Coral Gables Trust

  • Financial Services
  • Fort Lauderdale FL
  • 46 employees
  • Financial Services
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Company Overview

Headquarters
401 E Las Olas Blvd Ste 1400, Fort Lauderdale FL
Website
cgtrust.com
Phone
(954) 707-6899
Employees
46
Founded in
2004
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 67 Companies
SIC Code 673 Companies
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Financials & Stats

Revenue

$6B

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Who is Coral Gables Trust

Coral Gables Trust (CGT) is a private trust company headquartered in Fort Lauderdale, Florida. This independent firm employs 46 individuals and generates approximately $5.9 million in annual revenue. CGT specializes in providing personalized wealth management, trust (including special needs trust services), and financial planning solutions. They cater to individual families and their legacy needs, emphasizing responsiveness and flexibility to each client's unique situation. The company distinguishes itself through its personalized approach, offering tailored solutions that go beyond traditional bank and insurance company products. Recognized as one of the country's top 25 Friendliest Trust Companies by Wealth Advisor, CGT prioritizes client relationships. Their senior advisors, boasting a minimum of 10 years of experience, collaborate closely with clients to understand their goals and develop effective strategies. For more information on how Coral Gables Trust can serve your financial needs, visit their website at cgtrust.com.

Coral Gables Trust Industry Tags

Wealth Investment & Management
Administration of Wealth and Trust Services
Foundations and Philanthropic Advisory Services
Wealth Management
Administration Estate/ Trust Services
Trust and Estate Management
Directed Trusts with Financial Advisor
Financial Planning
Investment and Trust Services
Investment Methodoly
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
Financial Services
Financial Advisory Services
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Coral Gables Trust Tech Stack

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FAQ

What is the location of Coral Gables Trust's headquarters?
The headquarters of Coral Gables Trust are situated at 401 E Las Olas Blvd Ste 1400, Fort Lauderdale FL
What is Coral Gables Trust's phone number?
Coral Gables Trust's contact number is (954) 707-6899.
What is Coral Gables Trust's official website?
The official website of Coral Gables Trust can be found at cgtrust.com.
What is Coral Gables Trust's current revenue?
As of March 2015, Coral Gables Trust's annual revenue reached $6B.
How many employees does Coral Gables Trust currently have?
Coral Gables Trust employs approximately 46+ people as of March 2015
Which industries is Coral Gables Trust primarily operating in?
Coral Gables Trust operates in the following industries: Finance, Credit
What are Coral Gables Trust's industry tags?
Coral Gables Trust's industry tags include: Wealth Investment & Management, Administration of Wealth and Trust Services, Foundations and Philanthropic Advisory Services
When was Coral Gables Trust founded?
Coral Gables Trust was founded in 2004.

Employee Directory

Key Employees

Natalia Tolosa

Marketing Associate

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