No communication regarding a disbursement. Check was delivered by UPS without even an envelope to enclose it. Arrived sodden, wrinkled and no notification from Ivan Shegota that I was receiving this until I contacted him to inquire what the next steps were. I would never, ever recommend them
August 2018
Thank for the great party at the 43rd Attorney Trust Officer Liason Conference!
Coral Gables Trust (CGT) is the largest independent and privately held trust co. headquartered in South FL, with over $2 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
