At Karpas Strategies, LLC (“Karpas Strategies”), we recognize that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and are very careful to preserve the private nature of our relationship with you. A critical part of our commitment to you is our respect for your rights to privacy while we help you achieve your financial objectives. As such, we want you to be aware of how we handle your personal information. Our policies and procedures for collecting and disclosing personal information are detailed below:
Collection of Non-Public Information:
The primary reason that we collect and maintain certain non-public information about you is to more effectively administer our investment relationship with you. We may collect non-public information from the following sources:
- Information we receive from you or your authorized representative on applications or other forms, in interviews, or by other means;
- Information resulting from your transactions with us or other relevant third parties;
- Information we receive from outside sources (e.g., your accountants, lawyers, etc.); and
- Information we collect when you email us from our Internet Website.
In order to maintain the integrity of client information, we have procedures in place to update such information, as well as to delete it when appropriate. We encourage you to communicate such changes whenever necessary.
Karpas Strategies does not disclose any non-public, personal information (e.g., name, address or tax identification number) about our clients or former clients to anyone except as permitted or required by law. We maintain physical, electronic, and procedural security measures to safeguard your non-public personal information. Our employees are required and trained to protect the confidentiality of your information, and each employee must review and acknowledge our “Code of Ethics.” Please contact us, if you would like us to send you a copy of Karpas Strategies’ “Code of Ethics.”
We may disclose any information that is permitted by law when we believe it allows us to better serve and protect your needs. In addition, in order to service and manage your account(s) efficiently, we may disclose the non-public information to third parties that provide support on our behalf and are required to adhere to our privacy standards.