Coral Gables Trust Company's Customized VIP Approach Continues to Set Company Apart.
CGTC's Local & Highly Responsive Financial Services Brings Reassurance to Families & Businesses.
Fort Lauderdale Chamber of Commerce
Digital Magazine, Summer 2020
Coral Gables Trust Company's (CGTC) local and highly personalized approach to trust and wealth management services continues to serve the Firm apart and has propelled the company to one of the leading providers in the State and its current status as the largest independent trust and wealth management firm headquartered in South Florida with more that $1.5 billion in assets under management. Privately-owned, the Firm has a significant and growing ownership by its employees and prestigious Board of Directors.
"During uncertain times, a responsive, local and transparent financial advisor has never been more reassuring" said James W. Davidson, Co-Founder & CEO of Coral Gables Trust Company. "Our guiding principle is that our clients' interest always comes first; every client is treated as a VIP."
CGTC was launched in 2004 and is now, a full-service trust and wealth management firm with four offices in Florida, including Coral Gables, Fort Lauderdale, Boca Raton and West Palm Beach. CGTC services clients with assets ranging from $500,000 to more than $50 million, inclusive of affluent individuals and families, small to medium companies, foundations, and pension and endowment funds. Services include robust investment management, a range of trust services, and financial planning.
The Firm prides itself on its local and focused approach, which affords a unique advantage of providing conflict-free services, personalized advice and far more flexibility than many large financial institutions. Using an open architecture framework (no proprietary products), asset-based fee services, and local senior advisors (no 800 numbers), CGTC is personally available for its clients, lending the expertise to achieve their financial goals.
The Firm's services have been well received throughout South Florida, particularly in Fort Lauderdale where it recently expanded to a larger office with an expansive conference room for safe engagement and modern technology for video conferencing.
"Our values are unwavering and continue to guide everything we do," added Davidson. "As we adjust to a new normal, we continue to share guidance with our clients and partners, so they are informed on how to protect themselves and their families during times of extreme volatility. As financial advisors we are called upon to be our best selves, with patience, understanding and compassion, and we are committed to providing the best services to our clients, and best care to our employees and families."
Click here to read Fort Lauderdale Chamber of Commerce's article.