KINDLY SPONSORED BY
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.
John Harris
Managing Director – Chief Wealth Advisor
_
D : 305-443-2544 | C : 954.864.9441
255 Alhambra Cir. Suite 333
Coral Gables, FL 33134
