Business claimed
Last updated: Over a year ago
Call Today
About Coral Gables Trust Company
Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over a billion dollars of assets under management, and a leading provi Go to full description...
Contact information
786-497-1217
M-F 8:30am-5pm, Sa-Su Closed
Images and videos (33)
Additional business details
Email address:
jharris@cgtrust.com
Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over a billion dollars of assets under management, and a leading provider of wealth management and trust services throughout the State.
Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million -- inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds.
Devoted toward putting our clients’ interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees.
Services:
wealth management, investment management, trust services, estate planning, estate settlement, delegated trust, trust, trust domestication, financial planning, special needs trust, financial advisor, retirement
Specialties:
wealth managment, investment managment, investments, trust services, trust, trust domestication, special needs trust, estate planning, estate settlement, financial plannig, delegated trust, escrow accounts, directed trust, domestic trust