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.
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In the news
Health care is one of the most defensive segments of the pet industry. Pet owners might switch to generic dog food during a recession, but they won't skip taking Bowser to the vet if he gets sick. Pet medicine and vaccines were close to a $15 billion market in 2017, writes Mason Williams, chief investment officer at Coral Gables Trust Company.
Founded in 1949, the Estate Planning Council of Greater Miami is the premier local organization for professionals involved in the estate planning process with a focus on establishing and maintaining the highest professional and educational standards in the community and fostering the public's awareness of the importance of financial planning.
Health care REITs provide both income and exposure to an aging population, Williams says. Two big REITs are Ventas (VTR), which holds "one of the highest quality health care real estate portfolios" in the U.S., and Welltower (WELL), which is the largest health care REIT in the world with assets in Canada, the U.K. and the U.S.
As I previously blogged back in April, President Trump signed into law the first significant reform of the US Tax Code since Ronald Reagan. Today, I would like to further explore the additional implications this law will have on your finances. Clearly, the new tax act will affect how we make decisions on our estate, buying a home, health insurance, setting up a business, and even porce agreements. But what about family wealth transfer precisely?
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