For Immediate Release


Cumberland Trust Joins The Wealth Engineering Expert Sourcing Consortium

Lake Mary, FL, February 7, 2023 – The Wealth Engineering Family of Companies (WE) is pleased to announce its inclusion of Cumberland Trust (CT) as an exclusive core component of its Expert Sourcing Consortium. “We are excited to include Cumberland Trust’s robust platform,” said WE Founder and CEO, Nick Gregory, ChWE. “Its dynamic trust administration services infrastructure helps us better serve the more than 2,150 wealth management firms and multi-family offices, as well as CPA, B/D, insurance and investment organizations that we consult with nationally. This trust services platform will help us continue to transform firms into a new wealth management dimension; magnifying their success by rejuvenating the contours of their practices to become more agile.“ said Gregory. Michelle Diamond, Chief Development Officer of Cumberland Trust, added, “We are honored to be such a core component of the WE Expert Sourcing Team. Cumberland Trust allows advisors to recalibrate their practice ecosystems more efficiently. They can finally master the trust administration maze.”

“Wealth managers are increasingly looking for ways to brand, position and differentiate themselves while showcasing the value they provide,” said Diamond. “Providing trust administration services within their ‘client offering’ can be quite powerful. Our services provide immense value to their clients while increasing the perpetual value and success of wealth managers.”

With this announcement, Cumberland Trust joins the Wealth Engineering arsenal of best-in-class expert sourcing firms that provide a vast array of services and products to Wealth Engineering’s network of wealth management firms across the nation. The result is the fusion of advanced knowledge, experience, services, products and technology with sound engineering principles to create a synchronized hub for family and business wealth building.

About Cumberland Trust As an independent, directed corporate trustee, Cumberland Trust is a neutral third party that handles the day-to-day administration of personal trusts and estates—a unique solution for clients with complex assets and family situations. This model allows Cumberland Trust to collaborate with a client’s chosen financial advisor, accountant, and estate planning attorney to help guide the wealth transfer process. Founded in 2001, Nashville-based Cumberland Trust has developed special expertise and dedicated teams to provide administration services in the areas of personal trusts, special needs trusts, family foundations, and special assets. Cumberland Trust’s client-first services and directed trust platform have attracted $6 billion in assets under administration with ten offices serving families nationwide. For more information on Cumberland Trust and how we work with professional advisors and their clients, visit: 
About The Wealth Engineering Family of Companies: Over the past 46+ years, the Wealth Engineering Family of Companies has developed a Wealth Advisory Concierge Dashboard. It provides high-touch total wealth advisory; harmonized with high-touch wealth tech partner firms. WE provides a multi-disciplinary portfolio of consulting services for wealth management, multi-family offices, accounting, investment and insurance advisors nationally. WE fuses sound engineering principles with advanced knowledge, services, products and wealth tech to create a synchronized hub for “client wealth building”. WE helps advisors deploy new tactics in order to evolve from the HERD of "AUM/Product Providers" to "Holistic Fee-Based Solutions Providers”. WE helps rejuvenate the contours of advisory practices thru a vast array of proprietary modular solutions. WE is also the governing body and grantor of the professional designation - Chartered Wealth Engineer (ChWE). Learn more at: