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Quarterly Luncheon & Annual Meeting, Nov. 1, 2018
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11/1/2018
When: November 1, 2018
10:30am - 1:30pm
Where: The Buckhead Club
3344 Peachtree Rd NE
Suite #2600
Atlanta, Georgia  30326
United States
Contact: Lynette Rickman
678-710-8289


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FEATURED PRESENTATIONS

"From Philanthropy to Social Investment: A New Way of Giving"

Avery Tucker Fontaine, Head of Strategic Philanthropy

BNY Mellon Wealth Management

 

Avery is Head of Strategic Philanthropy for BNY Mellon Wealth Management as a component of Fiduciary Services.  Avery supports the US Markets, Family Office, Endowment & Foundation and Planned Giving Groups to develop a holistic platform  focused on exceeding client needs and expectations related to strategic philanthropy. Avery is the lead subject  matter expert in the review and analysis of client philanthropic interests.  She drives the effort for philanthropic thought leadership, education and training, tools and solutions, cross-functional teamwork, marketing support and national association relationships.  Avery works with partners across the US Markets to deepen the effectiveness of our philanthropic solutions. Avery joined the firm in July 2014 and has almost 20 years of experience in the investment and financial services industry. Previously, she was Senior Vice President, Philanthropic Consultant and Senior Vice President, Business Banking with Wachovia, then with Wells Fargo. As a Philanthropic Consultant, Avery worked with families and successful nonprofit institutions to improve grant-making efficacy, foundation & endowment management, use of planned giving, and long term strategic planning.  In Business Banking, Avery worked with C-level executives for both nonprofits and for-profits to create more efficient capitalization and cash flow via debt allocation, streamlining payables, payroll and analyzing working capital.  Avery received a bachelor’s degree from Sewanee: The University of the South with a dual degree in Philosophy and Fine Arts. She later received her MBA in General Management (with a concentration in Social Enterprise) from The Fuqua School of Business at Duke University, where she received the Class of 1990 Scholarship for Non-Profit Achievement and a Dean’s Recognition award. 

 

"Ethical Wills and Values Letters"

Craig M. Frankel, Founding Partner

Gaslowitz Frankel LLC


Craig is a founding partner of Gaslowitz Frankel LLC, Georgia’s premiere fiduciary litigation firm located in Downtown Atlanta.  He and his firm have handled hundreds of disputes related to trusts, wills, estates, guardianships, partnerships, and closely held corporations.  Craig has represented some of the children of Martin Luther King, Jr. in a recent dispute regarding the family company.  He also has represented the heirs of the Candler family in a dispute regarding the management of a family trust.  Craig is a frequent speaker at continuing legal education programs, wealth management programs, and estate and tax programs, where he talks about fiduciary duties and the risks for fiduciaries.  Craig recently was named by Best Lawyers as the 2018 Atlanta Litigation - Trust & Estate Lawyer of the Year.  Craig attended the Honors Program of the University of North Carolina at Chapel Hill, where he was inducted into Phi Beta Kappa and the Order of the Grail Honor Society.  He attended the University of Georgia School of Law as a Bryant T. Castellow Scholar, where he served as Executive Editor of the Georgia Law Review and as a research assistant to Deans Beaird and Brussack.  After graduating with honors, Craig clerked with the Hon. John C. Godbold, then Chief Judge of the United States Court of Appeals for the Eleventh Circuit. In 2005, Adam Gaslowitz merged their firms to formed Gaslowitz Frankel LLC.  Craig is an Atlanta native, and he stays active in the Atlanta community. Craig is the immediate past Chair of the Breman Museum Jewish Heritage.  He also is on the Advisory Board of Hillside Hospital, a psychiatric residential and out-patient treatment facility for adolescents and their families.  Craig previously served on as Chair of Hillside’s Board of Directors.  Additionally, Craig is a violinist with the Atlanta Community Symphony Orchestra, and he is active with his neighborhood association and political campaigns.