News & Insights
Trusted Ideas Blog
The Advantage of Using Cumberland Trust to Administer Special Assets
Some studies show that illiquid assets make up approximately 55% of the portfolios of high-net-worth individuals. These assets could represent an...
Beyond Personal Trust Administration: Distinctive Care Services for Aging Individuals
America’s baby boomers are living decades longer than previous generations. However, that longevity comes with challenges as seniors age. From...
Cumberland Trust: A Different Kind of Corporate Trustee
At Cumberland Trust, we see ourselves as stewards of the trusts for which we serve. We help families preserve wealth and harmony with independent trust and estate administration that avoids emotional or financial conflicts of interest. We offer attentive service and provide unique support to the client’s advisory team.
Maximize Client Satisfaction With Cumberland Trust’s Directed Trustee Model
As a financial advisor, your role commonly extends into areas of your client’s lives beyond financial returns, especially among high-net-worth...
What You Need to Know Before Changing a Trustee
When and Why to Change Trustees: A Guide for Financial Advisors Choosing the right trustee is a crucial decision that can impact the success of...
Financial Advisors’ Guide to Enhancing Client Success With Trust Planning
The Role of Financial Advisors in Trust Planning: Key Conversations With Clients Financial advisors are finding that taking a holistic approach,...
Tips to Ensure Long-Term Client Engagement in Estate Planning
Estate Planning Success: How to Keep Clients Engaged Estate planning is a crucial step for high-net-worth individuals and their families to ensure...
2024 Tennessee Trust Code Revisions and Benefits
Tennessee has once again demonstrated its commitment to nurturing one of the most beneficial trust jurisdictions in the nation with another series of updates to the Tennessee Trust Code, which go into effect July 1, 2024.
Women and Wealth: Estate and Financial Planning Considerations
The Great Wealth Transfer: A Window of Opportunity There's a major shift happening in the world of wealth. The Great Wealth Transfer will soon put...
Cumberland Trust in the News
Cumberland Trust Enlists Bedell James as Senior Vice President, Managing Director, Corporate Development, as Trust Company’s Success Continues
The addition of Bedell James as SVP, Managing Director, Corporate Development comes as the company continues to expand
Cumberland Trust Appoints David Murray as Managing Director, Corporate Development as Company Reaches $8 Billion in Assets Under Administration
Cumberland Trust, a Nashville-based independent trust company, announces the addition of David Murray to its Corporate Development team
Cumberland Trust Expands C-Suite with Promotions of Dan Jernigan and Asha Nivison
Cumberland Trust today announced the promotion of Dan Jernigan, Chief Compliance Officer and Corporate Secretary, and Asha Nivison,
Jennie Menzie Named CEO and President of Cumberland Trust
The Board of Directors of Cumberland Trust, an independent trust company, today announced the appointment of Jennie Menzie
Scott Kendrick Joins Cumberland Trust as Chief Financial Officer and Treasurer
Kendrick is the newest member of the firm's executive management team and will lead the accounting and finance
Cumberland Trust Reaches $6B in Assets Under Administration, Promotes Veteran Employees to Executive Management
The appointment of Chris Buckley and Lori Thoeny to the firm’s executive management team comes as the company
Bob Carville Joins Cumberland Trust as Business Development Officer in Tampa-St. Pete, FL
Carville will continue to expand Cumberland Trust’s presence in Florida with the estate planning community.
Shannon McGarrity Joins Cumberland Trust as Senior Vice President, Managing Director, Business Development
McGarrity will lead the development team as they connect clients and advisors with superior trust and estate services.
Cumberland Trust Appoints Debbie Schultz New Director of Special Needs Trust Administration
As Vice President and Director of Special Needs Trust Administration, Debbie Schultz will lead the company’s growing SNT
Jennie Menzie Named President of Cumberland Trust as Company Celebrates 20 Years in Business
Cumberland Trust today announced the appointment of Jennie Menzie as President.
Disclosures
This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.