Sasha A. Klein heads the Private Wealth Service’s group at Ward Damon, counseling affluent individuals in personal tax, estate planning and probate matters and providing thoughtful solutions to sensitive family dynamics. She advises on structuring wealth to achieve unique client goals, protect against risk, and minimize taxes over multiple generations. She is a national lecturer and frequently published author. She holds numerous leadership roles in the Trust and Estate sections of the American and Florida Bars, chairs the Legislation Committee for Florida Bankers, and serves on the Palm Beach County Estate Planning Council Board of Directors. Sasha earned her juris-doctorate from Vanderbilt University Law School and a post-doctorate degree in tax law. She volunteers and supports several civic and charitable organizations.
