Steve Schermer

Background

About Steve Schermer

Steve is a trusted advisor to high net worth families and business owners, specializing in taxation, private client services, estate planning, charitable planning, and mergers and acquisitions. With over 25 years of sophisticated legal experience, he leverages extensive knowledge of accounting, taxation, and estate and trust laws to deliver practical, tailored guidance to his clients.Throughout his career, Steve has designed and implemented multi generational estate planning structures that mitigate estate taxes, enhance asset protection, and support the long term stewardship of family wealth for a broad range of families, including several Forbes list individuals. He has successfully navigated complex negotiations involving multi state joint ventures, crafted tax efficient organizational structures for nationally recognized businesses (including one of the largest privately owned businesses in the United States), and developed ownership and managerial succession plans for numerous family owned businesses. He has also created charitable organizations and negotiated large gift agreements, including for the establishment of a new wing at a major art museum and the renaming of a college within a large state university.At Silverman Schermer, Steve is dedicated to delivering exceptional outcomes and experiences for his clients. His commitment to quality has fostered a loyal base of high net worth family clients who value his holistic approach, balancing intricate family dynamics with legal needs.In addition to his primary role at Silverman Schermer, Steve also leads Magnolia Legacy Partners, a closely aligned boutique family business advisory platform focused on strengthening decision making, communication, and trust among next generation family members, with an emphasis on family governance, succession readiness, and multi generational family enterprise planning. This work is intentionally complementary, helping families align vision, roles, and decision within the succession plan. Super Lawyers and Florida Trends’ Legal Elite have recognized Steve as a preeminent attorney. He is deeply committed to community service and holds leadership and advisory roles with organizations including Funding Arts Broward, the University of Miami, and the NSU Art Museum Fort Lauderdale. He has served as a featured speaker for the Broward County Bar Association, the Alliance of Merger and Acquisition Advisors (AMAA), and United Way Miami. Outside of his professional and community commitments, he cherishes time with his wife, Stacey, and their two daughters.