By using this site for file transfer (the “Site”), you (“User”) acknowledge and agree to the following:
  • The Site is maintained and operated by a third-party vendor, Citrix Systems, Inc. (the “Vendor”), a company that is not affiliated with Ingalls & Snyder, LLC (“Ingalls”). While Ingalls has selected the Vendor based on its belief that the Vendor has commercially reasonable safeguards designed to (i) ensure the security and confidentiality of any non-public information (“Information”) transmitted using the Site, (ii) protect against any anticipated threats or hazards to the security or integrity of Information transmitted using the Site and (iii) protect against unauthorized access to, or use of, Information transmitted using the Site, Ingalls does not exercise any control over the Vendor’s systems and cannot guarantee the privacy and security of any information you choose to transmit using the Site.  
  • Access to the Site is granted by Ingalls so that you may utilize the Service for your convenience at your sole discretion. Ingalls has no liability for any loss, claim, or other damage that results from unauthorized access to any Information transmitted using the Site. User is solely responsible for the security of Information stored locally on the User’s computer or device as well as any email account User may use to receive and send links to the Site to transmit or receive documents.
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Family Office

Comprehensive services for your complex wealth needs.

Substantial wealth can create added burdens and complexity in your financial life.  Our Family Office platform provides services to address to those unique needs.

Our Family Office platform delivers the capabilities of an outsourced CFO – tailored financial management, investment guidance, asset tracking, and wealth preservation strategies through both in-house services and a carefully curated network of third-party professionals. We focus on minimizing your paperwork burdens, streamlining demands on your time, and providing you the peace of mind that professional eyes and ears are overseeing your financial security.

While we tailor family office services to each client’s specific needs, examples of our family office solutions include:

Wealth Advisory

  • Estate & Tax Planning
  • Business Succession
  • Insurance
  • Philanthropy

Oversight of Investment Assets

  • Comprehensive Tracking of Investment Assets
  • Strategic Investment Management & Advice
  • Performance Analytics
  • Sourcing of New Investments

Tailored Reporting

  • Comprehensive Reporting With Detailed Views Across All Assets
  • Integrated Estate, Tax & Portfolio Analytics