Coral Gables Trust Company
Fax: (786) 497-1217
Toll Free: (855) 768-7878
Business hours
| Monday | 8:30am to 5:00pm |
| Tuesday | 8:30am to 5:00pm |
| Wednesday | 8:30am to 5:00pm |
| Thursday | 8:30am to 5:00pm |
| Friday | 8:30am to 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
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.
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| Year established | 2004 |
| Associations | estate planning council, society of trust and estate practitioners, Heckerling, actec, tax section, elder law section, the florida bar, real property probate section, FJA, trial lawyers, family law, family office group, financial plannig association, attorney trust officer liason, University of Miami, Coral gables chamber of commerce, Coral Gables community foundation, miami estate planning counsil, Broward estate planning council, east coast estate planning council, dade trial lawyers, broward trial lawyers, business law, Step miami, Step, Society of trust and estate professionals |
| Languages | english, spanish, french, portuguese |
| Tags | wealth management, trust services, john harris, coral gables trust company, coral gables, south florida, miami, palm beach, fort lauderdale, investments, special needs trust, delegated trust, trust, family trust, estate settlement, local service, trust domestication, domestic trust, investment managment, non proprietary, flexable solutions, responsive, managing director, low minimums, low fees, guardianships, escrow accounts, high net worth, affluent, 401k investing, 401k investments, retirement planning, financial plannig, directed trust, foundations, family office, weston, wellington, pinecrest, coconut grove, key biscayne, brickell, International wealth, estate planning, personal representative, wealth advisor |
| Specialties | wealth managment, investment managment, investments, trust services, trust, trust domestication, special needs trust, estate planning, estate settlement, financial plannig, delegated trust, escrow accounts, directed trust, domestic trust |
| Brands | coral gables trust company |
| Services | wealth management, investment management, trust services, estate planning, estate settlement, delegated trust, trust, trust domestication, financial planning, special needs trust, financial advisor, retirement |
| Video | http://www.youtube.com/watch?v=tcVQDck_dzI |
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