Coral Gables Trust's Annual ATO Dinner Strengthens Professional Ties and Community Impact

The Annual ATO Dinner, hosted by Coral Gables Trust in partnership with the University of Miami’s Office of Estate & Gift Planning, serves as a pivotal event for legal and financial professionals in Florida. This year's gathering at The Breakers Palm Beach featured live entertainment, expert wine pairings, and a three-course dinner, alongside a raffle of premium wines, setting the stage for meaningful professional connections.

Donald A. Kress, CEO of Coral Gables Trust, and John Harris, Managing Director & Chief Wealth Advisor, underscored the dinner's dual role in celebrating the collaborative spirit of the Attorney/Trust Officer Liaison Conference (ATO Conference) and reinforcing professional relationships that benefit clients and the broader community. The event's success was further bolstered by the support of Silver Sponsors such as Freeman’s | Hindman Auctions & Appraisals, mpi, and Quantum Realty Advisors.

The ATO Conference is celebrated for fostering cooperation between attorneys and fiduciaries, offering a blend of educational content and networking opportunities. Coral Gables Trust's ongoing sponsorship and hosting of the dinner reflect its deep commitment to the legal and fiduciary sectors, as well as to the clients they serve. Since its founding in 2004, Coral Gables Trust has evolved into a leading independent trust and wealth management firm in South Florida, known for its transparency, personalized advice, and client-first approach. More details about their services can be found at https://cgtrust.com.

This event not only highlights the importance of professional collaboration in the trust and wealth management industry but also showcases how such gatherings can have a lasting impact on the community by enhancing the quality of service provided to clients. The Annual ATO Dinner stands as a testament to the power of partnership in driving forward the missions of non-profit organizations and charitable giving, aligning with the broader goals of the sector to serve the greater good.