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    Michael Schiff: A Seasoned Financial Luminary Guiding Wealth Legacies

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    Michael Schiff is an accomplished financial professional with an extensive background in law and financial services, boasting over 20 years of experience in providing comprehensive wealth management and advisory services. With a J.D. from Cardozo School of Law and a B.A. in History/Minor in Business from the University at Albany, SUNY, Michael initially practiced law for eight years, specializing in complex commercial transactions. His transition to financial services occurred after completing a highly competitive training program at Prudential Securities, where he became a licensed financial advisor.

    Throughout his career, Michael excelled in building and managing client portfolios, catering to high net worth individuals, families, and small businesses. He expanded his expertise to offer integrated wealth management services, including investment management, financial and estate planning, credit solutions, fiduciary services, and philanthropic planning. Michael has a specialty in providing solutions for clients with international planning needs, utilizing trusts and various ownership structures.

    During his career, Michael has served on the boards of various not for profit organizations and professional associations.  Some highlights of these positions include his past roles as Board Member and Chairman of the Ethics Committee for the Philadelphia Estate Planning Council, Executive Director of the Estate and Financial Planning Council of South New Jersey and Immediate Past President of the East Coast Estate Planning Council.  Michael currently serves as the Chairman of the Society of Trust and Estate Practitioners (STEP) Gold Coast Florida Chapter and member of the STEP USA Board of Directors.

    Currently serving as a Managing Director at Klingenstein Fields Advisors, Michael focuses on delivering personalized and bespoke investment management and comprehensive wealth planning solutions. He collaborates with a diverse range of clients, including multigenerational families, business owners, entrepreneurs, senior executives, professional athletes, entertainers, endowments, and foundations.

    Previously, as a Managing Director/Wealth Director at Fiduciary Trust Company International, Michael cultivated relationships with high net worth clients, using his 20+ years of experience to develop financial solutions and innovative wealth transfer strategies.

    Prior roles at The Glenmede Trust Company, N.A., Amicorp Services Ltd., PNC Wealth Management, US Trust, BNY Mellon, and PNC Investments enriched Michael’s expertise in cultivating business, developing sales strategies, and providing comprehensive wealth management solutions. His tenure in these roles involved fostering relationships, providing advisory services, and strategically managing high net worth client assets, often exceeding $25 million.

    Michael’s qualifications include being an Accredited Estate Planner (AEP) and a Trusts and Estates Practitioner (TEP) with the National Association of Estate Planners & Councils and the Society of Trust & Estate Practitioners, respectively. With multiple endorsements in diverse financial domains like multi-generational planning, investment management, financial planning, and asset allocation, Michael Schiff stands as a seasoned professional dedicated to delivering tailored wealth management services with integrity, expertise, and professionalism.

    • Character: Michael Schiff demonstrates integrity, professionalism, and commitment to delivering personalized financial solutions while upholding the highest ethical standards in his client engagements.
    • Knowledge: Possessing over two decades of experience, Michael Schiff showcases extensive expertise in law, financial services, investment management, estate planning, and international financial solutions, leveraging his diverse background to cater to the intricate needs of high net worth clients.
    • Strategic: With a strategic mindset, Michael Schiff excels in developing innovative wealth management strategies, cultivating business relationships, and implementing effective sales strategies to address clients’ financial objectives and ensure comprehensive wealth planning.
    • Communication: Proficient in communication, Michael Schiff adeptly articulates complex financial concepts, cultivates client relationships, and collaborates with a diverse clientele, including high net worth individuals, families, entrepreneurs, and institutional entities, ensuring clear, tailored, and effective communication in delivering financial advice and solutions.

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    Lisa Williams
    Lisa Williamshttps://boardsi.com
    Lisa Williams is a versatile professional with a strong track record in marketing, business ownership, and interior design. Currently, as the Marketing Director at Boardsi since February 2021, she has been a driving force behind the company's branding and strategy. Her creative vision and strategic insight have been instrumental in Boardsi's growth and success. With a history of entrepreneurial ventures, Lisa owned Tootsies Shoes, a boutique from February 2017 to September 2019, where she managed sales, accounts, buying, and merchandising. Earlier, at Pottery Barn, she excelled as a Sales and Interior Design Specialist from February 2008 to May 2016, bringing her talent for creating appealing living spaces and exceptional customer service. Lisa's educational foundation was laid at California State University, Chico, where she earned her bachelor's degree in Interior Design in 2004, coupled with active involvement in the Alpha Delta Pi Sorority.