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
Markets marched to all-time highs as geopolitical uncertainty, trade disputes and investor concerns over a weakening economy slowly abated. Just twelve months ago, the mood was far dimmer as investors feared the Federal Reserve's interest rate increases would turn an economic slowdown into a protracted downturn.
Two of South Florida’s hottest real estate sectors, residential and hospitality, have converged in the short-term rental industry to create bountiful opportunities for investors.