Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with more than $2 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning services throughout the State.
Founded in 2004, CGTC serves clients which may have investable assets below the minimun required by most of the larger institutions – inclusive of affluent individuals and families, small to medium size companies, foundations, and pension and endowment funds.
Devoted toward putting our clients’ interest first, CGTC provides conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees.
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