At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Ingrid Hsia is a Wealth Strategies Advisor at Bank of America Private Bank in Palo Alto, California. Ingrid works with wealth creators to raise awareness of various approaches for transitioning their wealth. She also assists clients with possible wealth strategies in anticipation of significant liquidity and lifecycle events.
For business liquidity events, such as the sale of stock or real estate, exercising stock options or transferring ownership, Ingrid can offer thoughtful guidance driven by financial analysis, family needs and a familiarity with the relevant tax issues. (Ingrid does not provide legal or tax advice in her role at the Private Bank.) For cycle of life events, such as changes in marital status, or the passing of a spouse, Ingrid can help clients pursue the intentions they may have for their wealth. She can suggest options around updating existing estate plans and offer guidance on the potential use of other wealth planning vehicles for discussion and implementation with clients’ personal legal professionals.
Ingrid can offer her knowledge and research capabilities to help guide clients facing a variety of taxable events. She can help clarify the impact of the tax code on different client scenarios and explain in plain English what clients may be hearing from their tax or legal professionals.
Ingrid joined Bank of America Private Bank (formerly U.S. Trust) in 2011. She spent the earlier part of her career as an estate planning attorney for several law firms in the Bay Area. Ingrid is a graduate of Rutgers University in New Jersey from which she earned a bachelor’s degree and a J.D. from the university’s School of Law, also serving as the Associate Editor of Rutgers Law Record. She is a member of both the California and American Bar Associations.*
Ingrid resides in Cupertino with her husband and two cats. She enjoys tending to her garden, reading and travelling to destinations around the world.
*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.