Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Michael Karwic

Glenayr Family Advisors

 

Member profile details

Membership level
Philadelphia Individual
First name
Michael
Second name/initial
B
Last name
Karwic
Title
Financial Transition Planner
Company
Glenayr Family Advisors
 

CONTACT INFORMATION

City
Elverson
State
Pennsylvania
 

PROFILE INFORMATION

Call me when
You want confidence that both the people and the after-tax plan are truly ready for a business transition—not just the business itself.
Why I/we support XPX
Making sure that the business owner & other PEOPLE are ready for a transition takes a team. I find those great professionals at XPX
Profession
  • Banker
  • Consultant
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Cash management
  • Charitable giving
  • Compensation
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Fundraising
  • Investments
  • Marketing
  • Mergers
  • Philanthropy
  • Retirement
  • Risk management
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP, AEP, CRPC, CeFT, CAP
Transition Planning Certification or Methodology
Certified Financial Transitionist
In Business Since
1997
Business Focus
Planning for Major Life Transition events and helping people who are transitioning to retirement and desire a collaborative, tax efficient plan
Client Results
We help private companies succeed through transition by integrating after-tax planning, owner readiness, family dynamics, and long-term stewardship.
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy