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

George Perez
Founding Principal, Senior Client Advisor
GenTrust
United States, Florida, Miami
About Me
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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