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Founded in 2001 Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors attorneys and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration while working with the investment management and other professional advisors of the family's choosing. Our focus is on the beneficiaries their needs and their values rather than on managing assets. We have provided professional comprehensive trust and estate administration services for more than 20 years and have been named trustee and/or executor by many families searching for an alternative to naming a family member. We are headquartered in Nashville Tennessee and have nine additional offices across the country in Atlanta Austin Chattanooga Dallas Knoxville Memphis Philadelphia St. Louis and Tampa-St. Pete. Today Cumberland Trust has grown to over 120 employees with over 5 billion in assets under administration serving clients and advisors all over the United States.
09-09 August 2023
The 7th Annual Private Wealth Midwest Forum is designed to bring together attendees including the leading RIAs, family offices, Private Banks and high net worth wealth managers from across the region for a day of peer networking and knowledge share.<
Event Ended
USA
Paid
Chicago