Business Details
About
Investment ServiceFinancial PlannerFinancial PlanningTrusts & Wills AttorneyEstate Planning Attorney
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.
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Frequently Asked Questions About Coral Gables Trust Company
What services does Coral Gables Trust Company provide?
Coral Gables Trust Company offers wealth management, investment management, trust services, estate planning, estate settlement, financial planning, special needs trust services, and retirement planning.
Where is Coral Gables Trust Company located?
It is located at 255 Alhambra Circle, Suite 333, Coral Gables, FL 33134, United States.
What are the business hours of Coral Gables Trust Company?
The company is open Monday through Friday from 8:30 AM to 5:00 PM, and closed on Saturdays and Sundays.
How can I contact Coral Gables Trust Company?
You can call them at +1 786-497-1212 or email jharris@cgtrust.com.
In which languages can Coral Gables Trust Company communicate?
They provide services in English, Spanish, French, and Portuguese.
What is the history and background of Coral Gables Trust Company?
Founded in 2004, Coral Gables Trust Company is South Florida's largest independent and privately held trust company with over a billion dollars of assets under management, serving clients ranging from $500,000 to over $50 million.
What nearby legal services can clients of Coral Gables Trust Company access?
Nearby legal service providers include Ervin A. Gonzalez, Esq., The Saade Law Firm, P.A., Raposo and Lukacs, and Colson Hicks Eidson, which clients might consult for additional legal needs.
Are there nearby financial institutions or advisors close to Coral Gables Trust Company?
Yes, nearby financial services include TD Ameritrade, TD Wealth, Concord Summit Assist, Ocean Azul Partners, and Homebridge which might offer complementary investment and mortgage services.
What dining options are available near Coral Gables Trust Company?
Nearby dining options include Alhambra Station Cafe, an American restaurant and cafe, perfect for business lunches or coffee breaks.
Is parking or transportation available near the Coral Gables Trust Company office?
While specific parking details are not listed, the office is located in the 255 Alhambra building, near places like 255 Alhambra which offers event and entertainment services and may have parking facilities; also, ride services like Uber are accessible via the provided Uber link for easy transit.