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
Chief Investment Officer
In the news
Coral Gables Trust Company is pleased to announce that Michael Unger, Assistant Vice President and Investment Officer, has been appointed to the Board of Financial Planning Association (FPA) of Miami. Unger serves as Co-Chair of Membership and Networking, as well as Board Secretary.
Markets marched to all-time highs as geopolitical uncertainty, trade disputes and investor concerns over a weakening economy slowly abated. Just twelve months ago, the mood was far dimmer as investors feared the Federal Reserve's interest rate increases would turn an economic slowdown into a protracted downturn.