How We Can Help

Every client situation is different, as every family is comprised of its own unique culture and dynamics.  Active listening is CLS Consulting, LLC’s guiding principle.  We ask open ended questions to help clients gain clarity before we recommend structures that will guide the family through future generations. 

Our suite of services includes every aspect of Private Family Trust Company establishment and management, Family Office Creation & Governance, Virtual Family Management and Independent Director & Committee Selection.

Private Trust Company

Family Offices

Virtual Management

Director & Committee Selection