Privacy Policy for Goudy Financial
Goudy Financial (“we,” “us,” or “our”) is committed to maintaining the highest standards of confidentiality and data protection for our clients and visitors. As a firm dedicated to serving ultra-high-net-worth families, we recognize that privacy is not just a legal requirement but a cornerstone of the trust you place in us.
This Privacy Policy describes how we collect, use, and protect your information when you visit our website and interact with our services.
We collect information that identifies, relates to, or could reasonably be linked to you (“Personal Information”). The types of information we collect include:
Contact Information: Name, email address, and any background information you provide via our “Contact Us” form.
Professional Discretion Data: Information regarding your investment priorities, family office needs, or philanthropic goals shared during inquiries.
Technical Data: IP addresses, browser type, and usage patterns collected via cookies to improve website functionality and security.
Goudy Financial uses your data strictly for professional purposes, including:
Evaluating Partnerships: Assessing whether our specialized services align with your family’s objectives.
Communication: Responding to your inquiries and providing requested information regarding our advisory framework.
Security & Compliance: Protecting our digital infrastructure and adhering to financial regulations and anti-money laundering (AML) standards where applicable.
We do not sell, rent, or trade your Personal Information to third-party marketers. Information is only shared under the following circumstances:
Service Providers: With trusted third parties who assist in operating our website or conducting our business (e.g., secure hosting or encrypted CRM systems), provided they agree to keep this information confidential.
Legal Requirements: When required by law, regulation, or a valid subpoena, or to protect the rights and safety of Goudy Financial and our clients.
Affiliate Ecosystems: Only with your explicit consent, we may share information with ecosystem participants (such as custody providers or research platforms) to facilitate your investment execution.
We implement rigorous administrative, technical, and physical security measures designed to safeguard your data. Given our focus on Digital Assets and Crypto, we utilize institutional-grade encryption and protocols to prevent unauthorized access, disclosure, or alteration of sensitive information.
Our website may use “cookies” to enhance user experience. You may choose to set your web browser to refuse cookies or to alert you when cookies are being sent. Note that some parts of the site may not function properly without them.
While New York currently emphasizes data security and breach notification under the SHIELD Act, we honor the privacy rights of all our clients regardless of their location. Depending on your residency, you may have the following rights:
Right to Access & Portability: The right to request a copy of the personal information we maintain about you in a usable electronic format.
Right to Correction: The right to request that we update or correct any inaccurate personal data.
Right to Deletion: The right to request that we delete your personal information, subject to legal and regulatory retention requirements (such as those mandated by financial authorities).
State-Specific Protections (e.g., CCPA/CPRA): If you are a resident of California or other states with comprehensive privacy laws, you may have specific rights to opt-out of the “sale” or “sharing” of your information. Goudy Financial does not sell or share your personal data for commercial marketing purposes.
To exercise these rights, please contact us at the email address provided below.
Our website contains links to affiliate logos and external platforms (e.g., Gemini, Coinbase, Ethereum). We do not control the privacy practices of these third parties. We encourage you to review the privacy policies of any external site you visit.
Goudy Financial reserves the right to update this Privacy Policy at any time. When we do, we will revise the “Effective Date” at the top of this page. We encourage you to periodically review this page to stay informed about how we are protecting your information.
If you have any questions regarding this Privacy Policy or our treatment of your data, please contact our New York office:
Goudy Financial New York, New York
Email: info@goudyfinancial.com
Disclaimer: This document is provided for informational purposes and does not constitute legal advice. Because Goudy Financial operates in the highly regulated financial services industry and handles digital assets, I recommend having a qualified attorney review this policy to ensure full compliance with specific New York and federal financial privacy regulations (such as the Gramm-Leach-Bliley Act).