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Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over $1.5 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning 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 is a fee only advisor. -
James W. Davidson
Chairman & CEO
Office: 786.693.6060
Richard DeNapoli, J.D., LL.M.,CFP®
Managing Director
Chief Trust Officer
Fiduciary Counsel
Office: 786.497.1216
Email: This email address is being protected from spambots. You need JavaScript enabled to view it. -
John Harris
Managing Director
Chief Wealth Advisor
Office: 305.443.2544
Cell: 954.864.9441
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.Mason Williams
Managing Director
Chief Investment Officer
Office: 786.497.1214
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
In the news
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08/10/2020Recently, the SFBW team hosted a digital discussion about the post-pandemic reopening and its impact on the financial markets with Mason Williams, Managing Director and Chief Investment Officer of Coral Gables Trust--the largest independent and privately held Trust Company in South Florida, with more that $1.5 billion of assets under management. |
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07/07/2020At Coral Gables Trust Company, for instance, by quickly embracing virtual meeting platforms like Zoom and Microsoft Teams, they could keep all their offices open and continue providing the support their clients needed. "Our clients have expressed their gratitude for this," Harris says. |
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06/10/2020With a lack of income opportunity around the world, the webinar provides insight on key investment strategies, what factors are driving the stock market, what areas have the best potential for income generation, and what type of recovery we can expect. |
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06/04/2020As our country and city begin to reopen, our expert panel shared their perspectives on what the “new normal” looks like and provided insight on the impact that this unprecedented pandemic has had on our local community, small businesses, and the stock market. |
