About Us

The Cumberland Story

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

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No Investment Management

We work in collaboration, not competition, with a family’s chosen team of attorneys, investment advisors, and accountants.

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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.

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Specialized Knowledge

We are passionate and highly experienced in navigating the intricacies of modern family dynamics, illiquid assets, and unique trust and estate circumstances.

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Personalized Care

Our personal approach allows us to handle complex estate plans and unique administrative challenges with full attention and compassion.

Years

Serving individuals and families with unparallelled expertise and compassion

Offices

Across 6 states serving clients nationwide

Employees

Delivering premier trust and estate administration, education, and client service

Advisors

Collaborating with us on behalf of our mutual clients

Families

Planning, preserving, and protecting their legacies with our guidance

Dollars

In assets under administration

Contact Our Team

If you would like to discuss Cumberland Trust’s services, we’re here to help.

Contact Us

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Conveniently Headquartered in Trust-Friendly Tennessee

With a connected team of 120+ experts at your service in 10 offices nationwide.