1221 Brickell Avenue, Suite 900, Miami, Florida 33131
As the international planning arm of the Bridgeford family of companies, we operate globally to promote the power of U.S. modern trust law and sophisticated insurance planning solutions for domestic and international families.
Bridgeford’s team provides a wealth management service paradigm to high-net worth individuals and families while delivering far more direction and control to clients and their advisors than ever before.
I am President of Bridgeford International, Senior Managing Director of Bridgeford Advisors dba Bridgeford, and a member of the Board of Managers at Bridgeford Trust Company.
A U.S. lawyer by training, with over 25 years of professional experience in the international financial services industry, I have worked with private banks, finance and legal professionals, and family offices all over the world on developing sophisticated wealth protection and planning strategies for international families, particularly in Latin American (LATAM) countries. As President of Bridgeford International, I lead all planning and business development efforts in the international space, promoting Bridgeford Trust Company’s powerful trust and insurance planning capabilities, with a strong emphasis on asset protection, tax, and succession planning for large families and their advisors around the world.
Prior to joining Bridgeford’s family of companies, I've had an impressive history of delivering value-added and comprehensive wealth structuring solutions around the world though senior positions held at Citi Private Bank, UBS AG, Northern Trust, and Lombard International. In these roles, I was responsible for business development in LATAM countries, launching Miami operations, and expansion of private placement life insurance (PPLI) capabilities, while restructuring clients’ wealth within tax efficient vehicles and providing sophisticated tax and asset protection solutions.
I am active in several groups and organizations, including the New York State Bar Association, American Bar Association, Society of Trust and Estate Practitioners (STEP) New York and Miami chapters, and the Colombo-American Chamber of Commerce in Miami.
I earned a Bachelor of Business Administration degree from the Lubin School of Business at Pace University and a Juris Doctor degree from the Jacob D. Fuchsberg Law Center at Touro College.