Privacy Policy
Palisades Hudson Financial Group LLC
Palisades Hudson Asset Management, L.P.
We at Palisades Hudson Financial Group LLC and Palisades Hudson Asset Management, L.P. are concerned about and committed to safeguarding the privacy of the nonpublic personal information you, as our client, have entrusted to us.
The categories of nonpublic information we collect from a client depend upon the scope of the client engagement. This may include, but is not limited to, your name and address, Social Security or taxpayer identification number, and personal financial information such as your assets and liabilities, income, investment activity and transactions, etc. We may collect this information from:
- Tax returns and other forms you provide to us;
- Information about your transactions with us or our affiliates;
- Formal and informal discussions with you; and/or
- Other sources with your consent or with the consent of your representative (for example from a prior accountant or attorney if you engage us for tax or financial planning services, or your financial institution(s) if you transfer assets to Palisades Hudson Asset Management, L.P.).
Sharing Your Nonpublic Personal Information:
We do not disclose any nonpublic personal information about our clients or former clients, except as permitted by law. This may include sharing your information with our affiliates or non-affiliated third parties in order to process a transaction or to perform services on your behalf as you request, to assist us in responding to your inquiries, and/or to comply with legal requirements.
We restrict access to your nonpublic personal information to authorized employees who require such information to conduct our business and provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic information.
2 Overhill Road, Suite 100
Scarsdale, NY 10583 Phone (914) 723-5000 Fax (914) 723-5139 |
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110 E. Broward Blvd., Suite 1620
Fort Lauderdale, FL 33301 Phone (954) 524-5552 Fax (954) 524-5554 |
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All information on this site © 1995-2008 Palisades Hudson Financial Group LLC |
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