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In the News

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

CBS NEWS article titled "Buying 1-ounce gold bars as a beginner? Do these 5 things first, experts say." Read the full article here: https://cgtrust.com/wp-content/uploads/2025/01/cbsnews.com_07.10.24.pdf

Buying 1-ounce gold bars as a beginner? Do these 5 things first, experts say

July 2024 CNN underscored article titled "How to build generational wealth." Read full text: https://cgtrust.com/wp-content/uploads/2025/01/cnn-underscored_07.05.24pdf.pdf

How to build generational wealth

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