Often called the hidden half of client wealth, recent studies suggest special assets make up as much as 55 percent of wealthy client assets. Yet despite this bend toward unique properties and holdings, these can be perceived as challenging, as they require special attention and can carry sentimental value for…

Cumberland Trust was founded 17 years ago to focus on families. Making client lives less complicated by delivering on their needs and extending their values through generations. We knew our clients worked hard to build their legacy, and it was up to us to assist them in protecting it. We…