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
Chief Investment Officer
In the news
“It is a privilege to serve the Coral Gables Community Foundation and represent The City Beautiful in its ongoing growth,” said Harris. “I look forward to furthering the organization’s tradition of excellence and lending my insights in the financial sector to this tremendous cause.”
NOT ONLY CAN YOU BUY shares on Wall Street: You can literally buy shares in Wall Street, as the financial sector boasts some heavy hitters so far as dividend stocks go. Yet putting your money in banks (as in banking and finance stocks) isn't a sure thing by a long shot.
FINANCIAL ADVISORS HELP investors untangle the knot of their financial lives. They help clients draw a line from where they are today to where they want to be and then provide financial guidance to get them there. Financial advisors can be a significant part of their clients' entire lives.
Read the full Blog