Coral Trust's Professional Contact Details

HQ
+1 786-497-1212
Location
Fort Lauderdale, Florida

Coral Trust's Current Company Details

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-qu...
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.
wealth management
administration estate
trust services
trust & estate management
directed trusts with financial advisor
financial planning
investment & trust services
foundations & 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 & cotrustee
revocable & irrevocable trusts
charitable trusts
institutional trusts
testamentary trusts
life insurance trusts
custodial services
retirement planning
retirement
financial services
law practice
legal services

Coral Trust's Work History and Education

Coral Gables Trust
Financial Advisor
2004 - Present

Frequently Asked Questions about Coral Trust


What company does Coral Trust work for?

Coral Trust works for Coral Gables Trust.

What is Coral Trust's role at Coral Gables Trust?

Coral Trust's role at Coral Gables Trust is Financial Advisor.

What is Coral Trust's email address?

Coral Trust's email address is y**@cgtrust.com.

What is Coral Trust's business email address?

Coral Trust's business email address is y**@cgtrust.com.

What is Coral Trust's HQ phone number?

Coral Trust's HQ phone number is +1 786-497-1212.

What industry does Coral Trust work in?

Coral Trust works in the Financial Services industry.

Who are Coral Trust's colleagues?

Coral Trust's colleagues are Michael Unger, James Davidson, Linda Haskins, Victoria Pizarro and more.

Colleagues at Coral Gables Trust

Former Chairman & CEO
Chief Operating Officer
Client Services Associate
Managing Director

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