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 & CEO
Richard DeNapoli, J.D., LL.M.,CFP®
Chief Trust Officer
Chief Wealth Advisor
Chief Investment Officer
In the news
History is unique, but not different. Although, it can be difficult to watch your portfolio dip with the market, it is important to keep in mind that downturns can be painful but have always been a temporary part of the process. We have seen thirteen corrections and eight bear markets in global equities in the last forty years.
With the demands of work, family and daily responsibilities, many of us often prolong, or cast aside, organizing and documenting important legal and financial decisions. Then, when a game changing life event occurs, such as the current Coronavirus pandemic, we wish we had acted sooner.
From credit unions to banks, officers in South Florida are on the phones with homeowners, many of whom have one question: When can I refinance my mortgage?