The Cumberland Story
Over Twenty Years of Loyal Service
Cumberland Trust was founded in Nashville in 2001 as a better alternative to traditional fiduciaries for trust clients and their advisors. We work alongside our clients and professional advisors to provide exceptional trust and estate administration and attentive support.
Cumberland Trust’s Philosophy
No Investment Management
We work in collaboration, not competition, with a family’s chosen team of attorneys, investment advisors, and accountants.
No Call Centers
Our low client-to-staff ratios ensure that we are responsive, attentive, and dedicated to problem solving for our clients when urgent or unforeseen needs arise.
We are passionate and highly experienced in navigating the intricacies of modern family dynamics, illiquid assets, and unique trust and estate circumstances.
Our personal approach allows us to handle complex estate plans and unique administrative challenges with full attention and compassion.
Serving individuals and families with unparallelled expertise and compassion
Across 6 states serving clients nationwide
Delivering premier trust and estate administration, education, and client service
Collaborating with us on behalf of our mutual clients
Planning, preserving, and protecting their legacies with our guidance
In assets under administration
Contact Our Team
If you would like to discuss Cumberland Trust’s services, we’re here to help.
Conveniently Headquartered in Trust-Friendly Tennessee
With a connected team of 120+ experts at your service in 10 offices nationwide.