Todd Steiner

Overview

Todd leads CLA’s national family office practice and is the CFO for many of CLA’s family office clients. He brings more than 30 years of experience, including 15 years with "Big 4" firms and 10 years as a CFO in the private sector. 

As a family office CFO, Todd has the tools and experience to navigate a wide range of family office scenarios. Whether it’s guiding clients through their complex financial structures, taking the responsibility for those unique family office special projects, or his passion for client service, Todd brings a customized approach to each and every family office client in order to help clients achieve their dream and fulfill their legacy.

 

Upcoming speaking engagements

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Resources and event materials

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