In this conversation Brian is joined by Cindy Steeb. Cindy has worked in the family office/family trust company space for more than 25 years. She worked for four single family offices with increasing responsibility before launching her own consulting firm in 2017. She also wrote the very first draft of what is now the Ohio Family Trust Company Act. To share her perspective on private family trust companies, Cindy wrote Preserving Multigenerational Wealth: How a Private Family Trust Company Can Promote Family Harmony & Positive Family Dynamics which was published earlier this year.
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