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Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with more than $2 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning services throughout the State.
Founded in 2004, CGTC serves clients which may have investable assets below the minimun required by most of the larger institutions - inclusive of affluent individuals and families, small to medium size companies, foundations, and pension and endowment funds.
Devoted toward putting our clients’ interest first, CGTC provides conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees. -
James W. Davidson
Chairman, President & CEO
Office: 786.497.1212
Richard DeNapoli, J.D., LL.M.,CFP®
Managing Director
Chief Trust Officer
Fiduciary Counsel
Office: 786.497.1216
Email: rdenapoli@cgtrust.com -
John Harris
Managing Director
Chief Wealth Advisor
Office: 305.443.2544
Cell: 954.864.9441
Email: jharris@cgtrust.comMason Williams
Managing Director
Chief Investment Officer
Office: 786.497.1214
Email: mwilliams@cgtrust.com
In the news
4/15/2022
Q1 2022 - Navigating The Uncertain Environment - Commentary from the Trust Investment Committee of Coral Gables Trust Company |
3/29/2022Investors, historically, are constantly worried about geopolitical uncertainty, macro environment risks or pandemics. With inflation at the highest levels since 1982, these concerns take on increased validity due to the real consequences the economy is facing, as companies must pay more for employees and raw materials. |
2/25/2022CityBiz "Coral Gables Trust and Baptist Health Foundation Launch Inaugural Health and Wealth Series" Coral Gables Trust Company and Baptist Health Foundation celebrated the launch of a new health and community who have a shared interest in hearing about important topics related to wealth management and healthcare. |
2/01/2022An emerging genration of investors might well have been the energy behind the risky meme stock phenomenon but Coral Gables Trust Co.'s Michael J. Unger says it also is leading the way toward better and easier planning. |