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Law.com Advice for Protecting Clients After Big Trial Wins

Beyond the Verdict: Coral Gables Trust Attorney Shares Advice for Protecting Clients After Big Trial Wins

Coral Gables Magazine_October 2025 The Wealth Issue

Coral Gables Magazine October Issue Wealth Management Section

People Florida wealth managers impacting financial futures

Gold Is a Safe-Haven Investment, But It’s Not Foolproof. 10 Crucial Facts to Know Before You Invest

3 Tools the Wealthiest Americans Use To Safeguard Their Generational Wealth

Coral Gables Trust Hosts Annual ATO Dinner At The Breakers Palm Beach

South Florida wealth management firm names new president, C-suite executives

Want to maximize your savings? Here’s where financial advisors are keeping their money this July.

June 1015 Newsweek article titled "401(k) Millionaires Plunge." Read the full article here: https://cgtrust.com/wp-content/uploads/2025/06/Newsweek.com_06.04.25.pdf

401(k) Millionaires Plunge

May 2025 South Florida Business Journal article titled "Nonprofit hosts 40th annual dinner at Joe's Stone Crab in Miami Beach." Read the full article here: https://cgtrust.com/wp-content/uploads/2025/05/SouthFloridaBusinessJournal.com_05.22.25-2.pdf

Nonprofit Hosts 40th Annual Dinner at Joe’s Stone Crab in Miami Beach

Cover of 7 Ways to Invest With a Weakening U.S.Dollar by U.S.News & World Report. Read the full text here: https://cgtrust.com/wp-content/uploads/2025/05/U.S.NewsWorldReport.com_05.22.25.pdf

7 Ways to Invest With a Weakening U.S. Dollar

May 2025 citybiz article titled "Coral Gables Trust Celebrates New Boca Raton Office with Grand Opening Event." Read the full article here: https://cgtrust.com/wp-content/uploads/2025/05/citybiz.com_05.10.25-1.pdf

Coral Gables Trust Celebrates New Boca Raton Office with Grand Opening Event

Events

Philanthropic Events

Matters

Linda Duessel Talks Post-ElectionMarket Outlook At Coral Gables TrustDynamic Wealth Event

DECEMBER 18, 2024 Nationally renowned equity strategist Linda Duessel, CFA, CPA, CFP®, Senior Equity Strategist and Senior Vice President at Federated Hermes, provided her post- election market outlook for 2025…

Coral Gables Trust Celebrates 20thAnniversary Milestone and Reaches $2.5Billion In Assets Under Management

December 1, 2024 Coral Gables Trust, one of the fastest-growing trust and wealth management firms headquartered in Florida and a leading provider of Wealth Management, Trust and Estate, and Financial…

Linda Duessel Talks Post-ElectionMarket Outlook At Coral Gables TrustDynamic Wealth Event

DECEMBER 18, 2024 Nationally renowned equity strategist Linda Duessel, CFA, CPA, CFP®, Senior Equity Strategist and Senior Vice President at Federated Hermes, provided her post- election market outlook for 2025…

Coral Gables Magazine-The QArt of healthy Aging

Coral Gables MagazineCoral Gables Magazine is published to provide the residents of the city with intelligence about its culture, business, politics, and people, with information about civic issues, entertainment options,…

Nonprofit hosts 40th annual dinner atJoe's Stone Crab in Miami Beach

South Florida Seen is a weekly photo feature of events hosted by local companies andnonprofit organizationsBy Eileen CukierMay 22, 2025 40th Annual Dinner at Joe’s: Coral Gables Police Chief Ed…

Coral Gables Trust Celebrates New BocaRaton Office with Grand Opening Event

MAY 10, 2025 Coral Gables Trust, one of South Florida’s largest independent trust and wealth management firms, celebrated the opening of its new Boca Raton office with a grand opening…

South Florida wealth management firmnames new president, C-suite executives

By Eman Elshahawy – Digital Producer/Reporter, South Florida Business JournalJul 18, 2025 Story Highlights Richard DeNapoli appointed president of Coral Gables Trust Company. Eileen Santana and Ivan Shegota promoted to…

Coral Gables Trust Hosts Annual ATO Dinner At The Breakers Palm Beach

AUGUST 8, 2025Coral Gables Trust, one of Florida’s fastest-growing independent trust and wealth management firms, proudly hosted its Annual ATO Dinner on Friday, August 1, 2025, at the Flagler Steakhouse…