John Harris managing director estate planning
JOHN HARRIS OF CORAL GABLES TRUST COMPANY APPOINTED TO THE ESTATE PLANNING COUNCIL OF GREATER MIAMI'S BOARD OF DIRECTORS
Harris to Assist in Leading Premier Local Professional Estate Planning Organization
CORAL GABLES, Fla. (May 31, 2018)
- Coral Gables Trust Company (CGTC)
, the largest independent and privately held trust company headquartered in South Florida with over $1.2 billion in assets under management, is pleased to announce that Managing Director John Harris been appointment to the Board of Directors of the Estate Planning Council of Greater Miami.
Founded in 1949, the Estate Planning Council of Greater Miami is the premier local organization for professionals involved in the estate planning process with a focus on establishing and maintaining the highest professional and educational standards in the community and fostering the public's awareness of the importance of financial planning. Membership consists of professionals from the accounting, financial planning, insurance, law, planned giving, and trust services industries, and provides an active forum for networking with the best practitioners in the field, including high quality seminars and meetings to educate and promote best practices.
Harris, past president of the Broward Estate Planning Council, joins an esteemed group of local estate planning leaders on the Estate Planning Council of Greater Miami's 15-member Board of Directors.
"I am honored for the opportunity to join the leadership of The Estate Planning Council of Greater Miami and look forward to working with my fellow board members, who I admire and respect, to continue setting high standards for the estate planning community in Miami and to increase awareness of the importance of estate planning," said Harris.
The appointment comes on the heels of Harris' recent appointment to the Board of Directors of STEP Miami, a professional association of industry practitioners helping families plan their assets across generations. Additionally, Harris is actively involved with several community and professional organizations and has extensive involvement with The Real Property Probate Trust Law Section, The Elder Law Section and the Tax Section of the Florida Bar, The Society of Trust and Estate Practitioners, The Coral Gables Community Foundation, Coral Gables Chamber of Commerce, Miami Chapter of the International Food and Wine Society and the Georgetown University Alumni Association.
With more than 28 years of industry experience, Harris has worked with a myriad of affluent and high net worth individuals, families, foundations and institutions on matters concerning investment management, wealth preservation, trust, private banking, commercial lending, financial and estate planning. His keen industry knowledge and leadership has played a key role in CGTC growth and status as a leading provider of wealth investment management and trust services throughout Florida.
About Coral Gables Trust Company
Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over $1.2 billion in assets under management, and a leading provider of wealth management and trust services throughout the State. Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million - inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds. Devoted toward putting our clients' interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees.