Coral Gables Trust is a leading provider of investment management and trust and estate services in South Florida.
Joined October 2010
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Coral Gables Trust retweeted
Coral Gables Trust opens new office on Palm Beach’s "Bankers Row" palmbeachpost.com/story/news…
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Coral Gables Trust retweeted
Jun 1
Coral Gables Trust opens new office on Palm Beach’s "Bankers Row"
palmbeachdailynews.com/story…
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As you can probably tell this was a fun year sponsoring the RPPTL Executive Council Meeting & Annual Convention. Our CEO Richard DeNapoli and Chief Wealth Advisor John Harris headed to Ponte Vedra for last weekend’s conference...
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May 29
We are happy to introduce our newest Trust Officer and Relationship Manager, Kristopher Duer, JD. Kris has over 25 years of experience in wealth management, financial planning, estate planning, tax planning, trust & estate administration, real estate, and general corporate...
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May 29
...regulation and compliance. He joined our Boca Raton office in February of this year and has already proven himself as a valuable asset. We can't believe how fast our Boca Raton office is growing!
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May 22
We are thrilled to be the presenting sponsor for the Vinos at the Plaza Wine Auction benefiting the @gablesfoundation Scholarship Fund. This wonderful event kicked off on Tuesday with a cocktail reception for the co-hosts within the wine cellar walls of @danielsmiami .
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May 22
We can’t wait to see you all at the plaza on November 13th. A special thank you to co-chair @mayorvincelago and to the @gablesfoundation for making it all possible.
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#coralgablestrust #financialplanning #investment #investmentmanagement #trustplanning #estateplanning
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May 21
Proud to have attended the Palm Beach County Wealth & Estate Planning Seminar as a Ruby Sponsor. Our team enjoyed connecting with fellow professionals and supporting such a meaningful event. We look forward to continuing these partnerships and strengthening relationships.
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May 18
CGT x Informed Families: A match made in stone crab heaven. For the 41st annual Dinner at Joe’s, we were honored to be part of another incredible evening bringing together our managing directors, board members, partners, and friends in support of such a meaningful cause.
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May 14
Head to the link in our bio to find out what our investment team has to say about the state of the market right now.
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#southflorida #financialplanning #investment #investmentdaily #investmentmanagement #estateplanning #coralgablestrust #cgtc #economy #trust #financial
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May 13
We had the pleasure of sponsoring the @epc_greatermiami ‘s May workshop and dinner at their new home in the Rusty Pelican. Managing Director John Harris, was joined by Relationship Managers Maria Otero and Natalia Tarazona to celebrate Toby Muir’s award.
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May 13
...and spend a night expanding their expertise with friends like Stacy Rubel and Michael Dribin.
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#coralgablestrust #financialplanning #investment #investmentmanagement #trustplanning #estateplanning #coralgablestrust #familybusiness #financial #legacy #epcmiami
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May 12
Andrea Genden, Esq, recently joined our firm as Chief Fiduciary Counsel and Managing Director. It would be an understatement to call her an asset to the team. We’ve loved getting to work with her, and were able to introduce her during our Shareholders’ Meeting earlier this year.
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May 12
We are very proud to have her on our team.
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#coralgablestrust #financialplanning #investment #southflorida #investmentmanagement #trustplanning #estateplanning #cgt #legacy #economicoutlook #wealth #investor #assets #assetmanagement
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Another great year of the Regatta Joint Networking Event with FPA, EPC, CFA, STEP, FICPA and the Miami-Dade Bar Association! This is one of our favorite times of year, everyone loves the opportunity to come to a great place and spend time with great friends.
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We’re happy to announce Richard DeNapoli as our new CEO and President. Head to the link in bio to find out more about him and his vision for our firm.
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#pressclip #coralgablestrust #financialplanning #investment #coralgables #estateplanning #cgt #legacy #economicoutloo
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Apr 23
In fiduciary administration, timing can be just as important as the decision itself.
Delays or premature actions can create unintended consequences for both the structure and beneficiaries.
#FiduciaryTiming #TrustExecution #WealthStrategy #DecisionMaking #CoralGablesTrust
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Mar 24
Last night’s @UnitedWayMiami Tocqueville Society Fireside Chat with Udonis Haslem was nothing short of inspiring. We’re proud to have sponsored this impactful evening and to support the work that continues to strengthen our community.
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