PRIVACY POLICY
Schulman Lobel Last Updated: May 4, 2025
This Privacy Policy describes how Schulman Lobel LLP, Schulman Lobel Advisors, LLC, and their subsidiary entities (collectively, "Schulman Lobel," "we," "us," or "our") collect, use, store, share, and protect personal information obtained through our website at www.schulmanlobel.com (the "Site"). By accessing or using our Site, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may receive, collect, and store the following types of information:
Information You Provide Directly: name, email address, phone number, mailing address, company or organization name, job title, and any other information you voluntarily submit through our contact forms, consultation request forms, client portal login, newsletter sign-ups, or other communications with us.
Information Collected Automatically: When you visit our Site, we may automatically collect your Internet Protocol (IP) address, browser type and version, operating system, device identifiers, referring URLs, pages viewed, time spent on pages, click activity, and other browsing behavior through cookies and similar tracking technologies.
Information from Third-Party Sources: We may receive information about you from third-party platforms such as HubSpot (which hosts our consultation request forms), social media platforms including LinkedIn, Facebook, and Instagram, and analytics providers such as Google Analytics.
2. How We Collect Information
We collect personal information in the following ways: when you submit a consultation request or contact form (hosted via HubSpot), when you access the Client Access portal, when you subscribe to our communications or newsletters, when you interact with us via email, phone, or mail, when you browse our Site (through cookies and automated tracking tools), and when you engage with our social media pages on LinkedIn, Facebook, or Instagram.
3. Why We Collect Your Information
We collect and use your personal information for the following purposes: to respond to your inquiries and consultation requests, to provide and deliver our professional tax, accounting, advisory, and business management services, to communicate with you about our services, industry updates, and firm news, to operate, maintain, and improve our Site and user experience, to comply with applicable laws, regulations, and professional standards, and to protect our rights, your rights, and the security of our Site.
4. How We Store, Use, Share, and Disclose Your Information
Storage and Hosting: Our Site is hosted on the Wix.com platform. Your data may be stored through Wix.com's data storage, databases, and general Wix.com applications. Wix stores your data on secure servers behind a firewall.
Third-Party Service Providers: We may share your personal information with trusted third-party service providers who assist us in operating our Site and delivering our services, including Wix.com (website hosting), HubSpot (form processing and client communications), Google Analytics (website analytics), and any payment processors used in connection with our services. These providers are contractually obligated to use your information only as necessary to perform services on our behalf and to maintain reasonable security measures.
Legal Disclosure: We may disclose your personal information if required to do so by law, regulation, or legal process, or if we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others, or to investigate fraud or respond to a government request.
No Sale of Personal Information: We do not sell, rent, or trade your personal information to third parties for their own marketing purposes.
5. How We Communicate With You
We may contact you to respond to your inquiry or consultation request, to provide information about our services or industry developments, to send newsletters or firm updates you have opted into, to notify you of changes to our policies or services, and for any other purpose related to our professional engagement with you. We may reach you by email, telephone, or postal mail using the contact information you have provided. You may opt out of marketing communications at any time by clicking the "unsubscribe" link in any email you receive from us or by contacting us directly at the addresses listed below.
6. Cookies and Tracking Technologies
Our Site uses cookies and similar tracking technologies to enhance your browsing experience and to analyze how the Site is used. These may include session cookies (which expire when you close your browser), persistent cookies (which remain until deleted or expired), and third-party cookies placed by services such as Google Analytics and HubSpot.
Third-party services placing cookies or utilizing other tracking technologies through our Site may have their own privacy policies governing how they collect and store information. We encourage you to review those policies. You can control or disable cookies through your browser settings. Please note that disabling cookies may affect the functionality of certain features on our Site.
For more information about cookies used on Wix-hosted sites, you may refer to the Wix cookie documentation.
7. Your Rights and How to Withdraw Consent
You have the right to access the personal information we hold about you, request correction or amendment of inaccurate information, request deletion of your personal information, withdraw your consent for us to process your data, and opt out of marketing communications.
Depending on your location, additional rights may apply under laws such as the California Consumer Privacy Act (CCPA), the General Data Protection Regulation (GDPR), or other applicable privacy legislation.
To exercise any of these rights, please contact us at:
Email: info@schulmanlobel.com
Mail: Schulman Lobel 1001 Avenue of the Americas, 2nd Floor New York, NY 10018
We will respond to your request within a reasonable time frame and in accordance with applicable law.
8. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.
9. Third-Party Links
Our Site may contain links to third-party websites or services that are not operated by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites. We encourage you to review the privacy policy of every site you visit.
10. Children's Privacy
Our Site and services are not directed to individuals under the age of 13, and we do not knowingly collect personal information from children under 13. If we learn that we have inadvertently collected information from a child under 13, we will take steps to delete that information promptly.
11. Updates to This Privacy Policy
We reserve the right to modify this Privacy Policy at any time. Changes and clarifications will take effect immediately upon their posting on this page. If we make material changes, we will update the "Last Updated" date at the top of this policy. We encourage you to review this page periodically to stay informed about how we are protecting your information.
12. Questions and Contact Information
If you have any questions about this Privacy Policy, or if you would like to access, correct, amend, or delete any personal information we hold about you, please contact us:
Schulman Lobel 1001 Avenue of the Americas, 2nd Floor New York, NY 10018
Phone: (212) 868-5781 Email: info@schulmanlobel.com