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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
Richard DeNapoli, J.D., LL.M.,CFP®
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
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
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
01/21/20
The SECURE Act and How it Affects Your Retirement
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1/23/2020South Florida CityBizList "Michael Unger Appointed to Financial Planning Association of Miami's Board of Directors" Coral Gables Trust Company is pleased to announce that Michael Unger, Assistant Vice President and Investment Officer, has been appointed to the Board of Financial Planning Association (FPA) of Miami. Unger serves as Co-Chair of Membership and Networking, as well as Board Secretary.
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1/14/2020Markets 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. |
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1/8/2020Self-Worth and Its Impact on Net Worth The more things change the more they stay the same. That old catchphrase came to mind during a recent luncheon, part of the Women & Wealth Seminar Series sponsored by Coral Gables Trust Company at their Coral Gables Headquaters.
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