Advisor News
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December 2022 Professional Advisor Connections
Jun 14, 2023
Read our December 2022 Professional Advisor Connections newsletter for professional advisors. In this issue, we share an update on the Buffalo Together Community Response Fund, established in the wake of…
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Article: The Future of Family Philanthropy
Dec 14, 2022
Family philanthropy is a way to carry on a family's name and legacy. In a time of complicated transitions and historical opportunities, philanthropic families are reflecting on their purpose, pace,…
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July 2022 Professional Advisor Connections
Jul 30, 2022
Read our July 2022 Professional Advisor Connections newsletter for professional advisors. In this issue, we share an update on the Buffalo Together Community Response Fund, established in the wake of the…
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How Charitable Planning Helps Retain Clients
Jun 7, 2022
Click here for an article you may find helpful when considering strategies for strengthening client relationships.
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Professional Advisor Spotlight: Fenster, Lewis & Good, LLC
Apr 20, 2022
“The client is the most important part of our work,” said David D. Fenster. That is engrained in the fabric of the attorneys who work at Fenster, Lewis & Good,…
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