About Us

Coral Gables Trust Company is a leading provider of investment management and trust and estate planning in South Florida. Founded in 2004 as a locally owned and operated independent trust company, CGTC services a client base, ranging in size from $500,000 to over $10 million; which includes affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds. CGTC strives to provide totally conflict-free services to our clients, combining personalized advice and service, open-architecture (no proprietary products), asset based fees, and a culture totally devoted toward putting our clients’ interests first. Coral Gables Trust was voted Best of Miami in 2007 by Miami Today, placing The Company among the sector’s elite.

• Local & Independently Owned Wealth Management Company

• Full Array of Investment and Trust Services

• Work with Affluent and High Net Worth Individuals, Families and Institutions

• Board is Comparable to that of a Fortune 500 Company

• Highly Experienced Private Client Wealth Advisors

• Outstanding Client Centric Service

• Competitive Asset Based Fee Schedule (Not Commissioned)

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.