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CGTC Blog

Gerardo Rodriguez
24 May 2018
This week we've invited Gerardo Rodriguez, VP and Investment Officer at Coral Gables Trust Company to challenge us with the question: Do you know your Trustee well? What to think about when selecting a Trustee? Estate Planning can be a daunting task. You have to find an attorney that can help you org...
  • Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over a billion dollars of assets under management, and a leading provider of wealth management and trust services throughout the State.

    Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million -- inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds.

    Devoted toward putting our clients’ interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees.

     

  • For Trusts and Investment
    Management, please contact:


    John Harris

    Managing Director

    Direct: 305.443.2544
    Cell: 954.864.9441
    Email: This email address is being protected from spambots. You need JavaScript enabled to view it.