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 may have investable assets below the minimum required by most of the larger national institutions—inclusive of 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.
Our professional attorneys, accountants, and financial planners provide a full array of trust and investment services.
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We manage client portfolios containing multiple managers in a single account while eliminating the inefficiencies associated with separately managed accounts.
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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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We provide protection, security and comfort through careful review of our client’s needs in coordination with government benefits.
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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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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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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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© 2024 Coral Gables Trust. All Rights Reserved.
“Investment and related products are: Not Insured by the FDIC, the United States Government or any Governmental Agency or by Coral Gables Trust or any of its affiliates. Not obligations of the Trust Company or guaranteed by the Trust Company. Subject to Investment risk and may lose value.”
© 2024 Coral Gables Trust. All Rights Reserved.