Listings in Financial Services
Felipe Blanco – RBC Wealth Management
Whatever your personal goals may be, I will work with you to develop a customized financial strategy designed to help you pursue whats most important to you.
City National Bank
We are Florida’s iconic community bank with a global reach, trusted and admired by our clients for our people-centric culture. Learn below what we can do for you.
Colbert, Boue and Associates
Experienced, qualified experts providing comprehensive tax planning to preserve your family’s wealth and ensure tax compliance. Our holistic approach creates customized solutions that consider every aspect of your financial life.
FND Trust Services
Family Network on Disabilities provides comprehensive special needs trust services, including service as a trustee, co-trustee, or trust administrator. We handle all types of special needs trusts, including pooled trusts. Family Network serves as trustee for the Family Network on Disabilities National Pooled Trust, proudly serving persons with disabilities since 1999. We also serve as administrators for several other pooled trusts, including FND’s Family Pooled Fund of third party trusts, as well as many individual special needs trusts.
City National Trust & Estate
You don’t need a bank — you need a strategic advisor. One who can bring financial solutions together to seamlessly meet the needs of you, your firm, and your associates.
Comerica
A higher level of trust.
Premier service, expertise and a stable financial institution create the core foundation of what Comerica Trust has been offering families and their trusted advisors for more than 170 years.
Comerica pioneered the solution of empowering families to choose advisors for their investment expertise, while partnering with a corporate fiduciary administering the trusts. Bifurcation of roles provides investment flexibility, efficiency, and transparency.
Comerica Trust offers specific delivery channels focused on the needs of individuals, families, and institutions.
Coral Gables Trust Company
Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over $2 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning services throughout the State.
Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million — inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds.
Devoted toward putting our clients’ interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset baed fees.