Who We Are

Cindy L. Steeb

Cindy L. Steeb

Founder and President

Cindy is Founder and President of CLS Consulting, LLC, where she is a consultant and advisor working with high net worth clients, private trust companies and privately held companies to bring creative solutions to complicated estate planning and fiduciary matters.  Cindy develops trusting client relationships through her interpersonal skills, strong business judgment, and a sensitive approach to family and business dynamics. In working with clients, she draws on the experience she gained working for families who have: 1) experienced a liquidity event, 2) owned a controlling interest in a publicly-traded company, and 3) operated a privately-held business enterprise.

She co-authored and participated in lobbying efforts to secure passage of the Ohio Family Trust Company Act allowing for both licensed and unlicensed family trust companies in Ohio.  Cindy has formed trust companies in Ohio, Wyoming, and South Dakota and has managed trust companies in Ohio, Wyoming, and Delaware.

Prior to her law career, Cindy worked at Procter & Gamble and United Airlines in the sales and marketing arena.

Cindy received her J.D., magna cum laude, from Cleveland-Marshall College of Law. She is admitted to practice law in Ohio, Florida (inactive), Wyoming (inactive), and South Dakota. Her Bachelor of Arts degree is in Business Economics from the College of Wooster where she graduated With Honors and Phi Beta Kappa.  She also has a Master of Business Administration with a Marketing Concentration from DePaul University where she graduated With Distinction.

In addition to her significant work with non-profit organizations, Cindy is an active volunteer with American Brittany Rescue having fostered over 25 dogs. Welcome Back Ranch, LLC is Cindy’s personal business venture specializing in boarding retired horses that can no longer be ridden.  Her business plan centers on providing high quality care for senior horses to live out their lives in a herd environment on her 85-acre farm in Valley City, OH.

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Education

  • J.D., Cleveland-Marshall College of Law
  • M.B.A., DePaul University
  • B.A., College of Wooster

CLS Consulting at a Glance

  • Private Trust Company Establishment & Support
  • Family Office Creation & Family Governance
  • Virtual Family Management Assistance
  • Independent Director & Committee Selection

Affiliations/Memberships

  • Biltmore Trust Company – Chair, Board of Directors
  • Hospice of Medina County –  Former Board President
  • United Way of Medina County – Former Board Vice President
  • Leadership Medina County – Former President
  • In Counsel With Women – Member 

Awards

  • 2009 YWCA Women of Distinction

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...

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...

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...

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...

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...