Trusts & Estate Planning

Trusts & Estate Planning

family running on a beach enjoying life and financial security

LOCALLY ADMINISTERED TRUSTS SERVICES

Our trusts services team has a wealth of experience administering all types of trusts. We work with individuals to learn their objectives and recommend appropriate plans. We act as the investment advisor, trust administrator, corporate trustee, co-trustee, and agent for trustee.  We ensure safekeeping of all trust assets.

 

middle age couple smiling and at ease with their estate planning services

TRUST SERVICES

Revocable trusts, charitable trusts, institutional trusts, special needs trust, irrevocable trusts, agent for trustee, directed trusts, testamentary trusts, life insurance trusts. CGTC has a highly experienced team of professionals who provide a full array of trust and investment services.  Our professionals include attorneys, accountants, and financial planners.

 

happy older couple sitting on a couch talking to financial advisor about retirement and investments

CUSTODIAL & OTHER SERVICES

We utilize the services of nationally recognized custodians. Securities safekeeping, income collection from securities, settlement of securities trades as directed, payment of funds when directed, timely statement delivery, custody of alternative investments, retirement, escrow, estate settlement.

man in suit reviewing a financial plan

BENEFITS

Local: Face-to-face client service. Clients have direct access to our trust management team.  No call centers.
Independent: Clients receive the benefit of an institution that is devoted solely to providing trust and wealth management service.  Coral Gables Trust Company is free of any obligation to promote proprietary products.
High-Level: Clients have access to talented, highly trained, and experienced trust professionals.
Flexible: Clients receive the benefit of creative solutions to achieve the objectives of their trust and their individual needs.
Accessible: We respond to clients’ needs in a timely manner.  Each of our administrative staff has backup in their absence.