Business, family, and money: it can be a complicated combination. Cindy L. Steeb, MBA, JD, and the Clearstead team understand the sensitive nature and needs of families and businesses, and family dynamics within the wealth arena. We are committed to bringing our experience and compassion to your unique family story. Our ability to ask the right questions, empathize with complex situations, and stay neutral makes us the premier boutique firm for your family and family business needs.
We have the unique capability and experience to implement and operate entities in support of family enterprises, including ongoing operational support for private family trust companies. 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 experience in supporting family offices and private family trust companies—we educate families, assess needs, and determine solutions.
Cindy joined Clearstead as a Senior Managing Director of Trust Administration Services in the firm’s Private Client Group in 2023. She has over 20 years of experience working with high-net-worth clients, private trust companies and privately held companies to bring creative solutions to complicated estate planning and fiduciary matters. She develops trusting client relationships through her interpersonal skills, strong business judgment, and a sensitive approach to family and business dynamics.
Prior to joining Clearstead, 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. She has also formed trust companies in Ohio, Wyoming, and South Dakota and has managed trust companies in Ohio, Wyoming, and Delaware.
She currently serves on the Board and/or as an Officer for four private trust companies and one public trust company. 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. 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.
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 family farm in Valley City, OH. In addition to her significant work with non-profit organizations, Cindy is an active volunteer with American Brittany Rescue, having fostered over 25 dogs.