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Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over a billion dollars of assets under management, and a leading provider of wealth management and trust 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. -
For Trusts and Investment
Management, please contact:
John Harris
Managing Director
Direct: 305.443.2544
Cell: 954.864.9441
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
In the news
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4/5/18"Orlando sheds light on the state of the market, investment strategies and the future outlook." Read More |
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4/1/2018Q1 2018 Commentary from the Trust Investment Committee: "Getting back to Normal?" One could argue that the first quarter of 2018 was a tale of two markets. It was all systems rallying into the new year, finishing the month well in the mid-single digit range. Read More |
CGTC Blog
John Harris
18 April 2018
I'm John Harris, Managing Director at Coral Gables Trust Company and welcome to our What You Need to Know blog!
On December 22, 2017, President Trump signed into law the first significant reform of the U.S. Tax Code since Ronald Reagan was in office. Here is Part 1 of how it will affect your finances...