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@pwc.com
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Sasha Klein is listed as Partner, PwC Private at PwC, based in Palm Beach, Florida, United States. AeroLeads shows a work email signal at pwc.com, phone signal with area code 561, and a matched LinkedIn profile for Sasha Klein.
Sasha Klein previously worked as Partner at Pwc and Chair, Estate and Tax Planning Group; Partner at Ward Damon, Pl / Lippesmathias Llp. Sasha Klein holds Juris Doctorate, Law from Vanderbilt University Law School.
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Helping protect and grow your legacy! To that end, as a Partner with PwC Private, I guide ultra-high net worth individuals and their families on innovative tax and estate planning strategies, asset protection, as well as complex trust structures. I have extensive experience advising on fiduciary and family governance structures to preserve privately-owned businesses and manage sensitive family dynamics. Always passionate and spirited, I love solving your most sensitive issues in the most tax efficient way!At PwC, our team, tech and approach are built around you. From audit and tax to consulting, our team works to deeply understand your vision to help you get where you want to go—at the pace and scale you need. We bring together our community of solvers to help you build trust and deliver sustained outcomes. It’s how we’ve grown our Private practice to become the most established professional services firm serving private companies, families and high-net-worth individuals. It’s how we keep you ahead of the curve.Learn more at pwc.com/privateclients
Listed skills include Estate Planning, Trusts, High Net Worth Individuals, Investments, and 46 others.
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Co-Chair of PwC's Trust & Estate Academy / PwC's ultra-high net worth tax consulting practiceRecognized as top legal talent in the world by the most respected lawyer peer review publication “Best Lawyers in America” an honor conveyed to less than 1% of all practicing attorneys nationwide.
QUOTED: “Sasha has extensive experience in handling sophisticated fiduciary services for clients and helping them navigate through multi-generational wealth transfer. She brought both industry depth and leadership to support our growth strategy,” Phil Ward.
New York, New York, Us
Oversaw trust administration and risk management for Bessemer Trust Co. of Florida. In addition, assisted in constructing wealth management strategies for clients and reviewing their estate/tax plan (and relative documents) to ensure the client's plan was consistent with their goals.
Palm Beach Gardens, Florida, Us
Attorney specializing in estate planning, estate and trust administration, asset protection, transfer tax planning, fiduciary income tax planning and charitable planning. Developed and implemented complex tax and estate planning strategies for high net worth clients.
Columbia, South Carolina, Us
Attorney specializing in estate planning and trust/estate administration, asset protection, as well as business/corporate and tax planning. Implemented advanced wealth/estate planning strategies for clients. Drafted revocable trusts, dynasty trusts, irrevocable life insurance trusts, wills, partnerships, various trustee documents, corporate and partnership documents necessary to implement the estate/corporate/tax planning strategies. The support for networking and growing a practice along with the interactions with so many clients were priceless to my growth as an attorney this early in my career.Summer Associate - Worked with the Senior Partner of each department of the firm. Spent 2-3 weeks shadowing and completing taks in that particular area of law. The areas of law ranged from Corporate to Real Estate to Personal Injury to Health Care to Estate Planning. Also, was able to complete a lengthy research project regarding Stark II and published an article, "The Perfect Storm" with Ed Hopkins, the Senior health care partner at that time.
Co-Founder of an innovative children's charity while attending the University of Florida Masters in Tax Law (LL.M) Program.
Nashville, Tennessee, Us
While attending law school, served as research assistant to Professor Schoenblum, where I reviewed various state statutes on their Trust and Marital law Sections for his publications - "Trusts, Settlors, and Spouses--a Cross-Jurisdictional Analysis of Property and Marital Rights," Trusts and Trustees (special supplement) and "Multistate Guide to Estate Planning", CCH.
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Sasha Klein works for PwC.
Sasha Klein is listed as Partner, PwC Private at PwC.
AeroLeads has found 1 work email signal at @pwc.com for Sasha Klein at PwC.
AeroLeads has found 1 phone signal(s) with area code 561 for Sasha Klein at PwC.
Sasha Klein is based in Palm Beach, Florida, United States while working with PwC.
Sasha Klein has worked for Pwc, Ward Damon, Pl / Lippesmathias Llp, Proskauer Rose Llp, Bessemer Trust, and Comiter, Singer, Baseman & Braun, Llp.
You can use AeroLeads to view verified contact signals for Sasha Klein at PwC, including work email, phone, and LinkedIn data when available.
Sasha Klein holds Juris Doctorate, Law from Vanderbilt University Law School.
Sasha Klein is listed with skills including Estate Planning, Trusts, High Net Worth Individuals, Investments, Estate Tax Planning, Wealth Management, Legal Writing, and Wealth Management Services.
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