Gui Socarras

Gui Socarras is a Founding Principal and Senior Client Advisor at GenTrust, based in Miami, FL. He co-founded GenTrust in 2011 and manages several of the firm's largest relationships, particularly in the Sports and Entertainment industries, with a unique emphasis on the Latino market. His primary responsibilities include developing and overseeing fully customized financial plans for high-net-worth individuals and families, utilizing a deeply personal approach that spans multiple generations.

Gui has extensive expertise in transitioning Latin American high-net-worth clients from transactional to fee-based wealth management models, refined through over a decade as First Vice President at Merrill Lynch. At GenTrust, he works closely with the investment team, collaborating on diverse asset classes but specializing in complex wealth management solutions for clients with multinational needs. His experience is particularly relevant to clients navigating cross-border estate planning, charitable giving, and wealth transfer considerations.

He holds a Bachelor of Science in Business Administration from the University of Florida, providing a solid foundation for his work in comprehensive financial planning and investment management. Gui Socarras is recognized for his significant contributions to expanding GenTrust’s footprint in South Florida and building enduring client relationships in the sports, entertainment, and Latino segments of the wealth management sector.