Trustee Services for Berkshire families
Protecting what matters most: your family and your legacy
No part of your financial life is more critical or complex than your trust. The person or company you choose as trustee will manage your affairs, protect your assets, and carry out your wishes—sometimes for decades.
It’s important to choose someone who will serve your family with expertise and genuine care. That’s why Berkshire Money Management has partnered with Bridgeford Trust Company to provide personalized, professional trustee services to our clients.
What trustee services does BMM offer?
Through our partnership with Bridgeford Trust Company, we’re able to manage your affairs and carry out your estate plan according to your wishes with the same care and objectivity our clients have come to rely on. Bridgeford can provide several different levels of support depending on your family’s unique needs and your comfort level with trust administration.
Sole Trustee
Bridgeford Trust Company handles all aspects of trust administration while we focus on investment management, taking the full burden off your family while ensuring professional, objective oversight.
Ideal for families who want complete professional management and continuity.
Co-Trustee
Bridgeford Trust Company partners with you or a family member to manage your trust, while BMM and Bridgeford provide professional expertise and objective oversight that keep your family involved in key decisions.
Ideal when you want family involvement with professional support.
Successor Trustee
Bridgeford Trust Company is named in your trust to step in when needed—if you become unable to serve or when your current trustee can no longer continue—ensuring seamless continuity.
Ideal for those who can manage the trust today and want help securing its future.
Investment Management
If you or a family member serves as trustee, Berkshire Money Management can provide professional investment management for trust assets, bringing expertise to the investment side while you handle administration.
Ideal when you can manage trust administration yourself but want expert management of its investments.
A Partner to Your Estate Planning Team
We work closely with your estate planning attorney, tax advisor, and other professionals to ensure your trust is administered exactly as you intended. Your attorney remains your trusted advisor—we’re here to execute the plan they’ve helped you create.
If you’re an estate planning attorney, we’d welcome the opportunity to discuss how we can serve your clients with the same care and professionalism you provide.
About Bridgeford Trust Company and BMM
Bridgeford Trust Company is an independent, full-service trust company with South Dakota trust powers. Together, BMM and Bridgeford Trust Company offer a modern, unbundled approach to trust and estate planning that gives families access to powerful planning tools while preserving the personal advisor relationships you value.
