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      Coral Gables Trust Company

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      Financial Planning Consultants

      255 Alhambra Cir Ste 333, Coral Gables, FL 33134

      786-497-1212

      CLOSED NOW: 
      Today: 8:30 am - 5:00 pm
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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.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Category
      Financial Planning Consultants
      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
      Payment Options
      Brands
      coral gables trust company
      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

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.