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Coral Gables Trust Company opens Boca office

South Florida’s largest independent and privately held trust and wealth management company is getting bigger.

Coral Gables Trust Company, which has more than $1.5 billion under management, opened its fourth South Florida location in Boca Raton at 2255 Glades Road. The company also recently opened an office in Fort Lauderdale on East Las Olas Boulevard, preceded by its first Palm Beach County office in West Palm Beach in 2011. The new office, the company said in a release, will allow it “to better serve clients and accommodate for its continued success.”

“The response to our services continues to resonate with South Florida residents, and trust and estate professionals,” said James W. Davidson, Co-Founder & CEO of Coral Gables Trust. “We are local, personal, and have far more flexibility and creativity in providing solutions for our clients than many of the large financial institutions. Our guiding principle is that our clients’ interest always comes first, and during uncertain times, these values have never been more reassuring for clients.”

Co-Founder and CEO James W. Davidson, said the firm provides a “local and focused approach” to wealth management and fiduciary services to local affluent and moderately high net worth families, non-profits, and professionals. Services include providing robust investment management, a range of trust services, and financial planning.

The Boca office is managed by Senior Vice President and Senior Relationship Manager Ivan Shegota, a finance and trust industry veteran who also manages the West Palm office.

“Our new office will allow us to better serve our existing and new clients in Palm Beach County and the Boca Raton area,” added Shegota.

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Drew Limsky

Drew Limsky

Editor-in-Chief

BIOGRAPHY

Drew Limsky joined Lifestyle Media Group in August 2020 as Editor-in-Chief of South Florida Business & Wealth. His first issue of SFBW, October 2020, heralded a reimagined structure, with new content categories and a slew of fresh visual themes. “As sort of a cross between Forbes and Robb Report, with a dash of GQ and Vogue,” Limsky says, “SFBW reflects South Florida’s increasingly sophisticated and dynamic business and cultural landscape.”

Limsky, an avid traveler, swimmer and film buff who holds a law degree and Ph.D. from New York University, likes to say, “I’m a doctor, but I can’t operate—except on your brand.” He wrote his dissertation on the nonfiction work of Joan Didion. Prior to that, Limsky received his B.A. in English, summa cum laude, from Emory University and earned his M.A. in literature at American University in connection with a Masters Scholar Award fellowship.

Limsky came to SFBW at the apex of a storied career in journalism and publishing that includes six previous lead editorial roles, including for some of the world’s best-known brands. He served as global editor-in-chief of Lexus magazine, founding editor-in-chief of custom lifestyle magazines for Cadillac and Holland America Line, and was the founding editor-in-chief of Modern Luxury Interiors South Florida. He also was the executive editor for B2B magazines for Acura and Honda Financial Services, and he served as travel editor for Conde Nast. Magazines under Limsky’s editorship have garnered more than 75 industry awards.

He has also written for many of the country’s top newspapers and magazines, including The New York Times, Washington Post, Los Angeles Times, Miami Herald, Boston Globe, USA Today, Worth, Robb Report, Afar, Time Out New York, National Geographic Traveler, Men’s Journal, Ritz-Carlton, Elite Traveler, Florida Design, Metropolis and Architectural Digest Mexico. His other clients have included Four Seasons, Acqualina Resort & Residences, Yahoo!, American Airlines, Wynn, Douglas Elliman and Corcoran. As an adjunct assistant professor, Limsky has taught journalism, film and creative writing at the City University of New York, Pace University, American University and other colleges.