Andrew Crofton

Managing Director - Senior Advisor

Klingstein Fields Advisors

Garden City, New York

Professional Profile

Call Me When

Call Me When... You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.

Contact Method

917 - 685 -1360

Profession

  • Consultant
  • M&A Intermediary
  • Wealth Manager
  • Professional Certifications

    CM+AA

    Functional Expertise

  • Capital markets
  • Estate planning
  • Family business
  • Investments
  • Private equity
  • Transaction advisory
  • Trusts
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Telecommunications
  • Wholesale/Distribution
  • Client Results

    Membership

    Tri-State

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    To develop and evolve my expertise in advising business owners and all the unique circumstances they may face.