Here are four examples of how Cumberland Trust’s collaborative and personalized approach to trust administration has helped families navigate complex situations, preserve harmony, and protect generational wealth. Case Study #1: Restoring Stability and Financial...
As generational wealth transitions from founders to heirs, family offices face a pivotal challenge: remaining relevant and resonant with the next generation of trust beneficiaries. How well does the family office know the dreams and goals of the next generation of...
For families supporting a loved one with special needs, receiving a financial settlement can feel like both a blessing and a challenge. While the funds offer security and new opportunities, they can also create unexpected financial and legal complexities. For...
Receiving a financial settlement or lump-sum payment can be life-changing for an individual with special needs. While it may provide a path toward financial security, it also comes with significant challenges. Without careful planning, these funds could...
As a client’s family expanded with the blessing of grandchildren, details surrounding the gifting of family ranch land grew more complex. Selling the beloved property was not an option, so how could the client preserve the ranch and continue to share it with their...
