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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
Office: 786.693.6060
Richard DeNapoli, J.D., LL.M.,CFP®
Managing Director
Chief Trust Officer
Fiduciary Counsel
Office: 786.497.1216
Email: This email address is being protected from spambots. You need JavaScript enabled to view it. -
John Harris
Managing Director
Chief Wealth Advisor
Office: 305.443.2544
Cell: 954.864.9441
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.Mason Williams
Managing Director
Chief Investment Officer
Office: 786.497.1214
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
In the news
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04/21/2020Markets have completed a round trip since mid-February when the Coronavirus pandemic started to spread around the globe. The U.S equity markets fell over 30% from their highs in record time and found temporary bottom on March 23rd. |
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04/20/2020With the demands of work, family and daily responsabilities, many of us often prolong, or cast aside organizing and documenting important legal and financial decisions. |
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04/09/2020Financial markets have quickly reflected the new reality that a global coordinated response will be required to thwart COVID-19's spread. This unfortunately will come at the expense of a sharp global economic slowdown. |
03/24/2020
The benefits of maintaining a long-term perspective. 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 ...
