Coral Gables Trust

Coral Gables Trust is a leading provider of investment management and trust and estate services in South Florida.

[Coral Gables Trust @CGTrust]

@MPI #economy #trust #financial #legacy #money #finance #wealth #investor #hindmanauctions #mpi #um #GPKLEG #stgconcierge #mediarealty #oneinsuranceservices #berkleyone #proestaterealty

[Coral Gables Trust @CGTrust]

A fantastic evening at the Coral Gables Trust ATO Conference cocktail reception in the Mediterranean Ballroom at @TheBreakers! Thank you to our partners, co-sponsors, and 200+ Trust & Estate professionals who joined us.

[Coral Gables Trust @CGTrust]

@univmiamiGPKLEG @stgconcierge @mpi @hindmanauctionsMedia Realty One Insurance Services/ Berkley One Pro Estate Realty

#palmbeach #thebreakers #event #recap #ATO #coralgablestrust #financialplanning #investment #investmentdaily #investmentmanagement #estateplanning #cgtc

[Coral Gables Trust @CGTrust]

Kelly Harris, and family, in 2012 at the Breaker’s in Palm Beach, our first ATO dinner.Kelly Harris this year, at our 15th ATO dinner in “The Circle” dining room.Our Managing Director John Harris is proud of his daughter, and very happy to have her perform at this year’s event.

[Coral Gables Trust @CGTrust]

2026 ATO Lunch at The Breakers
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#cgt #atoconference #ato #rpptl #assets

[Coral Gables Trust @CGTrust]

Have you read our latest quarterly newsletter yet? You'll find it at the link on our bio.

If you are interested in receiving our Quarterly Updates, Market Insights, and more DM us or head to the resources tab on our website!

[Palm Beach Daily News @ShinySheet]

Coral Gables Trust opens new office on Palm Beach’s "Bankers Row" https://t.co/SxtdDcDuW4

[Jodie Wagner @JRWagner5]

Coral Gables Trust opens new office on Palm Beach’s "Bankers Row"
https://t.co/5gec2xN3n2

[Coral Gables Trust @CGTrust]

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...

[Coral Gables Trust @CGTrust]

. . . . . . . . . #personalassets #assets #nontraditionalassets #assetmanagement #trustplanning #financial #financialplanning #estateplanning #investment #investmentmanagement #wealth #wealthmanagement #trustcompany #stocks #bonds #privateequity #realestate #directedtrust

[Coral Gables Trust @CGTrust]

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...

[Coral Gables Trust @CGTrust]

...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!

[Coral Gables Trust @CGTrust]

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

[Coral Gables Trust @CGTrust]

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 .

[Coral Gables Trust @CGTrust]

#coralgablestrust #financialplanning #investment #investmentmanagement #trustplanning #estateplanning #coralgablestrust #cgtc #familybusiness #businessvalues #financial #legacy #economicoutlook #money #finance #wealth #investor

[Coral Gables Trust @CGTrust]

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.

[Coral Gables Trust @CGTrust]

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.

[Coral Gables Trust @CGTrust]

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

[Coral Gables Trust @CGTrust]

...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

[Coral Gables Trust @CGTrust]

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.