Anchored in a perspective from family office experience across multiple single family offices and multi-jurisdictional private trust company set-up and operations, CLS Consulting, LLC provides a time-tested approach to developing trusted client relationships. Whether helping families simplify life with virtual family management services to educating families on establishing a private trust company, President, Cindy L. Steeb, MBA, JD, and her team understand the sensitive nature and needs of families, businesses and family dynamics within the wealth arena.
Our ability to ask the right questions, empathize with unique situations and stay neutral make us the premier boutique firm for your family and family business needs. Our experience includes co-authoring legislation that moved private family trust companies into Ohio, working with diverse family offices and multi-generational planning for future generations of families.
We have the unique capability and experience to implement and operate entities in support of family enterprises, including ongoing operational guidance. Our services range from helping families find relief in the day-to-day busyness of life to understanding the benefits of various family governance options. We have field-tested expertise in family offices and private trust companies, educating families, assessing needs and determining solutions.
Ohio Family Trust Companies – Final Case Study
Ohio Trust Company Educational Series - Issue EightWelcome to the final edition of the Ohio Trust Company Educational Series. We hope that you have found this series to be not only educational, but also a helpful tool in determining whether a private family...
Ohio Family Trust Companies – Generation Three Shareholder Transition
Welcome to one of the ‘capstone’ editions of the Ohio Family Trust Company Educational Series. In this edition, we will pull it all together with a case study that exemplifies how an FTC can be a shareholder transition solution for a family owning a privately held...
Ohio Family Trust Companies – Operational Requirement
The past several editions of the Ohio Family Trust Company Educational Series have centered on the advantages and reasons why families should consider forming a family trust company (“FTC”). This seventh edition will turn its attention to the operational requirements...