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  • Meet Our Team
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Congratulations to our Founder & CEO Cindy Steeb on her selection to Cleveland Magazine's Cleveland 500! Check it out here!

Resources

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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Legacy Planning Using Dynasty Trusts

March 20, 2026
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What is a Trust? It’s Key Considerations

March 20, 2026
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Case Study – A Family Trust Company in Action

March 20, 2026
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Preserving Multigenerational Wealth

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