Our Experts Weigh In

Coral Gables Trust, one of the fastest-growing independent, privately held trust companies in South Florida, has named William M. Fox, CFP®, as Senior Vice President and Relationship Manager. Based in Palm Beach, the 20-year wealth management veteran joins the firm following the opening of its Bankers Row office and as it surpasses $4 billion in assets under management and advisement.

Coral Gables Trust, one of Florida’s fastest-growing independent trust and wealth management firms, has surpassed $4 billion in assets under management and administration (AUMA). The achievement reflects a period of accelerating growth fueled by longstanding client relationships, strategic expansion, and Florida’s continued rise as one of the nation’s leading wealth markets.