Director, Family Services, The WaterStreet Group
Cindy has worked with high net worth individuals and private companies in public accounting, legal and financial institution settings for over 25 years. Her expertise is in tax and estate planning with a particular emphasis on the use trusts. Cindy is passionate about educating and guiding business families and family enterprises through the unique dynamics of being a family in business. Cindy is now a completely independent consultant with no “product” to sell. Her approach focuses on ensuring family members individually and collective understand their unique values, goals, roles in the family, in the business and in all other family enterprises. This base level then informs and guides the consulting process from a unique perspective so that family harmony and legacy goals are achieved across multiple generations.