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  • 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
insights

Meet the Team – Cindy

August 11, 2026
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Meet the Team – Susan

August 11, 2026
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Meet the Team – Dresden

August 4, 2026
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Meet the Team – Tarra Pease

July 27, 2026
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Basic Family Trust Company Structure

March 25, 2026
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What is the Difference? Family Office vs Private Family Trust Company

March 25, 2026
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Hiring: Trust Services Director

March 23, 2026
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Role of Communication in Avoiding Shirt Sleeves to Shirt Sleeves in Three Generations

March 20, 2026
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Preserving Multigenerational Wealth

Available for purchase on Amazon!

©2026 CLS Legacy Team

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