Women and Wealth Seminar Series

07/15/2022

On May 3rd, Coral Gables Trust held its Women and Wealth Series event at Caffe Abbracci. The event was moderated by CEO & Founder featured founder and former CEO of Independent Purchasing Cooperative, Janet Risi Field.

Thank you to all the women who attended!

06/08/2022

Coral Gables Trust Co-Hosted The Fine Art Group Luncheon at the Institute of Contemporary Art. The event featured The Fine Art Groups President, Americas, Anita Heriots’ presentation titled, “It is all about value: an expert’s view into the art & collectibles market.”

Anita engaged the audience by discussing the value of artworks, antiques, and jewelry. She also discussed the IRS guidelines and tax implications for tangible assets with our attendees.

The event was co-hosted by Nancy Batchelor and sponsored by Braman Miami. Following the presentation, guests were offered a guided tour of the ICA Miami.

11/15/2021

Please join us in welcoming tomorrow to our Women & Wealth Seminar Series three of South Florida's leaders in the preservation and management of wealth and generational family law. You won't want to miss this one! Click below to register for tomorrow's conversation from 11:30 am - 12:30 pm.

https://lnkd.in/esvsrkBf

08/06/2021

Women & Wealth Seminar Series Presents at the Miami Beach Chamber of Commerce

7 Steps to Redefining Your Wealth, Giving and Legacy Planning Presented by Christine Galliano, Wealth Advisor @ Coral Gables Trust & Moderator, WWSS

Watch the presentation: https://youtu.be/3ScO8Or-o0g

Women & Wealth Seminar Series presents at the Miami Beach Chamber of Commerce, Women's Business Council.

03/31/2021

March, Celebrating Women 📣

Meet our extraordinary women at

Naty Tolosa Marketing Associate

Natalia and her husband love to try new restaurants 🥙🍣 and running 🏃🏻‍♀️ on the weekends.
Her favorite thing to do is spend time with her family and friends 👯‍♀️
Even though she has a career in Marketing, she has a business as a personal shopper 🛍

03/30/2021

March, Celebrating Women 📣

Meet our extraordinary women at

Natalia Tarazona-Montero
Assistant Vice President, Relationship Manager & Client Advisor

Natalia loves to travel with her husband ✈️⛰🏝👩‍❤️‍👨 She enjoys gardening 🧑‍🌾 and just home improvement in general. Loves to try new foods, but her favorite is sushi 🍱🍣
She enjoys cycling 🚴🏻‍♀️ at the gym with her friends and she recently graduated from NSU Law ⚖️👩🏻‍🎓

03/29/2021

March, Celebrating Women 📣

Meet our extraordinary women at

Hyewon Son, Fiduciary Counsel Intern

Hyewon is from Korea. She loves installation arts and architecture, she enjoys reading 📖 architecture and design magazines. She also swim 🏊🏻‍♂️ and horse ride 🐎 on weekends and recently began to learn to play tennis 🎾

Two of her favorite books is Antifragile and Black Swan written by Nassim Nicholas Taleb.
Her favorite quote is: “The antifragility is beyond resilience or robustness. The antifragile loves randomness and uncertainty, which also means a love of errors.”

03/26/2021

March, Celebrating Women 📣

Meet our extraordinary women at

Eileen Santana Executive Vice President, Senior Relationship Manager & Manager of Trust Operations

Eileen enjoys reading 📖 She loves going on road trips🚙 and her favorite thing to do is watching movies 📽 with her family 👨‍👩‍👧‍👦

03/25/2021

March, Celebrating Women 📣

Meet our extraordinary women at

Michelle Viteri Assistant Vice President & Trust Officer

Michelle loves to take road trips with her family 🚙👨‍👩‍👧‍👦
She also loves live concerts 🎤 her last concert was when she took her daughter to see Billie Eilish 🎙🎵
Her favorite thing to do is spend time with friends 👯‍♀️🥂and family 👨‍👩‍👧‍👦

03/24/2021

March, Celebrating Women 📣

Meet our extraordinary women at

Dominique Alexander, Senior Vice President, Chief Financial Officer & HR Manager.

Dominique loves to spend time with her husband and three beautiful daughters 🎀they love to do picnics in their backyard, cook together 🥧, play card games 🧩and tennis. Her husband and her also love to go out on date nights 🍷to spend quality time together. Her life verse is Philippians 1:6 “Being confident of this, that He who began a good work in you will carry it on to completion until the day of Christ Jesus”

03/24/2021

March, Celebrating Women 📣

Meet our extraordinary women at

Yuly Lopez ,Assistant Vice President & Assistant Marketing Manager

Yuly loves everything about food. From new places to new flavors and recipes 🍔🍣🥧
Besides her passion for food, now her new passion is being a mom 🤱🏻👶🏻

03/23/2021

https://youtu.be/F2KmLKgtSAw

What a series! Thank you for joining us on March 17th.
90 minutes filled with wisdom & accomplishments.

If you would like to watch the session again, please click on the link above. We are grateful for your support and following, and we look forward to welcoming you in the upcoming months. Stay tuned!

Keynote Speaker: Christine Ramirez Managing Partner at Dale Carnegie Training South Florida As Partner and Vice President of Dale Carnegie Training Southeast...