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.

Case Study – Establishing a Private Family Trust Company

Recognizing when a private family trust company (“PFTC”) is the ‘right’ planning tool is important.  This case study has been created as a thought-provoking example of how a PFTC can be a viable solution for a family owning a privately held company with the desire of...

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Ohio Allows Licensed and Unlicensed Family Trust Companies

In September, 2016, the Ohio Family Trust Company Act became effective allowing for both unlicensed and licensed family trust companies in Ohio.  Ohio joins more than 15 states currently allowing family (private) trust companies.  Some of these states include Florida,...

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CEO of Red Diamond Ltd

"Having engaged with Cindy on family office evaluation plus private trust company matters, I recognize the best practice focus she brings to providing family office services in addition to a deep...

Chairman and CEO of MTD

"I consider Ms. Steeb to be one of the foremost legal authorities on PTC law and operation in the State of Ohio, as well as an expert in trust and estate planning." Curtis E. Moll, Chairman and CEO...

CEO Summitas

"During my years working with family offices, I consider Cindy the ultimate professional.  She cares deeply for the family members within her care, has the expertise to provide innovative solutions...

Owner, Navigating the Trustscape

"Cindy engaged me, on behalf of a client, to prepare a day-long workshop for PFTC distribution committee members. Working with Cindy was a joy. Cindy was diligent, knowledgeable, and consistently...

President of Advisory Services, JFS Wealth Advisors

"Having known Cindy for many years through our mutual participation in a best-practices study group comprised of Family Office executives, I’ve found Ms. Steeb to be a thought leader in the Private...