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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
Richard DeNapoli, J.D., LL.M.,CFP®
Chief Trust Officer
Fiduciary Counsel
Office: 786.497.1216
Email: This email address is being protected from spambots. You need JavaScript enabled to view it. -
John Harris
Managing Director
Office: 305.443.2544
Cell: 954.864.9441
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.Mason Williams
Chief Investment Officer
Office: 786.497.1214
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
In the news
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11/7/19A time-honored key to success - identify a niche and focus on fulfilling it - has propelled Coral Gables Trust Company (CGTC) to its current status as the largest independent trust and wealth management firm headquartered in South Florida. The Firm's success is evidenced by its significant increase from $150 million in assets under management to more than $1.5 billion today.
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11/01/2019
Even though we now manage north of $1.5 billion, we want to be a resource for the local community and appeal to most households in the city, says John Harris, managing director for the Coral Gables Trust Company.
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10/29/19
Market Clarity on the Horizon?
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10/1/19The Federal Reserve finds itself in a no-win situation. Criticism is running heavy in both directions. The market bulls and Trump administration want faster rate cuts to get ahead of a slowing global economy while a large wave of market participants wonder why we are cutting rates at all given the positive economic backdrop. |
