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Coral Gables Trust (CGT) is the largest independent and privately held trust company headquartered in South Florida, a leading provider of Trust and Estate, Wealth Management, and Financial Planning services throughout the state, as well as to clients nationwide and internationally.

Founded in 2004 and regulated by OFR, Florida, CGT serves clients which may have investable assets below the minimums required by most of the larger national institutions – inclusive of affluent individuals and families, small to medium-sized companies, foundations, and pension & endowment funds.

Devoted toward putting our clients’ interests first, CGT provides conflict-free services, personalized advice, open architecture (no proprietary products), and asset-based fees.