Coral Gables Trust

Thrilled to have sponsored the parade in support of ICU Baby's mission to uplift NICU families for the third year in a row! It's an honor to have a direct impact on providing emotional, financial, and informational assistance to these families. We're very grateful for the recognition of corporate citizenship.

What an incredible STEP Miami Annual Summit the Miami Chapter has this year at the beautiful Ritz Carlton on Key Biscayne! CGT has a long-standing partnership with STEP, with our managing director John Harris serving on the board as well as our continued sponsorship of the group and summit throughout the years. So, for us, it's a real treat to connect with everyone; this year was just incredible! Thank you to everyone who came from near and far! Special thanks to those who stopped at the Coral Gables Trust booth to learn more about us! Looking forward to hearing from you soon!

It was our absolute pleasure to have had Dr. Andrea Heuson, Pascale Hainline CRPC®, Jane Wooldridge, and Judy Zeder as the panelists for our most recent Women & Wealth Seminar Series Event where they discussed “Women at the Forefront of the Greatest Wealth Transfer in History”. We are honored to be able to empower women and to host such prominent panelists and guests. We want to thank our cohost The Jills Zeder Group, as well as Cultivate Public Relations and all of you who spent the morning with us. Can’t wait for the next one!
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Another successful symposium! We are so glad to have shared with everyone during 19th Annual Symposium, it is our pleasure to continue to be the platinum sponsor. We are also very proud to have so many members of our team engaged in the FPA as board members, speakers, and audience members. It was a wonderful day of learning, celebrating, and unbeatable views; we can’t wait for next year.

This year Coral Gables Magazine’s wealth issue discusses “Covid, Gender & Generation” to find out what our Managing Director, John Harris has to say about it and how were “walking the walk” head to the link in our bio.

If you don’t manage your inherited IRA correctly, you could face significant tax penalties. To see what our Vice President and Investment Officer, Michael Unger, had to say about it, check out the link in our bio.

We were thrilled to sponsor and attend the Miami EPC Fall Social Networking & Membership Event on Tuesday at Klaw Miami! Thank you to everyone who joined us for such a successful and enjoyable event! John Harris, our Managing Director, and Michael Unger, our Investment Officer, both of whom have served on the EPC board, represented Coral Gables Trust at the event. It’s always a pleasure to connect with the estate planning community.

Come visit us at the event! The Florida State Guardianship Association 37th Annual Conference- Journey to Empowerment

Our Vice President and Investment Officer Michael J. Unger CFP recently contributed to CNN Underscored article on how to build generational wealth. You can find his expert commentary on education, financial markets and more at the link in our bio.

Last Thursday, our team had the pleasure of joining the United Way Miami Professional Advisors Spring Seminar, sponsored by Coral Gables Trust. The seminar led to many enlightening conversations among leaders within the community on the timely topic of the sunsetting of the estate tax exemption. It was a valuable opportunity to gain insights from diverse perspectives. Thank you to all who attended!

Supporting meaningful causes is at the heart of our mission, and Informed Families/The Florida Family Partnership holds a special place in our hearts. Our CGT team, along with family, and friends, came together at Joe's Stone Crab for a memorable evening of giving back. We were privileged to sponsor such a meaningful dinner.

The firm wants to congratulate John Harris, Managing Director, for his award in leading the 2023/24 Estate Planning Council of Greater MiamiEstate Planning Council as its President and we congratulate Don Kress, CEO, for receiving the honorary Miami Estate Planning Council Legacy Distinguished Estate Planner award!

Coral Gables Trust is a proud sponsor of the Estate Planning Council of Greater Miami‘s Meeting and Workshop. Our managing director, John Harris, who also serves as EPC's current president, led the May workshop. We commend their member's commitment to constantly continuing their education.

Wondering about the surge in gold prices and what it means for your portfolio? Our Investment Officer and Vice President, Michael Unger, shares valuable insights on the future of this precious metal for CBS News. Will it continue to shine or reach its peak? Find out in their latest article. Link in bio!

Still basking in the success of the incredible networking event we cohosted at Regatta Grove last Thursday! A huge thank you to all the amazing organizations and generous sponsors who made it possible. Financial Planning Association of Miami, Estate Planning Council of Greater Miami, Miami-Dade Bar,
Florida Institute of CPAs (FICPA), CFA Society Miami, STEP MIAMI,
Tax Efficient Solutions, Pension Services, Inc., CAF America, J.P. Morgan Asset Management, Chicago Atlantic Group, Melanie Hyer, Hindman Auctions,
Coral Gables Community Foundation and Schafer Cullen Capital Management.

Last Thursday we hosted an unforgettable joint event at Regatta Grove with an array of fantastic organizations! It was great to join forces with Financial Planning Association of Miami, Estate Planning Council of Greater Miami, Miami-Dade Bar, Florida Institute of CPAs, CFA Society - Miami and Step Miami. A huge thank you to our generous sponsors Tax Efficient Solutions, Pension Services Inc,
CAF America, J.P. Morgan Asset Management, Chicago Atlantic Group, Melanie Hyer, Hindman Auctions, Coral Gables Community Foundation and Schafer Cullen Capital Management for their invaluable support in making this event a success!