OVERVIEW
Our Services
Coral Gables Trust (CGT) is the largest independent and privately held trust company headquartered in South Florida. A leading provider of Trust and Estate, Wealth Management, and Financial Planning services throughout the State, CGT also serves clients nationwide and internationally.
Founded in 2004, CGT serves clients which who have investable assets below the minimum required by most of the larger national institutions—including affluent individuals and families, small-to-medium-sized companies, foundations, and pension & endowment funds.
Devoted to putting our clients’ interests first, CGT provides conflict-free services, personalized advice, open architecture (no proprietary products), and asset-based fees.
Trust & Estate Planning
Our professional attorneys, accountants, and financial planners provide a full array of trust and investment services.
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Investment Management
We manage client portfolios containing multiple managers in a single account while eliminating the inefficiencies associated with separately managed accounts.
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Directed Trusts
We allow the creator of a trust to direct them to follow the investment selections of an outside advisor, permitting control over the assets and the revenue they generate to remain with the Financial Advisor.
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Special Needs Trust
We provide protection, security and comfort through careful review of our client’s needs in coordination with government benefits.
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Financial Planning
Our team of advisors will help you gauge how likely you are to reach your goals and whether you are on track instead of focusing on headlines.
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Escrow Service
Coral Gables Trust has a high degree of proficiency in tailoring every aspect of the escrow to meet the unique and specific needs of the client.
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Cash Management
Choose from Coral Gables Trust Company’s broad range of cash management products designed to meet the needs of today’s sophisticated global investors.
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