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Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over $2 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning 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. -
James W. Davidson
Chairman, President & CEO
Office: 786.497.1212
Richard DeNapoli, J.D., LL.M.,CFP®
Managing Director
Chief Trust Officer
Fiduciary Counsel
Office: 786.497.1216
Email: rdenapoli@cgtrust.com -
John Harris
Managing Director
Chief Wealth Advisor
Office: 305.443.2544
Cell: 954.864.9441
Email: jharris@cgtrust.comMason Williams
Managing Director
Chief Investment Officer
Office: 786.497.1214
Email: mwilliams@cgtrust.com
In the news
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11/15/2021CityBiz: "Coral Gables Trust Surpasses $2 Billion Milestone In Assets Under Management" Coral Gables Trust Company, one of the top trust and wealth management firms headquartered in Florida, has suspassed $2 billion in assets under management (AUM) today, announced James W. Davidson, Chairman and CEO of Coral Gables Trust Company. |
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10/15/2021
Q3 2021 - Shifting Sands - Commentary from the Trust Investment Committee of Coral Gables Trust Company |
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10/4/2021As a wealth manager, Davidson thinks first of financial planning. He helps people map out goals to build and safeguard assets for themselves and future generations. He helps them decide where best to put their money, keeps tabs on investments and goals, and stays in touch. |
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9/2/2021Coral Gables Trust Company offers something extra that distinguishes it from many other wealth management companies: trust and estate services. The Firm advises clients on setting up trusts-separate accounts that hold client assets to minimize inheritance taxes and ease transfer of wealth to heirs after the client dies. |
