Our Services
Custom Solutions. Unrivaled Expertise.
Founder & CEO Cindy L. Steeb co-authored the Ohio Family Trust Company Act, making her the foremost expert on the intention of the statute and its terms! CLS Legacy Team has over 35 years of combined experience in Private Family Trust Companies and Family Offices. We’ve seen it all, from 8 generations and 400+ family members to wealth creators just starting their family’s journey with one trust. No family is exactly the same, but wherever you fall on the spectrum, CLS Legacy Team is here for you with services customized to take your family to the next generation and beyond.
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.