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Coral Gables Trust (CGT) is the largest, independent, and privately held trust company based in South Florida. We pride ourselves in providing a tailored experience based on trust relationships. We are a top-quality, boutique alternative to the traditional products and services provided by banks and insurance companies. As an independent firm, we also have the willingness, creativity and flexibility to work with non-traditional assets. Our senior professionals understand our client's goals, collaborating with them to make smart Wealth Management, Trust (including Special Needs Trust Services), and Financial Planning choices. We emphasize being responsive and flexible to your unique needs. You will not get lost in the cogs as we truly care about your family and legacy – clients come first at CGT.
Let us build a seasoned team tailored to fit your specific needs and situation. Our senior advisors hold a minimum of a decade of experience and are ready to help you achieve your vision and goals. We have been recognized as the country's top 25 Friendliest Trust Companies by Wealth Advisor – come experience this yourself. Visit our website to learn more about what Coral Gables Trust can offer you and your family. Follow our page to stay informed on market trends from industry experts and the latest news for philanthropic efforts, estate planning, and more.
Company Details
- Employees
- 57
- Founded
- -
- Address
- Main Office, 255 Alhambra Circle
- Industry
- Financial Services
- Website
- http://www.bit.ly/m/cgtrust
- Keywords
- Wealth Management, Administration Estate/ Trust Services, Trust and Estate Management, Directed Trusts with Financial Advisor, Financial Planning, Investment and Trust Services, Foundations and Philanthropic Advisory Services, Investment Methodology, Estate Planning, Investment Management, Special Needs Trust Services, Personalized Financial Advice, Investment Advisor, Agent for Trustee, Trust Administration, Corporate Trustee and Co-Trustee, Revocable and Irrevocable Trusts, Charitable Trusts, Institutional Trusts, Testamentary Trusts, Life Insurance Trusts, Custodial Services, Retirement Planning, Retirement.
- HQ
- Coral Gables, Florida
Coral Gables Trust Questions
Coral Gables Trust's website is http://www.bit.ly/m/cgtrust
Coral Gables Trust's LinkedIn profile is https://www.linkedin.com/company/coralgablestrust
Coral Gables Trust has
57 employees.
View email and phone details for 57
employees at Coral Gables Trust.
Coral Gables Trust's industry is
Financial Services
Coral Gables Trust's top competitors are
The James Beard Foundation,
Alliancebernstein,
Montrose Environmental Group,
Bessemer Trust,
Coral Gables Magazine,
Estate Planning Council Of Greater Miami,
Financial Planning Association (Fpa),
Fpa Of Miami,
Goahead Ventures,
Grove Bank & Trust.
Coral Gables Trust's categories are Financial Services
Coral Gables Trust's founding year is 2004
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Top Coral Gables Trust Employees
-
Dean Klevan
Experienced Banking Professional
Miami, Florida, United States, United States5comcast.net, bus.miami.edu, pickwickcapital.com, cgtrust.com, cgtrust.com2 +178649XXXXX
-
Susan C Vetcher
Shareholder At Coral Gables Trust
Miami-Fort Lauderdale Area, United States1cgtrust.com -
Ramona Lacy Fowler, FACHE, CPA
Healthcare Leader. Consulting Builder.…
Fort Lauderdale, Florida, United States, United States1cgtrust.com -
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