Featuring Michael S. Schiff from Klingenstein Fields Advisors
Date/Time: Tuesday, November 4, 2025, 6:00 PM
Location: Eau Gallie Yacht Club
Address: 100 Datura Drive, Indian Harbour Beach, FL 32937
About Our Speaker:
Michael Schiff is a Managing Director of Client Development for Klingenstein Fields Advisors. His primary role with the firm is engaging with prospective clients to identify wealth planning issues they may face. He then coordinates with the firm’s investment management and wealth planning resources to offer a holistic solution to address their unique financial challenges.
Prior to joining Klingenstein Fields Advisors, Mike was at Fiduciary Trust Company International, where he was responsible for business growth and relationship management for individuals, families, and philanthropic institutions, domestically and internationally. Mike has also held leadership roles in business development and relationship management with several other organizations, including Glenmede Trust, US Trust and a few global financial institutions.
Before entering wealth management, Michael was in private practice as an attorney working in large NYC and Philadelphia law firms, specializing in estate planning, family law, and complex commercial transactions. Through these transactions, Mike became interested on the more personal elements of the “deal” and started transitioning his focus to estate and wealth planning.
Since moving to Florida in 2019, Michael has served as President of the East Coast Estate Planning Council, Chair of the Society of Trust and Estate Practitioners (STEP) Gold Coast Florida Chapter and currently serves on the boards of STEP USA and the Greater Boca Raton Estate Planning Council. Michael holds the Accredited Estate Planner (AEP) designation conferred by the National Association of Estate Planning Councils (NAEPC) and is a Registered Trust and Estate Practitioner (TEP), through STEP. Michael was also recently appointed to the NAEPC Council Relations Committee.
Menu: You will have a choice between two entrees. Be sure to select one when registering. Dessert is included.
Registration is not open for this event yet.
