Curated News
By: NewsRamp Editorial Staff
August 08, 2025
Coral Gables Trust Hosts Premier ATO Dinner at The Breakers Palm Beach
TLDR
- Coral Gables Trust's Annual ATO Dinner offers professionals a unique opportunity to network and gain insights into wealth management and fiduciary services.
- The Annual ATO Dinner by Coral Gables Trust, in collaboration with the University of Miami, combines educational programming with networking for legal and financial professionals.
- Coral Gables Trust's Annual ATO Dinner fosters meaningful connections and collaboration among professionals, enhancing services for clients and the community.
- Coral Gables Trust's Annual ATO Dinner featured live entertainment, sommelier-selected wines, and a raffle, making it a memorable evening for attendees.
Impact - Why it Matters
This event underscores the importance of networking and collaboration among legal and financial professionals, which is crucial for the advancement of trust and wealth management services. For clients and the community, such gatherings ensure access to a network of trusted advisors committed to excellence and innovation in financial planning and estate management.
Summary
Coral Gables Trust, a leading independent trust and wealth management firm in Florida, recently hosted its Annual ATO Dinner at The Breakers Palm Beach, in collaboration with the University of Miami’s Office of Estate & Gift Planning. This prestigious event, part of the Attorney/Trust Officer Liaison Conference, brought together legal and financial professionals for an evening of networking, live entertainment, and a gourmet dinner paired with sommelier-selected wines. The dinner also featured a raffle of premium wines, adding a festive touch to the occasion. Donald A. Kress, CEO of Coral Gables Trust, and John Harris, Managing Director & Chief Wealth Advisor, highlighted the importance of the event in fostering professional relationships and community spirit. The dinner was supported by Silver Sponsors including Freeman’s | Hindman Auctions & Appraisals, mpi, and Quantum Realty Advisors, underscoring the collaborative nature of the ATO Conference.
Founded in 2004, Coral Gables Trust has grown into a premier provider of trust and wealth management services, with a strong presence in South Florida. The firm's commitment to transparency, personalized advice, and conflict-free services has made it a trusted partner for affluent families and professionals. The Annual ATO Dinner is a testament to Coral Gables Trust's dedication to the legal and fiduciary community, offering a platform for meaningful connections and professional growth. For more details, visit Coral Gables Trust.
Source Statement
This curated news summary relied on content disributed by citybiz. Read the original source here, Coral Gables Trust Hosts Premier ATO Dinner at The Breakers Palm Beach
