Our Services

Our Services

Our Capabilities & Service Offerings

Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida, and a leading provider of wealth investment 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’ interests first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset-based fees. CGTC was voted Best of Miami in 2007 by Miami Today and Best Trust Company in Coral Gables by the United States Commerce Association (USCA), placing the company among the sector’s elite.
 

Local and independently owned wealth management company
Full array of investment and trust services
We work with affluent and high net worth individuals, families and institutions
Our board is comparable to that of a Fortune 500 company
Highly experienced private client wealth advisors
Outstanding client-centric service
Competitive asset-based fee schedule (not commissioned)
 
 

Wealth Management



Coral Gables Trust has two objectives: Safe preservation of your capital and continuing growth of core investments.

 
We work with you to select, create and implement the appropriate wealth planning and asset allocation strategies, while providing tax planning support services.
 
Coral Gables Trust's premier senior officers collaborate with you and other advisors to integrate all aspects of your wealth management and estate plan.
 
In short, we provide all the strategic advice needed to equip you for challenging times.

Trust and Estate Management



Efficient servicing and administering your financial needs is crucial to our Coral Gables Trust leadership and management team.

 
Coral Gables Trust first listens, then offers thoughtful advice on matters ranging from trust planning and administration through asset protection strategies for the long run.
 
We can help you plan smartly for your legacy.
 

Foundations and Philanthropic Advisory Services


Giving back to the community is a core value of ours. Coral Gables Trust takes its advisory, management and administrative services of your philanthropic needs to heart.

Count on us assisting you with the coordination of your foundation structure, ownership, charitable giving, taxes, investment planning and cash flow objectives.
 

 

 

Fort Lauderdale

401 E. Las Olas Boulevard 
Suite 1400
Ft. Lauderdale, FL 33301
T 954.707.6899 F 954.400.5892
(Toll Free) 1.855.768.7878
 

West Palm Beach

500 South Australian Avenue
Suite 620
West Palm Beach, FL 33401
T 561.820.4844 F 561.300.8592
(Toll Free) 1.855.768.7878