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Coral Gables Trust

Financial Services

Specialities :
Wealth management
Administration estate/ trust services
Trust and estate management
Directed trusts with financial advisor
Financial planning

+19

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200

Frequently Asked Questions About Coral Gables Trust

What does Coral gables trust do?+

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 clients 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...

What are Coral gables trust's specialties? +

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 ,and retirement

What is Coral gables trust's industry? +

Coral gables trust operates in the Financial services industry.

What is Coral gables trust's revenue? +

Coral gables trust's revenue is 11m - 100m

What is Coral gables trust's company size? +

Coral gables trust has 51 - 200 employees.

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