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
The third quarter came and went without much to be disappointed about as most of the major U.S. indices finished positively. The market yawned at the tariff fight between the U.S. and China and didn't seem to have any interest in the Washington squabble regarding the nomination of Brett Kavanaugh.
"It doesn't factor in," said Richard DeNapoli, chief trust officer from Coral Gables Trust. His firm helps international clients move their money to the U.S., and they never ask him about sea level rise risk in South Florida.
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.
Within the financial services industry, opinion is mixed on whether wealth management professionals should give clients advice on personal matters, on issues that do not relate to the client’s economic picture.Read the full Blog