9/12/2022

Social Miami "It's All About Value: An Expert's View Into The Art & Collectable's Market"

The Coral Gables Trust Company, one of the top trust and wealth management firms headquartered in Florida, the Fine Art Group based in London, and philanthropist and realtor Nancy Batchelor with Compass Real Estate recently hosted an in depth, informative art discussion on "It Is All About Value: An Expert's View into the Art & Collectable's Market."

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9/8/2022

Stroll Cocoplum Magazine Partners with Coral Gables Trust, "Balancing Act of The New Bull Market - Is It Time To Think Offense?"

The first half of 2022 was a difficult period for investors, as financial markets rapidly adjusted to a less accommodative Federal Reserve policy and a softening global economy. Other than crude oil and several commodities, nearly all major asset classes posted significant declines, with many entering bear market territories. The S&P 500 experienced its worst first half in fifty-two years with a -20% return. 

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7/27/2022

MK Lynch Appointed VP and Relationship Manager of Coral Gables Trust Company

Coral Gables Trust Company, one of the top trust and wealth management firms headquartered in Florida, has appointed MK Lynchas Vice President and Relationship Manager for its Boca Raton Office. With more than 19 years of experience in banking, trust and financial service industry, Lynch brings a wealth of knowledge to the Coral GAbles Trust team and its esteemed clientele.

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7/14/2022

What is a Testamentary Trust and How Do I Create One?  

Not everyone wants to leave heirs with unfettered access to the wealth they’ve accumulated over the course of a lifetime. Some people want to put restrictions on when or how money is used. Others hope to protect an inheritance from being scooped up by creditors or diverted away from children by a second wife or husband.In all these cases, a testamentary trust can be a useful estate planning tool. 

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