Michael Karwic
Glenayr Family Advisors
Elverson, Pennsylvania
Contact
How to contact
michael@glenayrfamilyadvisors.com
Professional Profile
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.
Professions
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
Family business
Fiduciary
Finance
Fundraising
Investments
Marketing
Mergers
Philanthropy
Retirement
Risk management
Exit/Transition Planning
Business Focus
Planning for Major Life Transition events and helping people who are transitioning to retirement and desire a collaborative, tax efficient plan
Professional Certification
CFP, AEP, CRPC, CeFT, CAP
Transition Planning Certification or Methodology
Certified Financial Transitionist
Client Industries
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
Client Results
We help private companies succeed through transition by integrating after-tax planning, owner readiness, family dynamics, and long-term stewardship.
Chapter information
Membership
Philadelphia Individual
Member since
Member for 6 years
Why I'm a Member of XPX
Making sure that the business owner & other PEOPLE are ready for a transition takes a team. I find those great professionals at XPX
Make XPX Part of Your Business Plans
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