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
Chief Investment Officer
In the news
More than 120 guests attended, including some of the top trust, estate and probate attorneys from around the state. Held on the second night of the Florida Bar's 37th annual Real Property, Probate and Trust Law Annual Attorney/Trust Officer Liaison Conference, the exclusive dinner has become one of the premier events of the conference.
The second quarter was filled with volatility due to news events on tariffs, inflation and interest rates but U.S markets managed to squeeze out a positive return thanks to a strong showing in May. The S&P 500 returned +3.43% for the quarter and is higher by +2.65% YTD. The technology heavy NASDAQ enjoyed a +6.61% quarterly return and remains ahead of the pack with a +9.37% YTD return as the obsession with the FANG names continues.
Health care is one of the most defensive segments of the pet industry. Pet owners might switch to generic dog food during a recession, but they won't skip taking Bowser to the vet if he gets sick. Pet medicine and vaccines were close to a $15 billion market in 2017, writes Mason Williams, chief investment officer at Coral Gables Trust Company.
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