Coral Gables Trust Email Format

Financial ServicesFlorida, United States51-200 Employees

Coral Gables Trust is an independent, privately held trust and wealth-management firm based in South Florida. It provides wealth management, trust services including Special Needs Trusts, and financial planning, with an emphasis on tailored solutions rooted in long-standing client relationships. The organization positions itself as a boutique alternative to banks and insurance products and is prepared to work with non-traditional assets. Its senior advisers each bring at least a decade of experience, collaborating with clients to align goals and preserve family legacies. Based in Coral Gables, the firm has expanded its footprint in 2026 with the opening of an office in Boca Raton, reflecting growth in South Florida's independent-trust sector.

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