Legacy Across Generations
CLS Legacy Team provides a time-tested approach to developing trusted client relationships, rooted in extensive experience in single family offices and multi-jurisdictional private family trust companies.
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.
About CLS Legacy Team: Cindy L. Steeb’s Passion Project
Cindy L. Steeb is a seasoned advisor working with ultra-high-net-worth clients, privately held family-owned businesses, and private family trust companies, bringing creative solutions to complicated estate planning and fiduciary matters. Cindy is passionate about what she does and founded CLS Legacy Team to fill a niche in the Private Family Trust Company, Estate Planning and Family Office industry. Her enthusiasm for delving into a family’s concerns, values, and legacy drives her to create customized planning individualized for each family. While some advisors may assist families in creating private family trust companies or family offices, oftentimes families are left alone to continue running complicated and unwieldy organizations. CLS Legacy Team not only designs and implements private family trust companies, family offices, and family governance, but it assists families in keeping their organizations running through ongoing governance support, operational assistance, and behind the scenes administration. Taking on these tasks allows families to preserve their wealth, their relationships, and their sanity.
To read more about Cindy’s lifelong work, purchase her book, Preserving Multigenerational Wealth: How a Private Family Trust Company Can Promote Family Harmony & Positive Family Dynamics, on Amazon.
Meet Our Team
Cindy L. Steeb
Founder & CEO
Dresden Burkhart
Family Office Services Coordinator
Tarra Pease
Trust Services Coordinator
Susan Berkley
Administrative Services Coordinator