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
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.
With the demands of work, family and daily responsabilities, many of us often prolong, or cast aside organizing and documenting important legal and financial decisions.
Financial markets have quickly reflected the new reality that a global coordinated response will be required to thwart COVID-19's spread. This unfortunately will come at the expense of a sharp global economic slowdown.