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MEMBER PROFILE

 

Michael Schiff

Klingenstein Fields Advisors

 

Member profile details

Membership level
South Florida Sponsor
First name
Michael
Second name/initial
S
Last name
Schiff
Suffix
J.D., AEP, TEP
Title
Managing Director
Company
Klingenstein Fields Advisors
 

XPX ROLE

Sponsorship Type
Sponsor
 

CONTACT INFORMATION

City
West Palm Beach
State
Florida
 

PROFILE INFORMATION

Call me when
Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
Why I'm a member of XPX
To provide business owners and their advisors with pre-exit planning strategies to help mimimze tax and risk exposure, and enhance future growth opportunities for proceeds received from sale or exit of their business.
Profession
  • Attorney
  • Wealth Manager
Functional Expertise
  • Business development
  • Capital markets
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Investments
  • Leadership Development
  • Philanthropy
  • Retirement
  • Sales
  • Trusts
Client Industry(ies)
  • Financial Services
  • Non-profit
Professional Certification(s)
J.D., AEP, TEP
In Business Since
1989
Business Focus
A primary focus of mine is working with owners or senior level professionals in privately held or family businesses to consider pre-exit strategies that will help protect and further grow their wealth post sale or exit.
Client Results
Substantial wealth preservation, tax savings and asset protection for current and future generations.
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