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In the news


06/06/18

As I previously blogged back in April, President Trump signed into law the first significant reform of the US Tax Code since Ronald Reagan. Today, I would like to further explore the additional implications this law will have on your finances. Clearly, the new tax act will affect how we make decisions on our estate, buying a home, health insurance, setting up a business, and even porce agreements. But what about family wealth transfer precisely?
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  • Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over a billion dollars of assets under management, and a leading provider of wealth management and trust 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.

     

  • For Trusts and Investment
    Management, please contact:


    John Harris

    Managing Director

    Direct: 305.443.2544
    Cell: 954.864.9441
    Email: This email address is being protected from spambots. You need JavaScript enabled to view it.