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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

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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Family Businesses & Family Trust Companies

March 20, 2026
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Governance Structure under an FTC

March 20, 2026
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Family Involvement in FTCs

February 20, 2026
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Legacy Across Generations: Utilizing a Family Trust Company in a Family’s Wealth Strategy

December 15, 2025
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Preserving Multigenerational Wealth

Available for purchase on Amazon!

©2026 CLS Legacy Team

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