Enhanced Content List

• Bios
• Products and Services

Emails

• jharris@cgtrust.com

Additional Links

• website http://www.cgtrust.com
• https://www.facebook.com/Coral...
• http://twitter.com/CGTrust

Hours of Operation

• M-F 8:30am-5pm
• Sa-Su Closed

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

Brand Names

• 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

Year Established

• 2004

Services

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

Languages Spoken

• english
• spanish
• french
• portuguese

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.

Keywords / Tags

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Attorneys, Estate Management and Executors, Estate Planning, Financial Planners, Investments, Wills Trusts and Estate Planning Attorneys