About Us

We are a locally owned and managed firm which specializes in wealth management, trust services; and philanthropic advisory services. Coral Gables Trust is free of obligations to promote or select proprietary mutual funds or investment products. Instead, our senior financial advisory team makes recommendations tailored to our clients' individual risk profiles, and above all based on our own rigorous research and screening of investment fund managers. Coral Gables Trust practices “Responsible investing” through asset allocation strategies for the long run and provides the strategic advice needed for these challenging times.

Wealth Investment & Management

Coral Gables Trust has two objectives: Safe preservation of your capital and continuing growth of core investments.

We work with you to select, create and implement the appropriate wealth planning and asset allocation strategies, while providing tax planning support services.

Coral Gables Trust's premier senior officers collaborate with you and other advisors to integrate all aspects of your wealth management and estate plan.

In short, we provide all the strategic advice needed to equip you for challenging times.

Administration of Wealth and Trust Services

Efficient servicing and administering your financial needs is crucial to our Coral Gables Trust leadership and management team.

Coral Gables Trust first listens, then offers thoughtful advice on matters ranging from trust planning and administration through asset protection strategies for the long run.

We can help you plan smartly for your legacy.

Foundations and Philanthropic Advisory Services

Giving back to the community is a core value of ours. Coral Gables Trust takes its advisory, management and administrative services of your philanthropic needs to heart.

Count on us assisting you with the coordination of your foundation structure, ownership, charitable giving, taxes, investment planning and cash flow objectives.