Coral Gables Trust

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Coral Gables Trust Coral Gables Trust (CGT) is the largest independent and privately held trust co. headquartered...

headquartered in South FL, with over $2.5 billions of AUM, and a leading provider of Trust & Estate, Wealth Mgmt., & Financial Planning services throughout the State, as well as for clients nationwide & internationally. Founded in 2004, CGTC serves clients which may have investable assets below the minimum required by most of the larger national institutions - inclusive of affluent individuals and families, small to medium-sized companies, foundations, & pension and endowments. Devoted toward putting our clients’ interest first, CGTC provides conflict-free services, personalized advice, open architecture (no proprietary products), and asset-based fees

Coral Gables Trust was proud to sponsor the raffle at the Guardianship Program of Dade County’s 23rd Annual Golf Classic...
10/28/2026

Coral Gables Trust was proud to sponsor the raffle at the Guardianship Program of Dade County’s 23rd Annual Golf Classic!

Our foursome included Managing Director Mason Williams, Ana Williams, and attorneys Matt and Bob Moschell. Our Managing Director, John Harris, led the raffle, and CEO Richard DeNapoli also joined us for the event.

We are grateful for another wonderful event and happy to continue supporting this great organization!

Another great year at the STEP Miami Annual Summit!Coral Gables Trust was proud to connect with fellow professionals at ...
10/23/2026

Another great year at the STEP Miami Annual Summit!

Coral Gables Trust was proud to connect with fellow professionals at our booth and sponsor the gelato cart during the closing reception!

Our Managing Director and STEP Miami Board Member, John Harris; our CEO, Richard Denapoli; and our Executive Vice President, Maria Otero, were delighted to attend.

Thank you to STEP Miami for another outstanding event! We look forward to next year!

Coral Gables Trust was proud to support the 2026 Chapman Partnership Gala! CEO Richard DeNapoli, Managing Director Mason...
10/20/2026

Coral Gables Trust was proud to support the 2026 Chapman Partnership Gala! CEO Richard DeNapoli, Managing Director Mason Williams, and Chairman of the Board Donald Kress joined fellow guests for a wonderful evening celebrating community and making a difference.

Coral Gables Trust was delighted to be represented at the Coral Gables Community Foundation's La Dolce Notte: 35th Anniv...
10/19/2026

Coral Gables Trust was delighted to be represented at the Coral Gables Community Foundation's La Dolce Notte: 35th Anniversary Gala by our Managing Director, John Harris, and Chairman of the Board, Donald Kress, along with their wives. Congratulations to the Foundation on 35 years of making a meaningful impact in our community!
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Strong connections. Meaningful conversations. A stronger legal community.Coral Gables Trust was proud to sponsor today’s...
10/16/2026

Strong connections. Meaningful conversations. A stronger legal community.

Coral Gables Trust was proud to sponsor today’s Miami-Dade Bar Tri-County Judges Panel Breakfast, bringing South Florida’s legal community together to exchange insights and build relationships. Thank you to the Miami-Dade Bar for an outstanding event!

Strong connections. Meaningful conversations. A stronger legal community.Coral Gables Trust was proud to sponsor today’s...
10/16/2026

Strong connections. Meaningful conversations. A stronger legal community.

Coral Gables Trust was proud to sponsor today’s Miami-Dade Bar Tri-County Judges Panel Breakfast, bringing South Florida’s legal community together to exchange insights and build relationships. Thank you to the Miami-Dade Bar for an outstanding event!


The future of wealth management combines advancing technology with experienced human judgment—and enhanced client servic...
10/05/2026

The future of wealth management combines advancing technology with experienced human judgment—and enhanced client service.

In October’s Coral Gables Magazine, our Managing Director and Chief Wealth Advisor, John Harris, shares why AI and innovation belong alongside personal relationships and thoughtful advice.

By handling time-consuming back-office tasks, AI helps our team devote more time to serving clients. The result is a more responsive, personalized experience—combining the benefits of innovation with the trust, judgment, and attention that define meaningful client relationships.

We are happy to introduce our newest Senior Vice President and Relationship Manager, William M. Fox, CFP® . Based in Pal...
09/18/2026

We are happy to introduce our newest Senior Vice President and Relationship Manager, William M. Fox, CFP® . Based in Palm Beach, the 20-year wealth management veteran joins the firm as we open our Bankers Row office and surpass $4 billion in assets under management and administration. Head to the link in bio to find out more about him and our new growth.

Coral Gables Trust Company was delighted to be back at the iconic Breakers Palm Beach!Our Chief Wealth Advisor, John Har...
08/20/2026

Coral Gables Trust Company was delighted to be back at the iconic Breakers Palm Beach!

Our Chief Wealth Advisor, John Harris, and CEO, Richard DeNapoli, attended the American College of Trust and Estate Counsel (ACTEC) conference, joining leading trust and estate professionals from across the country.

We were also proud to sponsor a wonderful and entertaining book talk featuring Palm Beach author Rick Rose, who shared stories and insights from his book, Palm Beach: The Essential Guide to America’s Legendary Resort Town.

A terrific gathering combining professional insight, great conversation, and a celebration of the history and character that make Palm Beach such a special place.

For the 15th anniversary of our dinner at the ATO Conference at The Breakers Hotel in Palm Beach, and to celebrate $4 bi...
08/07/2026

For the 15th anniversary of our dinner at the ATO Conference at The Breakers Hotel in Palm Beach, and to celebrate $4 billion AUM, we made this year’s event unlike any other.

The stunning “Circle” Dining Room served as the backdrop for a specially selected menu with w**e pairings chosen by Master Sommelier Juan Gomez. The night did not end there; dinner included a performance of three songs from The Phantom of the Opera by three wonderful performers, featuring Kelly Harris, our Managing Director and Chief Wealth Advisor John Harris’ daughter. Then, our sponsors raffled off 10 large -format bottles of premium w**es and an exclusive vacation experience. Our guests left with full stomachs, packed gift bags, and memories to last a lifetime.

It is our absolute honor to host this wonderful group of attorneys every year. We couldn’t have done it without our wonderful co-sponsors and the great team at The Breakers.


University of Miami
GPKLEG
STG Concierge Move Management & Organizing
Giovanny Pembrokepines
Hindman
Media Realty
One Insurance Services/ Berkley One
Pro Estate Realty

Address

255 Alhambra Cir #333
Coral Gables, FL
33134

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+17864971212

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