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VerifiedFinancial Services· Founded 2004

Coral Gables Trust

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.

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HeadquartersCoral Gables, United StatesEmployees60(11 to 50)Founded year2004LinkedIn profileLinkedIn

Verified contacts

43

available on Kipplo

LinkedIn employees

60

11 to 50 range

Open roles

no listings

Distinct roles

30

indexed titles

Tech stack

0

tools in use

Monthly traffic

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Top roles at Coral Gables Trust

30 distinct titles indexed · top 10 shown.

  • 3chief investment officer
  • 2chief trust officer
  • 2executive vice president and relationship manager
  • 2relationship manager
  • 2senior vice president
  • 1()
  • 1account manager
  • 1assistant marketing manager
  • 1assistant relationship manager
  • 1associate
  • +20more titles

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