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Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over $1.5 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 is a fee only advisor. -
James W. Davidson
Chairman, President & CEO
Office: 786.693.6060
Richard DeNapoli, J.D., LL.M.,CFP®
Managing Director
Chief Trust Officer
Fiduciary Counsel
Office: 786.497.1216
Email: This email address is being protected from spambots. You need JavaScript enabled to view it. -
John Harris
Managing Director
Chief Wealth Advisor
Office: 305.443.2544
Cell: 954.864.9441
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.Mason Williams
Managing Director
Chief Investment Officer
Office: 786.497.1214
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
In the news
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10/22/2020"Risk management is essential for any business. You should also have a strong personal banking relationship, which can be very helpful in an emergency like the COVID-19 shutdown." |
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10/22/2020Coral Gables Trust Company offers something extra that distinguished it from many wealth management companies trust and estate services. The firm advises clients on setting up Trust-separate entities that hold client assets to minimize taxes and ease transfer of wealth to heirs when the client dies. |
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10/07/20202020 brought volatility to markets that has not been witnessed in a decade. The recession we entered in February and likely exited this June, was one of the shortest and deepest on record. |
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09/22/2020The Firm prides itself on its local and focused approach, which affords a unique advantage of providing conflict-free services, personalized advice and far more flexibility than many large institutions. |
