Coral Gables Trust Celebrates Professional Collaboration at Annual ATO Dinner

Coral Gables Trust, a prominent independent trust and wealth management firm in Florida, recently hosted its Annual ATO Dinner at the prestigious Flagler Steakhouse at The Breakers Palm Beach. This event, held in collaboration with the University of Miami’s Office of Estate & Gift Planning, has become a key gathering for legal and financial professionals across the state. The dinner featured live entertainment, sommelier-selected wine pairings, and a three-course meal, alongside a raffle of premium wine bottles, marking another successful year of fostering professional connections.

Donald A. Kress, CEO of Coral Gables Trust, expressed his enthusiasm for the event, highlighting its role in creating meaningful connections and celebrating the collaborative spirit of the ATO Conference. John Harris, Managing Director & Chief Wealth Advisor, emphasized the importance of the dinner in strengthening professional relationships that ultimately benefit clients and the community. The event was supported by Silver Sponsors including Freeman’s | Hindman Auctions & Appraisals, mpi, and Quantum Realty Advisors, showcasing the broad support for the legal and fiduciary community.

The ATO Conference is renowned for its commitment to enhancing collaboration between attorneys and fiduciaries, offering both educational opportunities and the chance to build lasting professional relationships. Coral Gables Trust’s continued sponsorship and hosting of the ATO Dinner underscore its dedication to supporting the legal and fiduciary community and the clients they serve. Founded in 2004, Coral Gables Trust has grown from a startup to a leading independent firm in South Florida, offering transparent, high-level wealth management and fiduciary services. For more information, visit https://cgtrust.com.