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Testimonials

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 made herself accessible – even though she was exceptionally busy with client matters. Cindy is a solid professional who is dedicated to her clients, as well as a caring individual who is fun to work with.


Hartley Goldstone
Owner, Navigating the Trustscape

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 of MTD Holdings, Inc.

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 trust company area, and very experienced in the value-adding applicability in the service to various multi-generational family enterprises. She is extremely client centric, and competent in the structure, governance and operations of private trust companies and family office organizations. Her character and caring is impeccable and she is my valued friend, colleague and business associate.


Louis V. Colella
President of Advisory Services, JFS Wealth Advisors

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 understanding of the set-up and operation of private trust companies. Cindy listens carefully to understand the questions before recommending solutions – a wealth of knowledge.


Larry Wolf
CEO of Red Diamond LTD.

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 to issues faced, and energizes her team to achieve superior results. clearly, her driving focus is her clients.


William S. Wyman
CEO Summitas

family trust company, cls consulting

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