PRIVACY POLICY
Effective Date: July 31, 2026
Cohen & Buckmann, P.C. (“Cohen & Buckmann,” the “Firm,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit TheIntelligentFiduciary.com (the “Website”), submit information through a form, or otherwise communicate with us through the Website.
By using the Website, you acknowledge the practices described in this Privacy Policy. If you do not agree with this Privacy Policy, please do not use the Website or submit information through it.
1. Information We Collect
Information you provide. We may collect information that you choose to provide through the Website, such as your name, email address, mailing address, organization, telephone number, and the contents of any message or request you submit. We may also collect information related to requests for or purchases of The Intelligent Fiduciary when that functionality is offered through the Website or a linked third-party service.
Information collected automatically. When you visit the Website, we and our service providers may automatically collect limited technical information, such as your Internet Protocol (IP) address, browser type, device type, operating system, referring page, pages viewed, and the date and time of your visit. This information may be collected through cookies, pixels, server logs, or similar technologies.
2. How We Use Information
We may use the information we collect to:
respond to your inquiries and fulfill your requests;
provide information about the book, related events, or Firm publications that you request;
process or facilitate book-related requests or transactions through applicable service providers;
operate, maintain, secure, and improve the Website;
understand Website usage and troubleshoot technical issues;
protect the rights, property, and safety of the Firm, our users, and others; and
comply with applicable law, legal process, and professional obligations.
We will not use information submitted through the Website to provide legal advice or establish an attorney-client relationship.
3. Cookies and Similar Technologies
The Website may use cookies and similar technologies that are necessary for site functionality, security, performance, and analytics. Your browser may allow you to block or delete cookies; however, doing so may affect Website functionality. If the Website uses nonessential analytics or advertising technologies, the Firm should configure any required notice or consent mechanism based on the technologies used and the locations of Website visitors.
4. How We Disclose Information
We may disclose information:
to vendors and service providers that host, maintain, secure, analyze, or support the Website, forms, communications, book fulfillment, or related services;
when required by law, subpoena, court order, or other legal process;
when reasonably necessary to protect rights, investigate misuse, prevent fraud, or address security concerns;
in connection with a merger, reorganization, or other business transaction involving the Website or the Firm; or
with your direction or consent.
We do not sell personal information for money. This statement should be confirmed against the Website’s final advertising, analytics, and data-sharing configuration before publication.
5. Third-Party Websites and Services
The Website may contain links to third-party websites or services, including booksellers, event platforms, social media services, embedded content, and service providers. We do not control the privacy or security practices of those third parties. Information you provide directly to a third party is governed by that third party’s privacy policy and terms.
6. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect information under our control. No website, electronic transmission, or storage system is completely secure, and we cannot guarantee absolute security. Please do not submit confidential, privileged, or highly sensitive information through the Website.
7. Data Retention
We retain information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to respond to requests, maintain appropriate records, comply with legal and professional obligations, resolve disputes, and enforce agreements. Retention periods may vary depending on the type of information and the reason it was collected.
8. Your Choices and Privacy Rights
You may ask us to update or correct information you submitted through the Website or to stop sending optional communications. You may unsubscribe from marketing emails by using the unsubscribe link included in those messages, when available.
Depending on where you live and subject to applicable exceptions, you may have additional rights regarding your personal information. To submit a privacy request, contact us using the information below. We may need to verify your identity before acting on a request.
9. Children’s Privacy
The Website is intended for a general adult audience and is not directed to children under 13. We do not knowingly collect personal information from children under 13 through the Website. If you believe a child has provided personal information to us, please contact us so that we may take appropriate action.
10. Visitors Outside the United States
The Website is operated from the United States. If you access the Website from another country, information may be transferred to, stored in, and processed in the United States or other jurisdictions where our service providers operate, which may have different data-protection laws than your jurisdiction.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The revised policy will be posted on this page with an updated effective date. Your continued use of the Website after an update constitutes acknowledgment of the revised policy.
12. Contact Us
If you have questions or requests regarding this Privacy Policy, please contact:
Cohen & Buckmann, P.C.
100 Park Avenue, 16th Floor
New York, NY 10017
Email: admin@cohenbuckmann.com