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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
  • South Florida Business Journal

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
  • South Florida Business Journal

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
  • Coral Gables Magazine

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
  • citybiz

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
  • citybiz

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
  • Coral Gables Magazine

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
  • CBS News

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
  • citybiz

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
  • Yahoo Finance

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
  • Coral Gables Magazine

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
  • U.S.News & World Report

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
  • Stroll Cocoplum

Welcome to Florida: Timely Tax Strategies for the Wealthy

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