Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over $1.5 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 & CEO
Richard DeNapoli, J.D., LL.M.,CFP®
Chief Trust Officer
Chief Wealth Advisor
Chief Investment Officer
In the news
With a lack of income opportunity around the world, the webinar provides insight on key investment strategies, what factors are driving the stock market, what areas have the best potential for income generation, and what type of recovery we can expect.
As our country and city begin to reopen, our expert panel shared their perspectives on what the “new normal” looks like and provided insight on the impact that this unprecedented pandemic has had on our local community, small businesses, and the stock market.
Markets have completed a round trip since mid-February when the Coronavirus pandemic started to spread around the globe. The U.S equity markets fell over 30% from their highs in record time and found temporary bottom on March 23rd.