For Families and Individuals
Taking care of your legacy is your number one goal—we’re here to help.
Working alongside your chosen team of financial, legal, and tax advisors, we provide experienced trust and estate administration, compassionate hands-on service, guidance, and support through life’s transitions.
Why Choose Us
Personalized Support and Peace Of Mind
Families can feel assured knowing their loved ones will be looked after when they’re gone, and that their legacy will have a lasting impact.
Specialized Knowledge and Focused Administration
Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect.
Greater Flexibility and Freedom
We understand that flexibility and choice are important when it comes to selecting an investment manager. At Cumberland Trust, we work in collaboration with a family’s chosen team of professional advisors.
What We Can Do Together
$9 Billion+
In assets under administration.
1,000+ Families
Preserving and protecting their legacies with our guidance.
800+ Advisors
Collaborating with us on behalf of their clients.
10 Offices
Serving clients nationwide.
120+ Employees
Delivering premier trust and estate administration.
Do you want to learn more about personalized trust and estate services?
Our Team-Based Approach
Using the directed trust framework, professional advisors are named, often by the family or beneficiaries, to handle specific duties and responsibilities based on that individual’s specialty. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trust or estate.
Estate Planning Attorney
- Advises family
- Drafts and updates documents
Financial Advisor
- Investment management
- Financial planning strategy
- Holds custody of liquid assets
Accountant
- Prepares trust and/or estate tax return
- Advises family on tax laws and implications
Cumberland Trust
- Education
- Administration and distributions
- Record-keeping and reporting
- Premier client service
Conveniently Headquartered in Trust-Friendly Tennessee
With a connected team of 120+ experts at your service in 10 offices nationwide.
Resources and Insights
Educating the Next Generation of Trust Beneficiaries
For children of high-net-worth families, there's an added layer of education about preserving family wealth. This education is
2022 New Year’s Resolutions
If you’re like many individuals this time of year, you’re starting the year off by creating a list
Estate Planning 101 for Young Families
Working with an attorney to determine what estate planning documents best fit your and your family’s needs is