Michael Karwic
Glenayr Family Advisors
Elverson, Pennsylvania
About
Company name
Business title
Certified Financial Transitionist, Director of Professional Collaboration
Contact
How to contact
michael@glenayrfamilyadvisors.com
Professional Profile
Call Me When
You want confidence in the financial, investment, and life plan during a major transition—and the PEOPLE (not just the business) must be ready for what’s next.
Professions
Consultant
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Business growth
Charitable giving
Entrepreneurship
Family business
Fiduciary
Fundraising
Investments
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®, CeFT®, CRPC®, AEP®, CAP®
Transition Planning Certification or Methodology
Certified Financial Transitionist®
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Financial Services
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
New York + Tri-State Individual
Member since
New Member
Why I'm a Member of XPX
Making sure that the business owners & 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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