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Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over $1.9 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: 786.497.1212
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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9/2/2021Coral Gables Trust Company offers something extra that distinguishes it from many other wealth management companies: trust and estate services. The Firm advises clients on setting up trusts-separate accounts that hold client assets to minimize inheritance taxes and ease transfer of wealth to heirs after the client dies. |
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7/15/2021
Q2 2021 - The Big Picture - Commentary from the Trust Investment Committee of Coral Gables Trust Company |
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7/12/2021Positive news regarding the battle againts Covid-19 has provided markets, industries, politicians, and the general public with significant optimism after a rough and volatile year. Still, the 24-hour new cycle continues to bombard the public with constant noise surrounding cryptocurrencies, "meme" stocks, and all of the latest market fluctuations. |
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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. |
