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
While women continue to graduate college at a greater percentage, they still lag behind their male counterparts in financial acumen, especially when it comes to saving and investing.
A 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.
The 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.