We are excited to share with you that on Friday, October 20, UMA Wealth Group Wealth – a private client, family wealth consultancy group – and Bridgeford Trust Company – a fully independent trust company chartered in South Dakota with rep offices in SoCal and Miami through its sister company Bridgeford Advisors – both prominent leaders in the fiduciary and private client services industry, announced a powerful partnership that will result in an unparalleled level of service for our valued clients globally.
By combining our strengths, UMA Wealth and Bridgeford Trust Company are committed to delivering exceptional benefits to our clients. The partnership will enable us to expand our service range, improve efficiency, and provide tailored solutions to meet your unique needs.
Key highlights of this partnership:
• Expanded Global Reach:
This collaboration unites operations in Europe and the United States, ensuring clients benefit from shared expertise and resources on both continents.
• Enhanced Service Portfolio:
Our clients will have access to an expanded array of services, offering a more comprehensive and integrated solution to fit their needs.
• Our commitment to client satisfaction remains paramount.
With this partnership, we will continue to prioritize your success, providing innovative solutions that meet and exceed your expectations.
Geralda Kral, Managing Director of UMA Swiss AG and UMA Group Partner, and Alvaro Becerra, CEO and Founding Partner of UMA Group, expressed their enthusiasm about the collaboration, saying, “In terms of know-how and how we structure, joining forces represents an opportunity to create even more added value for our clients. What we like about David and Bridgeford is their dedication and passion for doing things right, and we believe that ten years from now, US trustees will reach a whole different level. Offering Swiss trustee services, we see a lot of similarities with the US. We are confident that the synergies between our organizations will result in a superior service offering.”
David Warren, Co-Founder and Chairman of Bridgeford Trust Company, added, “What UMA has built over the years is very impressive and perfectly aligned with Bridgeford’s market approach and client service paradigm. Our partnership celebrates the industry, and the combining of our strengths, talent, and geographic reach will undoubtedly set new standards in our industry. What we are doing is virtuous, and by coming together, we will build a stronger and more capable global trusted partner for our clients.”
Moving forward, you can expect to hear more about our joint initiatives as we work to provide you with the most advanced solutions possible.
For further inquiries, please contact: