Skip to content
Home
Services
Private Family Trust Company Consulting
Family Office Director Services
Family Office Consulting
Meet Our Team
Careers
Resources
Contact Us
Home
Services
Private Family Trust Company Consulting
Family Office Director Services
Family Office Consulting
Meet Our Team
Careers
Resources
Contact Us
Congratulations to our Founder & CEO Cindy Steeb on being named a Fellow for the Center for Family Business at Case Western Reserve University and a doctoral student in the Doctor of Business Administration Program! Learn more here by clicking here.
Resources
Considerations in Shareholder Transition Planning
September 3, 2026
Read More »
Meet the Team – Cindy
August 11, 2026
Read More »
Meet the Team – Susan
August 11, 2026
Read More »
Meet the Team – Dresden
August 4, 2026
Read More »
Meet the Team – Tarra Pease
July 27, 2026
Read More »
Basic Family Trust Company Structure
March 25, 2026
Read More »
Prev
Previous
What is the Difference? Family Office vs Private Family Trust Company
Next
Meet the Team – Tarra Pease
Next