
Cindy Steeb
CEO & Founder of CLS Legacy Team, LLC; expert in private family trust companies and ultra-high-net-worth estate planning with 25+ years of experience.
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Jul 9, 2026
Episode 52: Private Family Trust Companies are More than Governance & Trust Administration Support – Family Engagement is Important!
11:51
12:12
12:21
22:16

Cindy SteebGUEST
the time that generation passes and it starts to split for their children, and what people start to realize is it all centers around that trustee and that trustee's succession of Wouldn't we be better if this is a family that wants to stick together? Well, we all have the trust.

Cindy SteebGUEST
If we align around the same trustee, it's a way of keeping the family together.

Cindy SteebGUEST
Who is the voice for the family business? Who is making decisions as shareholders of the family businesses? And if you start thinking by the third generation and the trustee splits, how many beneficiaries involved in even what their perspective is before you think about the trustee or spousal influence.
9 MINS LATER

Rod ZeebHOST
those next generations well when you have like you said all this dispersed who's who's the trustee for this one and that one you don't have much control over that