Coral Gables Trust Company, one of the top trust and wealth management firms headquartered in Florida, has appointed MK Lynchas Vice President and Relationship Manager for its Boca Raton office.
With more than 19 years of experience in the banking, trust and financial service industry, Lynch brings a wealth of knowledge to the Coral Gables Trust team and its esteemed clientele. She has significant experience providing fiduciary, personal and foundation tax services to ultra-high-net-worth clients and enjoys a solid background in the application and interpretation of federal compliance requirements pertaining to cash and asset movement, and asset set up for both marketable and closely held assets.
Prior to joining Coral Gables Trust she was at Wilmington Trust Company, where she held positions as Tax Support Staff Manager and Senior Fiduciary CSA Banking Officer in the Family Wealth practice.
She is well-versed on best industry practices pertaining to account opening/closing and fiduciary income taxation of trusts.
“MK has a great depth of experience in tax support, wealth advisory services, trust and investment services for high-net-worth clients, and will be a tremendous asset to our distinguished clients and team,” said James W. Davidson, Chairman and CEO of Coral Gables Trust Company. “We are proud to welcome her to our Boca Raton office.”
Coral Gables Trust Company is the largest independent and privately held trust company headquartered in Florida, with over $2 billion in Assets Under Management (AUM), and a leading provider of Wealth Management, Trust and Estate, and Financial Planning services for clients throughout the State as well as nationwide and internationally. The Firm’s latest $2 billion AUM milestone stems from a record year attributed to client portfolio gains and a wave of new customers from the communities where they operate, as well as new residents from California and New York who domiciled to the region and sought to grow and preserve their portfolios with the highly respected wealth management firm.
Founded in 2004, by industry veterans, James W. Davidson and Dean Klevan,whose careers and reputations were honed at some of the most revered names in banking, Goldman Sachsand Morgan Stanley, Coral Gables Trust was established to provide transparent, high-level wealth management and fiduciary services to local affluent high-net-worth individuals, families, charities, and professionals. The Firmhas forged a reputation as the gold standard in trust and wealth management services– growing from a startup with a headquarters in Coral Gables,to becomingthe leading independent, privately-owned trust company in South Florida with 37professionals in three additional offices in Fort Lauderdale, Boca Raton and West Palm Beach.
For more information, please visit https://cgtrust.com.
About 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 “AUM”, and a leading provider of Trust and Estate, Wealth Management, and Financial Planning services for clients throughout the State as well as nationwide and internationally. Founded in 2004 and regulated by OFR, Florida, 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 endowment funds. Devoted toward putting our clients’ interest first, CGTC provides conflict-free services, personalized advice, open-architecture (no proprietary products), and asset-based fees.
