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Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with $1.4 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 & CEO
Richard DeNapoli, J.D., LL.M.,CFP®
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
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
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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09/09/2019
Ensuring our finances are well-organized and protected is not always top of mind during this hectic time: Do you have an emergency fund? Do you have adequate insurance on your home and businesses? Are your documents protected?
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8/21/19
When fees pass those amounts, or commissions run high, it's time to take a closer look at your arrangement. Another danger sign: lack of transparency in how an advisor constructs a portfolio, says Mason Williams, chief investment officer at Coral Gables Trust in Florida.
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7/22/19
The second quarter had its fair share of volatility due to news events on tariffs and intensifying trade disputes, but thanks to a strong showing in June, the market continues to shrug off these concerns and post record highs. The S&P 500 returned +4.30% for the quarter and is higher by +18.54% YTD, making it the best first half return in twenty-two years. |
09/10/19
How to avoid a Category 5 financial crisis when a storm hits
