MAY 10, 2025
Coral Gables Trust, one of South Florida’s largest independent trust and wealth management firms, celebrated the opening of its new Boca Raton office with a grand opening reception on Wednesday, April 30. The firm is expanding from its previous space into a larger new office— marking a long-term investment in Palm Beach County and reflecting its continued growth across the region.
Located at 2255 Glades Road, the office spans 2,500 square feet and features upgraded amenities in a modern, client-focused setting. The celebration welcomed Boca Raton Mayor Scott Singer, city officials, Boca Chamber Ambassadors, clients, and friends of the firm.
“This move represents an important milestone in our mission to better serve clients in one of South Florida’s most dynamic and sophisticated markets,” said Donald Kress, CEO and President of Coral Gables Trust. “Our growth in Boca Raton is a testament to the strength of our team, the loyalty of our clients, and the increasing demand for independent, personalized wealth management services.”
Founded in 2004, Coral Gables Trust has earned a reputation for its client-first philosophy and bespoke approach to wealth management. The firm caters to affluent individuals, families, business owners, foundations, and pension and endowment
funds—many of whom may fall below the minimum asset thresholds required by larger national institutions. Services include investment management, estate and trust planning, and fiduciary services tailored to each client’s unique financial goals.
“The Boca Raton community has welcomed us with open arms, and we are proud to now have a dedicated space to serve them,” added John Harris, Managing Director at Coral Gables Trust. “This new office allows us to deliver the same high-touch service our clients expect, with enhanced resources and room to grow.”
The Boca Raton office is led by Executive Vice President Ivan Shegota and will continue to provide the firm’s signature relationship-driven service model, which includes direct access to senior decision-makers and highly customized investment solutions.
In addition to the new Boca Raton office, Coral Gables Trust also operates locations in Coral Gables, Fort Lauderdale, and West Palm Beach.
For more information about Coral Gables Trust, visit https://cgtrust.com.
About Coral Gables Trust
Coral Gables Trust (CGT) is the fastest-growing independent and privately held trust company headquartered in South Florida and a leading provider of Trust and Estate, Wealth Management, and Financial Planning services for clients throughout the State, nationwide, and internationally. Devoted to putting our clients’ interests first, CGT provides conflict-free services, personalized advice, open-architecture institutional quality (no proprietary products), and asset-based fees.
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