Coral Gables Trust Hosts Exclusive Dinner At The Breakers For Florida’s Top Trust, Estate & Probate Professionals


More than 120 guests attended the invitation only event held at the refined Flagler Steakhouse

Sponsors: John Harris of Coral Gables Trust Company, Adam Sendzischew of Jones Lowry, Cynthia Beamish of University of Miami’s Office of Estate & Gift Planning, and Andrew Kravit of Kravit Estate Appraisers.

For the eighth consecutive year, Coral Gables Trust Company (CGTC), the largest independent and privately held trust company headquartered in South Florida with over $1.4 billion in assets under management, hosted its signature, invitation only, dinner at the refined Flagler Steakhouse at The Breakers, Palm Beach in collaboration with the University of Miami’s Office of Estate & Gift Planning, Jones Lowry, Kravit Estate Appraisers and Transitions Management.

More than 120 guests attended, including some of the top trust, estate and probate attorneys from around the state. Held on the second night of the Florida Bar’s 37th annual Real Property, Probate and Trust Law Annual Attorney/Trust Officer Liaison Conference, the exclusive dinner has become one of the premier events of the conference.

Upon arrival, guests were greeted with a champagne welcome and treated to a cocktail reception before attending the five-course dinner, held in the resort’s renowned golf course clubhouse. Guests enjoyed networking with like-minded professionals, selected sommelier wine pairings, and panoramic views of the golf course and city skyline while dinning at one of the finest steakhouses in South Florida.

“It’s been extremely rewarding to watch this event grow throughout the years, becoming one of the most sought after events held during the conference, said John Harris, managing director of Coral Gables Trust Company. “I am grateful to our sponsors who helped make this year’s event our best one yet. We look forward to hosting future events for the trust, estate and probate community in Florida who share our commitment to providing high level wealth management services, valued financial insight, and trusted fiduciary services to clients.”

Adding to the evening’s festivities, Coral Gables Trust Company also held a fine wine raffle in which a few lucky guests received a double magnum bottle of the Prisoner, a magnum bottle of Stags Leap Artemis, and a magnum bottle of Joseph Phelps and a bottle of Caymus.

Sponsors of the exclusive evening, included the University of Miami Office of Estate & Gift Planning, the University’s charitable gift department,Jones Lowry, an independent life insurance planning firm with 40 years of experience in both domestic and international markets; Kravit Estate Appraisals, a certified appraisal and estate liquidation firm that offers assistance to grantors, beneficiaries and fiduciaries regarding the valuation and representation of tangible personal property assets;Transitions Management Estate Services, a firm providing professional ancillary services to Estates, Trusts, Probate, Guardianship and Wealth Management Representatives who require reputable assistance during the Estate Settlement and Trust Administrative process.

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 $1.4 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning 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.

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