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Coral Gables Trust Company
Get Directions | 786-497-1212 | www.cgtrust.comRequest Driving Directions
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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.
Hours of Operation
Categories
Money, Financial planning consultants, Estate planning & management, Real estate guide, Financial planners certified, Investment advisory service
Services
trust, delegated trust, financial advisor, trust domestication, estate planning, trust services, investment management, wealth management, financial planning, retirement, estate settlement, special needs trust
Brands
coral gables trust company
Service Areas
Coral Gables, FL;
Tags
investment managment, fort lauderdale, retirement, managing director, special needs trust, estate settlement, miami, delegated trust, escrow accounts, guardianships, high net worth, directed trust, wealth management, weston, financial planning, coral gables trust company, financial advisor, financial plannig, foundations, International wealth, coral gables, wealth advisor, low fees, palm beach, non proprietary, family office, 401k investing, low minimums, domestic trust, trust, affluent, estate planning, 401k investments, investments, brickell, wellington, family trust, personal representative, key biscayne, local service, trust services, south florida, retirement planning, coconut grove, flexable solutions, trust domestication, responsive, investment management, john harris, pinecrest
Location
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