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In the News

South Florida Business Journal article titled "Marjory Stoneman Douglas honored at yacht club event." Read the full text here: https://cgtrust.com/wp-content/uploads/2025/05/Bizjournals.com_05.08.25-2.pdf

Marjory Stoneman Douglas Honored at Yacht Club Event

Jan 2025 South Florida Business Journal article titled "How Trum's tax cuts, deregulation policies could impact South Florida's private wealth industry." Read the full text: https://cgtrust.com/wp-content/uploads/2025/01/bizjournals.com_01.27.25.pdf

How Trump’s tax cuts, deregulation policies could impact South Florida’s private wealth industry

Jan 2025 Coral Gables Magazine Cover titled "The Art of Healthy Aging." Read full text: https://cgtrust.com/wp-content/uploads/2025/01/Coral-Gables-Magazine_January-Issue.pdf

When Women Ran Fifth Avenue Book Talk

Dec 2024 citybiz article titled 'Linda Duessel Talks Post-Election Market Outlook At Coral Gables Trust Dynamic Wealth Event.' Read the full text: https://cgtrust.com/wp-content/uploads/2025/01/citybiz.com_12.18.24.pdf

Linda Duessel Talks Post-Election Market Outlook At Coral Gables Trust Dynamic Wealth Event

Dec 2024 citybiz article titled "Coral Gables Trust Celebrates 20th Anniversary Milestone and Reaches $2.5 Billion In Assets Under Management." Read the full article: https://cgtrust.com/wp-content/uploads/2025/01/citybiz.com_12.01.24.pdf

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

Dec 2024 Coral Gables Magazine Cover titled 'The Year in Review 2024.' Read full text: https://cgtrust.com/wp-content/uploads/2025/01/Coral-Gables-Magazine_December-2024.pdf

CGT 20th anniversary and $2.5 billion AUM milestone

Nov 2024 cbsnews article titled "Should seniors invest in gold in 2025? Here's what experts say." Read the full text: https://cgtrust.com/wp-content/uploads/2025/01/cbsnews.com_11.27.24.pdf

Should seniors invest in gold in 2025? Here’s what experts say

Citybiz article titled "Coral Gables Trust and Judy Zeder Host Panel Discussion on the Greatest Transfer of Wealth in History." Read the full article: https://cgtrust.com/wp-content/uploads/2025/01/citybiz.com_11.20.24.pdf

Coral Gables Trust and Judy Zeder Host Panel Discussion on the Greatest Transfer of Wealth in History

Aug 2024 yahoo!finance article titled "Financial Planners: The Top 5 Questions People Ask About Retirement." Read the article here: https://cgtrust.com/wp-content/uploads/2025/06/YahooFinance.com_08.11.24-3.pdf

Top 5 Questions People Ask About Retirement

OCT 2024 Coral Gables Magazine Cover titled "Annual Dog Issue." Read full text: https://cgtrust.com/wp-content/uploads/2024/10/Coral-Gables-Magazine_October-2024.pdf

Covid, Gender & Generation

Sept 2024 US News & World Report article titled "How to Manage an Inherited IRA." Read the full article at: https://cgtrust.com/wp-content/uploads/2025/01/US-News-World-Report_09.05.24.pdf

How to Manage an Inherited IRA

Aug 2024 Stroll Magazine Cover titled "The multi-talented Ricardo Romano, and the family behind Magic 13 Brewery." Read full text: https://cgtrust.com/wp-content/uploads/2024/10/Stroll-Magazine_August-2024.pdf

Welcome to Florida: Timely Tax Strategies for the Wealthy

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…