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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
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2/12/2019
FINANCIAL ADVISORS HELP investors untangle the knot of their financial lives. They help clients draw a line from where they are today to where they want to be and then provide financial guidance to get them there. Financial advisors can be a significant part of their clients' entire lives.
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2/1/19
Volatility quickly emerged in the fourth quarter due to continued trade disputes, confusing Fed messaging and signs of a global slowdown. The S&P 500 returned -13.5% for the quarter and closed out the year with a -4.4% loss. The technology heavy NASDAQ, which fueled the market gains in the beginning of the year, abruptly declined in the fourth quarter with a loss of -16.84% and was lower by -0.29% in 2018. |
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2/1/19
Coral Gables Trust Company (CGTC), the largest independent and privately held trust company headquartered in South Florida with over $1.4 billion in assets under management, is pleased to announce the addition of Michael Unger, Assistant Vice President and Investment Officer, to its seasoned financial team.
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