Latest News from Naples Trust Company, Florida

Don’t Wait to Address 2025 Estate Tax Exemption

Posted on October 1, 2024

A critical milestone is fast approaching in the gift and estate tax landscape. The gift tax exemption, a cornerstone tool of estate planning, is set to be cut approximately in half at the end of 2025. This exemption allows individuals to transfer substantial wealth to their heirs and beneficiaries without incurring a tax and has

Deborah Izzi Joins Tampa Bay Trust Investment Team

Posted on September 24, 2024

The Tampa Bay Trust Company is pleased to announce the addition of Deborah Izzi, CFA, Senior Vice President, Senior Portfolio Manager to the investment management team and asset management committee. She is responsible for managing her clients’ portfolios to meet their financial goals by adjusting allocations, strategies and security selection to reflect market conditions and

Pappas Awarded 40 Under 40 by TBBJ

Posted on September 19, 2024

Louis N. Pappas, Senior Vice President and member of the Family Office Services team at The Tampa Bay Trust Company was recently chosen as a 40 Under 40 recipient by The Tampa Bay Business Journal. More than 500 candidates were considered for this prestigious honor based on their tireless work and positive effect on Tampa Bay’s business community. Louie is responsible for business development for Family Office Services in the Tarpon Springs market and surrounding communities.

Peter J. Knize named Chief Fiduciary Officer

Posted on August 26, 2024

The Sanibel Captiva Trust Company is pleased to announce the promotion of Peter J. Knize, J.D., LL.M., AEP® to Chief Fiduciary Officer, leading the Trust and Estate Administration team corporatewide

Women and Wealth Transfer

Posted on August 16, 2024

In the United States, a monumental shift in wealth is occurring toward women. Acknowledging that more women are employed in this generation and financially independent than any other time in our history, there is no doubt that the combination of longevity in women, the aging of baby boomers and The Great Wealth Transfer is compounding the vast amounts of inherited assets passing to women from their spouses and parents. This leap forward in the transfer of wealth marks a pivotal moment, particularly for women, presenting opportunities to secure financial futures and build generational wealth beyond what many would have imagined just a generation ago. So, understanding what is most important to women and the difference in approaches to investing from men is crucial in effectively managing this wealth and making the most of it for the client.

Naples Trust Company Celebrates 15 Years

Posted on June 25, 2024

Billie Ann Porter, President of The Naples Trust Company announced they are celebrating the company’s 15th anniversary this month serving the Naples-Marco Island and Bonita Springs communities. Naples Trust, a division of The Sanibel Captiva Trust Company opened its doors in June of 2009 and has experienced consistent growth of clients, employees and assets under management ever since.

Virginia Cabai Joins Sanibel Captiva Trust Fiduciary Team

Posted on June 24, 2024

The Sanibel Captiva Trust Company is pleased to welcome Virginia “Ginny” A. Cabai, J.D., LL.M., Senior Vice President, Fiduciary Officer to the in-house team of attorneys corporatewide. Cabai administers trusts and estates for families and business owners, builds relationships with successive generations and assists them with future planning.

Extreme Vacations and Your Documents

Posted on June 24, 2024

Planning an extreme vacation this year? Whether you are swimming with orcas in the fjords of Norway, trekking through the Patagonia parks in Chile, or going on safari in the Serengeti, significant planning is in order. You will no doubt have a long travel checklist. Along with those checklists, you should also include reviewing important estate planning documents prior to your trip.

Jodi Schwartzel Joins Sanibel Captiva Trust Investment Team

Posted on June 20, 2024

The Sanibel Captiva Trust Company is pleased to announce the addition of Jodi Schwartzel, Vice President, Portfolio Manager to the investment management team. Along with other members of the Trust Company team, Schwartzel meets with clients to understand their short and long-term investment goals and manages their portfolios to meet ongoing lifestyle needs and family aspirations.

Christopher Morgan Joins Portfolio Management Team

Posted on May 8, 2024

Christopher D. Morgan, CFA, CFP®, CAP has joined The Sanibel Captiva Trust Company as a member of the portfolio management team in Fort Myers, FL. He has more than a decade of financial industry experience and is responsible for consulting with his clients and managing investment portfolios to meet their goals and objectives.