and compliance and private placement life insurance LLC services.⁶ Advisor support includes advisor-friendly fiduciary services, attorney support, CPA support, family-office support, host services for trust companies, and White Label and Private Label Trust Services.⁶

Bridgeford says it works collaboratively with estate-planning attorneys by providing independent trust administration while carrying out strategies established during the estate-planning process.⁷ The firm describes its role as supporting the attorney-client relationship while remaining separate from it.⁷ Attorney-support services include independent trustee and successor trustee services, directed-trust administration, Trust Protector and Family Advisor structures, and White Label and Private Label Trust Services.⁷

The firm also says it provides Host Company Services for public and private trust companies with their own licenses, including trust administration and back-office support.⁷ Its White Label and Private Label Trust Services are available for law offices.⁷ Bridgeford identifies access to South Dakota’s modern trust laws as part of its offering.⁴

What the firm offers

• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Cross-border planning

Client focus

Bridgeford says it serves domestic and international families and their advisors.⁴ Its advisor-support offerings address attorneys, CPAs, family offices, law offices, and other trust companies.⁶⁷

Investment philosophy and approach

Bridgeford describes its approach through independent, conflict-free trust administration and fiduciary services.³ The firm says it works alongside estate-planning attorneys to administer trusts according to planning strategies established through the estate-planning process.⁷

FAQs

Related resources

• LocationMultifamily offices in South Dakota

  This page lists multifamily offices in South Dakota, giving readers regional context as they compare trust administration and fiduciary providers. It may help families assess how a South Dakota charter, local oversight, and services such as philanthropy, bill pay, insurance, and cross-border planning fit their needs.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related planning decisions. Families considering fiduciary support can use these materials to clarify goals, identify questions about administration and succession, and prepare for discussions about trusts, philanthropy, risk, and international family circumstances.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Readers can use it to compare how families organize administration, investment oversight, philanthropy, and governance, then consider which responsibilities may call for an independent trust company or other outside fiduciary support.

• GuideQuestions to ask a multifamily office

  This guide presents questions to ask a multifamily office before engaging one. Its prompts can help a family examine service scope, fiduciary duties, communication, fees, privacy, insurance coordination, bill pay, philanthropy, and cross-border planning when evaluating a provider for family or business needs.

• Similar firmsMore Than Money Family Office
  Schwan Financial Group

  Profiles for More Than Money Family Office and Schwan Financial Group offer additional points of comparison on this site. Reviewing their stated services and client focus can help readers frame questions about trust administration, family support, philanthropy, risk planning, and the role of outside fiduciary providers.

Sources

1. South Dakota chartered trust companies list , accessed October 23, 2026.
2. South Dakota chartered trust companies list , as of October 2026.
3. Bridgeford homepage , accessed October 23, 2026.
4. Bridgeford contact page , accessed October 23, 2026.
5. Our Team , accessed October 23, 2026.
6. Bridgeford team page navigation , accessed October 23, 2026.
7. Attorney Support , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.