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.

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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

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$8 Billion+

In assets under administration.

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1,000+ Families

Preserving and protecting their legacies with our guidance.

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800+ Advisors

Collaborating with us on behalf of their clients.

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10 Offices

Serving clients nationwide.

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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


  • 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