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        General Info
        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 investment 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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        Services/Products
        delegated trust estate planning estate settlement financial advisor financial planning investment management retirement special needs trust trust trust domestication trust services wealth management
        Brands
        coral gables trust company
        Payment method
        amex, discover, master card, visa
        Location
        Alhambra International Ctr
        Neighborhood
        Coral Gables Section
        Associations
        Broward estate planning council,Coral Gables community foundation,Coral gables chamber of commerce,FJA,Heckerling,Society of trust and estate professionals,Step,Step miami,University of Miami,actec,attorney trust officer liason,broward trial lawyers,business law,dade trial lawyers,east coast estate planning council,elder law section,estate planning council,family law,family office group,financial plannig association,miami estate planning counsil,real property probate section,society of trust and estate practitioners,tax section,the florida bar,trial lawyers
        Other Link

        http://www.cgtrust.com

        Category
        Financial Planning Consultants
        Provided by

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        JH
        Javier Hernandez

        04/04/2018

        Provided by DexKnows
        Overall
        Trust and Investment Services

        Having worked with larger instituitions and brokerage firms I was increasingly disappointed in the lack of service. The ever increasing turnover and lack of knowledge of the local representitives and finally the proprietary self created products and/or high commissions that were always recommended. I did not know about Coral Gables Trust but several local professionals all pointed me to them. I am very, very pleased with everything they represent. They are very professional, knowledgable and communicative. They are upfront and transparent and there are no self created products - every thing is up front and arms length - It is truely refreshing - My wife and I feel valued and that they are on our side. Significant trust has been established. I look forward to a very long relationship with Coral Gables Trust Company. Thank you

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        Details

        Phone: (786) 497-1212

        Address: 255 Alhambra Cir Ste 333, Coral Gables, FL 33134

        Website: http://www.cgtrust.com

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