Coral Gables Trust

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

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

This year’s Coral Gables Trust ATO Conference cocktail reception was held in the amazing Mediterranean Ballroom at The B...
08/06/2026

This year’s Coral Gables Trust ATO Conference cocktail reception was held in the amazing Mediterranean Ballroom at The Breakers Hotel! Along with our partners we hosted an exceptional group including a very tall Marie Antoinette, a ch*****ne maiden, and best of all, over 200 of closest partners in the Trust and Estate space. Thank you to everyone who made it out and to especially to our wonderful co-sponsors.

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

Kelly Harris, and family, in 2012 at the Breaker’s in Palm Beach, our first ATO dinner. Kelly Harris this year, at our 1...
08/05/2026

Kelly Harris, and family, in 2012 at the Breaker’s in Palm Beach, our first ATO dinner.

Kelly Harris this year, at our 15th ATO dinner in “The Circle” dining room.

Our Managing Director John Harris is proud of his daughter, and very happy to have her perform at this year’s event.

08/03/2026

2026 ATO Lunch at The Breakers
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Have you read our latest quarterly newsletter yet? Dive into the latest trends and forecasts, from equity market highs t...
07/22/2026

Have you read our latest quarterly newsletter yet? Dive into the latest trends and forecasts, from equity market highs to economic indicators shaping investment strategies. If you are interested in receiving our Quarterly Updates, Market Insights, and more DM us or head to the resources tab on our website!

As you can probably tell this was a fun year sponsoring the RPPTL Executive Council Meeting & Annual Convention. Our CEO...
06/01/2026

As you can probably tell this was a fun year sponsoring the RPPTL Executive Council Meeting & Annual Convention. Our CEO Richard DeNapoli and Chief Wealth Advisor John Harris headed to Ponte Vedra for last weekend’s conference. We’re always glad for an opportunity to connect with fellow professionals.

We are happy to introduce our newest Trust Officer and Relationship Manager, Kristopher Duer, JD. Kris has over 25 years...
05/29/2026

We are happy to introduce our newest Trust Officer and Relationship Manager, Kristopher Duer, JD. Kris has over 25 years of experience in wealth management, financial planning, estate planning, tax planning, trust & estate administration, real estate, and general corporate regulation and compliance. He joined our Boca Raton office in February of this year and has already proven himself as a valuable asset. We can't believe how fast our Boca Raton office is growing!

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

Website

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