-
Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida, with over $2 billions of Assets Under Management "AUM", and a leading provider of Trust and Estate, Wealth Management, and Financial Planning services throughout the State, as well as for clients nationwide and internationally.
Founded in 2004, CGTC serves clients which may have investable assets below the minimum required by most of the larger national institutions - inclusive of affluent individuals and families, small to medium-sized companies, foundations, and pension and endowments.
Devoted toward putting our clients’ interest first, CGTC provides conflict-free services, personalized advice, open architecture (no proprietary products), and asset-based fees. -
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
|
|
7/27/2022MK Lynch Appointed VP and Relationship Manager of Coral Gables Trust Company Coral Gables Trust Company, one of the top trust and wealth management firms headquartered in Florida, has appointed MK Lynchas Vice President and Relationship Manager for its Boca Raton Office. With more than 19 years of experience in banking, trust and financial service industry, Lynch brings a wealth of knowledge to the Coral GAbles Trust team and its esteemed clientele. |
|
|
7/14/2022
What is a Testamentary Trust and How Do I Create One? |
|
|
7/14/2022The U.S. economy and markets struggled in the first half of 2022 as investors were challenged with multi-decade high levels of inflation, aggressive monetary policy tightening by the Federal Reserve, global supply-chain problems at the Russia-Ukraine war upending commodity markets. |
|
|
6/16/2022Patricia Godwin Named SVP and Wealth Advisor of Coral Gables Trust Company Coral Gables Trust Company, one of the top trust and wealth management firms headquarted in Florida, has proudly announced the appointment of Patricia Godwin as Senior Vice President and Wealth Advisor. As manager of the Firm's West Palm Beach Rosemary Square Office, Godwin will oversee the development and management of complex portfolios for high-net-worth clients, offering an array of investment solutions, financial planning, trust and estate services. |
