Delivering Direction and Control
Delivering Direction and Control
Bridgeford Trust Company
Episode 21 – International Wealth Planning with Joseph Kellogg (Part 1)
27 minutes Posted Jun 22, 2022 at 1:50 pm.
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Show notes
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Joseph Kellogg – Partner & Head of Wealth Planning at WE Family Offices – to discuss his take on the evolution of the fiduciary industry and how the U.S. became a jurisdiction of choice. They go on to talk about mandatory information disclosure requirements, including the distinctions between CRS, FATCA, and the Corporate Transparency Act, and the impact of these for those in the international space.