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George Perez

Founding Principal, Senior Client Advisor

GenTrust

United States, Florida, Miami

About Me

George is a founder of GenTrust and is responsible for the management of several of GenTrust’s largest client relationships. George’s magnetic personality and intolerance for pretense have endeared him to ultra-high-net-worth individuals and families who have entrusted him with their wealth for almost two decades. Given the multi-national needs of many GenTrust clients, he often is called upon to direct clients’ legal and tax advisors in regard to estate planning, charitable giving, wealth transfer and tax planning issues. Prior to co-founding GenTrust, George was a First Vice President in the International Wealth Management Group at Merrill Lynch. Within Merrill, he served as an integral

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Profile Information

Founding Principal, Senior Client Advisor

GenTrust

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Miami

Florida

United States

Aug 11, 2025

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