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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.
In the news
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4/5/18"Orlando sheds light on the state of the market, investment strategies and the future outlook." Read More |
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4/1/2018Q1 2018 Commentary from the Trust Investment Committee: "Getting back to Normal?" One could argue that the first quarter of 2018 was a tale of two markets. It was all systems rallying into the new year, finishing the month well in the mid-single digit range. Read More |
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...