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Michael Karwic of Glenayr Family Advisors is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State

Michael Karwic

Glenayr Family Advisors

Elverson, Pennsylvania
About
Company name
Glenayr Family Advisors
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
New York

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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Michael Karwic of Glenayr Family Advisors is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
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