21st Aug 2015
Richard DeNapoli, Esq., LL.M., CFP®, is an attorney licensed in the state of Florida with over 12 years of financial planning, real estate and estate planning experience.
Richard DeNapoli has over 12 years of experience in law and trust services. He is a native of Hollywood, Florida, and a graduate of the University of Miami School of Law (2008, LL.M., Estate Planning), Fordham Law School (2002, J.D.) and New York University (1999, B.A., Politics; B.A. Italian). Richard’s was a Trust and Investment Officer with Northern Trust for more than five years. Prior to joining Northern Trust, Richard practiced law successfully in his own Practice working with clients primarily on estate planning and real estate matters.
Richard is also a longtime member of the Real Property Probate and Trust Law Section of the Florida Bar. He is a member of the management team at Coral Gables Trust, serving as Senior Trust Officer, Chief Fiduciary Counsel.
Coral Gables Trust is a leading provider of investment management and trust and estate services in South Florida. Founded in 2004 as a locally owned and operated independent trust company, CGTC serves a client base, ranging in size from $1 million to over $50 million; which includes affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds. CGTC strives to provide totally conflict-free services to our clients, combining personalized advice and service, open-architecture (no proprietary products), asset based fees, and a culture totally devoted toward putting our clients’ interests first. Coral Gables Trust was voted Best of Miami in 2007 by Miami Today, and voted for the second consecutive year Best Trust Company in Coral Gables 2011, by the United States Commerce Association (USCA), placing The Company among the sector’s elite.
Richard DeNapoli is a key figure at Coral Gables Trust in providing their clients with comprehensive wealth management, trust and estate services. Some of the services offered at Coral Gables Trust are:
- Wealth Management. Richard helps clients select, create and implement the appropriate wealth planning and asset allocation strategies, while providing tax planning support services. He will collaborate with you and other advisors to integrate all aspects of your wealth management and estate plan.
- Trust and Estate Management. Richard and other officers provide thoughtful and expert advice on matters ranging from trust planning and administration through asset protection strategies for the long run.
- Foundations and Philanthropic Advisory Services. Giving back to the community is a core value of Coral Gables Trust. Richard assists you with the coordination of your foundation structure, ownership, charitable giving, taxes, investment planning and cash flow objectives.
Richard DeNapoli is available to assist you in all of your financial planning needs.
Contact Richard DeNapoli at (786) 497-1216 to see how he can help you manage your financial assets and other legal requirements. You can also visit his website for more information on his law practice.