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Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over $1.7 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, President & CEO
Office: 786.693.6060
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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06/6/2021When Ivan Shegota joined Coral Gables Trust Company (CGTC) in March 2012 he had three long-term goals: To be a shareholder; to reach $1 billion of assets under management; and to open an office in Boca Raton. |
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5/25/2021
U.S. News & World Report "7 Best IRA Accounts for 2021" features Mason Williams, Managing Director & Chief Investment Officer |
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4/13/2021"With social-distancing restrictions easing, fresh fiscal stimulus measures from Congress, combined with a new vaccine entrant in the battle againts Covid, the path to a broader reopening is becoming clearer. As the economy recovers from the effects of the pandemic; economically sensitive stocks stand to benefit." |
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3/18/2021President Joe Biden used the budget reconciliation process to push through his recent COVID-19 relief package, a powerful avenue that's only available once a year. |
