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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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3/20/19South Florida citybizlist "John Harris appointed to Coral Gables Community Foundation"
“It is a privilege to serve the Coral Gables Community Foundation and represent The City Beautiful in its ongoing growth,” said Harris. “I look forward to furthering the organization’s tradition of excellence and lending my insights in the financial sector to this tremendous cause.” |
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3/12/19
NOT ONLY CAN YOU BUY shares on Wall Street: You can literally buy shares in Wall Street, as the financial sector boasts some heavy hitters so far as dividend stocks go. Yet putting your money in banks (as in banking and finance stocks) isn't a sure thing by a long shot.
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2/12/2019
FINANCIAL ADVISORS HELP investors untangle the knot of their financial lives. They help clients draw a line from where they are today to where they want to be and then provide financial guidance to get them there. Financial advisors can be a significant part of their clients' entire lives.
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03/04/19
Careful estate planning is necessary when planning for children or relatives with disabilities. The term “special needs” it is commonly used where there is someone in the family who is unable to make necessary legal, financial and overall life decisions for him or herself. The biggest fear is often “Who will take care of my loved ones and how will they be provided for after I am gone?” A Special Needs or Supplemental Needs Trust is a trust that preserves your loved one’s ability to receive Supplemental Security Income (SSI) and Medicaid benefits and can help you establish your wishes for how your loved one is provided for after your death.
Read the full Blog