Coral Gables Trust Company

Coral Gables Trust Company

Claimed via Yext Last updated: November -0001 Listing details

Financial and Investment Services in Coral Gables, FL

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Financial and Investment Services Financial Services Lawyers and Law Firms

Contact Information

Website

Store Hours

Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
Closed
Sunday:
Closed

What we offer

  • wealth management
  • investment management
  • trust services
  • estate planning
  • estate settlement
  • delegated trust
  • trust
  • trust domestication
  • financial planning
  • special needs trust
  • financial advisor
  • retirement

Products

  • managing director
  • Products and Services

Location

255 Alhambra Circle, Suite 333
Coral Gables , FL 33134 United States
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About Coral Gables Trust Company

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.

Brands

  • coral gables trust company

Video

Photos

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Reviews

Coral Gables Trust Company 786-497-1212
255 Alhambra Circle, Suite 333
Coral Gables , FL 33134 United States
$
Coral Gables Trust Company

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

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

Languages

  • english
  • spanish
  • french
  • portuguese

Business Details

Company name
Coral Gables Trust Company
Category
Financial and Investment Services
Rating
Not Rated
Phone (Fax)
Phone (Toll Free)
Email
jharris@cgtrust.com
Year Established
2004
Tags
wealth management,  trust services,  john harris wealth advisor
Bios: managing director Products and Services: Products and Services
Videos

Video 1

About this listing

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Coral Gables Trust Company

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