Partner with an Independent Trust Company
It’s hard to find a trustee who respects and adds value to the circle of advisors you’ve built around your clients. The ideal trustee understands trust administration, family dynamics, and wealth preservation. Partnering with the right independent corporate trustee can build upon your services and provide tailored trust solutions to you and your clients.
Independent trust administration that puts your client first.
Build a Collaborative Support System
Tailor the Client Experience
Guarantee Attentive and Personalized Service
Preserve Family Harmony
Low Client-to-Officer Ratio
Speak with us to bring personalized trust solutions to your clients.
Why Cumberland Trust
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No Conflicts of Interest
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Hands-On, Personalized Support
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Optimal Trust Jurisdiction
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20+ Years of Experience
$9 Billion+
In assets under administration.
1,000+ Families
Preserving and protecting their legacies with our guidance.
800+ Advisors
Collaborating with us on behalf of their clients.
10 Offices
Serving clients nationwide.
120+ Employees
Delivering premier trust and estate administration.
Build a Bridge for the Preservation of Generational Wealth.
Talk with an independent trust professional and let us know what challenges you’re looking to solve. We’ll work with you to put together a plan that achieves client goals and protects their future.