Wealth Transfer Strategies for Illiquid Assets

Often called the hidden half of client wealth, recent studies suggest that on average, special assets, or illiquid assets held in trust (e.g., residential, or commercial real estate, oil, gas, or mineral interests, farmland, timberland, and closely held business...

The Special Assets Team: Farmland and Timberland

The Special Assets Team at Cumberland Trust, consisting of Dayton Hale, April Drennan, and Natalicia Hosseinzadeh brings together their collective expertise in all matters of unique, illiquid, and hard-to-value assets held in trust.  This installment of the Trusted...

The Special Assets Team: Oil, Gas & Mineral Interests

The Special Assets Team at Cumberland Trust, consisting of Dayton Hale, April Drennan and Natalicia Hosseinzadeh brings together their collective expertise in all matters of unique, illiquid and hard-to-value assets held in trust. This installment of the Trusted Ideas...

The Special Assets Team: Residential Real Estate Primer

The special assets team at Cumberland Trust, led by Dayton Hale and April Drennan, harnesses their collective expertise in all matters of unique, illiquid and hard-to-value assets held in trust. In this installment of the Trusted Ideas blog, the special assets team...