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Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with more than $2 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning services throughout the State.
Founded in 2004, CGTC serves clients which may have investable assets below the minimun required by most of the larger institutions - inclusive of affluent individuals and families, small to medium size companies, foundations, and pension and endowment funds.
Devoted toward putting our clients’ interest first, CGTC provides 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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6/16/2022Patricia Godwin Named SVP and Wealth Advisor of Coral Gables Trust Company Coral Gables Trust Company, one of the top trust and wealth management firms headquarted in Florida, has proudly announced the appointment of Patricia Godwin as Senior Vice President and Wealth Advisor. As manager of the Firm's West Palm Beach Rosemary Square Office, Godwin will oversee the development and management of complex portfolios for high-net-worth clients, offering an array of investment solutions, financial planning, trust and estate services. |
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5/12/2022On Tuesday, April 26, Coral Gables Trust Company, White Oak Global Advisors, and Unity Jets hosted a special discussion with soverign debt expert and critically acclaimed author, Jay Newman, about his breakout spy thriller "Undermoney." The book talk took place inside Coconut Grove's most anticipated new restaurant, Amal. |
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4/15/2022
Q1 2022 - Navigating The Uncertain Environment - Commentary from the Trust Investment Committee of Coral Gables Trust Company |
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3/29/2022Investors, historically, are constantly worried about geopolitical uncertainty, macro environment risks or pandemics. With inflation at the highest levels since 1982, these concerns take on increased validity due to the real consequences the economy is facing, as companies must pay more for employees and raw materials. |
