Our Services
Our Work Life, Your Personal Life
Whether educating families on establishing a private family trust company, assisting with the ongoing operations of a private family trust company, or supporting family office activities and family governance, CLS Legacy Team’s CEO, Cindy L. Steeb, and her team understand the sensitive nature and needs of families, businesses, and family dynamics. While our work is our day job, we know it is so much more than that to our clients – their legacy, their family relationships, and most precious, their time.
Private Family Trust Company Consulting
Educate your family on how a private family trust company (“PFTC”) can be an integral part of your estate planning and wealth strategy and lean on our expert assistance to design, implement, and operate the PFTC that harmonizes your family now and aligns them for the future.
Family Office Director Services
Keep your family office running smoothly with our virtual Family Office Director Services, including governance support, operational assistance, and behind the scenes administration. We’ll be your “quarterback”, coordinating across all your advisors.
Family Office Consulting
Consider options for the design and implementation of a virtual single-family office with step-by-step support from our team.