With experience and a breadth of knowledge, we can help clients protect their family legacies through trust-owned special assets administration solutions.
$4B+
of Cumberland Trust’s $11B+ in assets under administration.
$11B+
under our administration.
25+
of focused trust and estate administration experience.
When a trust owns illiquid assets such as real estate, closely held businesses, or mineral rights, choosing the right trustee matters. These types of illiquid assets are financially valuable and often carry deep personal and generational importance. At Cumberland Trust, we provide flexible, specialized trust administration for unique trust-held assets.
Our dedicated Special Assets team partners with clients, their chosen advisors, and external asset managers to deliver customized trust administration that strives to achieve the client’s long-term goals. Our approach is collaborative, not one-size-fits-all.
Our special assets team focuses exclusively on trust administration with non-liquid holdings. We offer knowledge and experience administering trusts holding assets such as residential and commercial real estate, timberland, agricultural land, closely-held businesses, promissory notes, mineral interests, private investments, and collections.
As a corporate entity, we offer longevity and stability. With more than 25 years of operations and executives averaging 30+ years in the trust industry, we deliver continuity that helps protect family legacy.
Our directed trust model integrates seamlessly with clients’ existing advisory teams. Working alongside clients’ chosen teams of financial, legal, tax, and special asset advisors, we provide experienced trust administration, compassionate hands-on service, and tailored support.
Certain trust-owned assets require additional services, as directed by an appointed asset advisor or manager, such as:
From commercial properties to primary residences or family vacation homes, we coordinate with the appointed advisor or manager regarding the administration of real estate assets held in trust with precision.
For trusts that hold private business equity, our team provides strategic trust administration while working with the appointed asset managers or advisors.
We provide thoughtful administration and record-keeping for trusts that hold promissory notes and loans.
We bring specialized knowledge to the administration of trusts owning oil, gas, and mineral interests.
As an independent trustee, we administer trusts according to their terms and governing law. We work with beneficiaries fairly and impartially with neutrality, consistency, and care.
As co-trustee, we serve alongside a family member or other individual. This setup is ideal for clients who want the personal involvement of a family member or individual with the objectivity and technical expertise of a corporate trustee.
As an estate executor or postmortem trustee, we ensure assets are collected and properly administered, obligations are satisfied, and property is distributed to or for the beneficiary(ies). This role eases the burden while ensuring estate plans are carried out.
As an agent-to-trustee or an executor, Cumberland Trust can provide technical support for duties such as fiduciary accounting, maintaining records, fulfilling distributions, and facilitating tax reporting.
We are headquartered in Nashville, Tennessee, with an additional 10 offices throughout the country. Our experienced team of 140+ professionals works with clients and their advisors nationwide.
SUCCESS STORY
Learn how one family created a unique and lasting plan to share their beloved working ranch property with family members while enlisting trust administration services from Cumberland Trust.
Whether a trust holds a legacy property, a closely held business, or mineral rights passed down through generations, we’re here to help ensure the trust is administered with care and collaboration.
Yes. Our dedicated Special Assets team provides customized administration for trusts owning illiquid assets such as mineral rights, real estate, farmland, private business interests, intellectual property, and tangible assets like collections. Unlike many banks or trust companies, we are experienced in working with trusts that own these types of assets.
Yes. Cumberland Trust provides administration for trusts that own assets such as closely held businesses, farmland, timberland, and income-producing real estate (“special assets”). As a directed trustee, Cumberland Trust works with the clients’ chosen advisor who manages the trust-owned special assets. Unlike many institutions that require liquidation, we are often able to administer trusts with these illiquid assets, helping to preserve the family legacy.
Our team can administer trusts holding private equity positions. We will work with your chosen advisors regarding the trust’s ownership of such assets.
Cumberland Trust has an experienced team focused exclusively on the administration of trusts that own special assets like mineral rights, businesses, and real estate. As a directed trustee, Cumberland Trust works with the clients’ chosen advisor who manages the trust-owned special assets.
