Advisors

Foundation Trustee Jeffrey Loeb

November 15, 2021

by Jeffrey Loeb, Foundation Trustee and family wealth consultant, Loeb & Loeb LLP One secret to maximizing the power of…

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Q&A with David Jacobs, Financial Planner and Foundation Donor

September 30, 2021

David is a financial planner involved in the LA Jewish community and says The Foundation has an excellent reputation among…

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Leah Bishop, Attorney, Loeb & Loeb

September 21, 2021

Leah Bishop, Esq., is co-chair of The Foundation’s Professional Advisor Speaker Series Planning Committee, and Partner in the Trusts and…

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Tom Corby, CPA, Corby & Corby

September 21, 2021

One of my clients with his own family foundation had traditionally made large donations to two charities, but wanted to…

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Alan S. Watenmaker, Attorney & Managing Member at Hoffman, Sabban & Watenmaker

September 21, 2021

With help from The Foundation, I was able to establish a philanthropic legacy for my client. My client wanted to…

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