Home > Website Privacy Statement
June 20, 2018

Website Privacy Statement

Effective Date: May 25, 2018

This privacy statement describes how Geller Advisors LLC (“Geller” “we,” “us” and “our”) collects, uses, discloses and stores information you provide to us through the Geller website at gelleradvisors.com (the “Site”).

We are committed to maintaining your privacy when you visit our site. The purpose of this privacy statement is to help you understand how your privacy is protected when you visit the Site. It applies to all who access the Site.

This privacy statement describes:


  • Information that we collect when you interact with the Site
  • How we use and process the information that we collect
  • How we use and process the information that we collect
  • How we may share information with third parties
  • The security of your information

For those who also access certain Geller business functions via gellerfamilyofficeservices.com; gellerco.com or other Internet access, additional notices of privacy information will be provided prior to access.

1. User Consent and Incorporation

PLEASE REVIEW THIS PRIVACY STATEMENT CAREFULLY. When you submit information to or through the Site, you consent to the collection and processing of your information as described in this privacy statement. By using the Site, you accept the terms of this privacy statement, our Terms and Conditions and consent to our collection, use, disclosure and retention of your information as described in this privacy statement. IF YOU DO NOT AGREE WITH ANY PART OF THIS PRIVACY STATEMENT OR OUR TERMS AND CONDITIONS, YOU ARE NOT AUTHORIZED TO USE THE SITE.

2. Links to Other Sites

The Site may contain links to third-party websites and services (each a “Third Party Site”) with which we have no affiliation. A link to any Third Party Site does not mean that we endorse it or the quality or accuracy of information presented on it. If you decide to visit a Third Party Site, you are subject to its privacy policy and practices and not this privacy statement. We encourage you to carefully review the legal and privacy notices of all other digital services that you visit.

3. Information About You That is Gathered on the Site

We collect personal information that you provide to us when you use the Site. For example, you may provide personal information via the “Contact Us” form on the Site or in an email you submit to the webmaster address provided below (webmaster@gellerco.com), such as name, email address, and any information you choose to provide in your message to us.

Additionally, you may submit information if you choose to apply for a position through the portal accessed through the Site’s “Careers” or “Search Jobs” links (the “Career Portal”) or create an account through the Career Portal. The Career Portal is hosted and managed by our third party vendor, Workday, Inc. (“Workday”), and any information you provide through the Career Portal is provided to and stored by Workday. For more information on how Workday uses and stores the information you provide them, visit Workday’s service privacy policy.

4. Cookies and Other Information Collection Tools

What are cookies? A cookie is a small file containing a string of characters that is sent to your computer when you visit a website. When you visit the website again, the cookie allows that site to recognize your browser. Cookies may store unique identifiers, user preferences and other information.

Why do we use them? Cookies help us improve the Site by providing us with information about which parts of the Site are most popular, enabling us to analyze technical and navigational information about the Site; and helping us to detect and prevent fraud. We also use cookies and other data collection tools (such as web beacons and server logs) to help improve your experience with the Site. For example, we use Google Analytics to help analyze how users use the Site. The Google Analytics tool uses cookies to collect standard Internet log information and visitor behavior information in an anonymous form. The information generated by the cookie about your use of the Site (including IP address) is transmitted to Google. This information is then used by us to evaluate visitors’ use of the Site and to compile statistical reports on website activity for Geller.

How do I control cookies? Web browsers allow some control of most cookies through the browser settings. To find out more about cookies, including how to manage and delete cookies, visit www.allaboutcookies.org. Some web browsers provide settings that allow a user to reject cookies or to alert a user when a cookie is placed on the user’s computer, tablet or mobile device. Most mobile devices also offer settings to reject mobile device identifiers. Although users are not required to accept cookies or mobile device identifiers, blocking or rejecting them may prevent access to some features available through the Site.

5. How We Use Information Gathered on the Site

We may use the information we collect for any of the following purposes:


  • to provide the Site to you and improve the Site;
  • to operate, improve, and personalize the services we offer, and to give each user a more consistent and personalized experience when interacting with us;
  • for customer service, security, to detect fraud or illegal activities, and for archival and backup purposes in connection with the provision of the Site;
  • for research and analysis purposes;
  • where an application for employment is submitted through the Site, to make employment decisions;
  • to communicate with users; and
  • to enforce our Terms and Conditions or other applicable policies.

Geller will respond to an information request or question submitted to our webmaster when the nature of the request, or question relates to the types of professional services that we offer, or if the Site visitor requests further information regarding this privacy statement.

6. Sharing of Information

We may share and disclose information as described at the time information is collected or as follows.

With Third Party Service Providers Performing Services on Our Behalf. We share information, including personal information (if provided), with our service providers to perform the functions for which we engage them. We may use third parties to host the Site, provide data analysis services, provide marketing and advertising services for us and remove repetitive information from our user lists. For example, as discussed above, we share the information collected via our Career Portal with Workday, who hosts and manages our Career Portal to assist us with recruiting. For more information on how Workday uses and stores the information you provide them, visit Workday’s privacy statement.

For Legal Purposes. We also may share information that we collect from users as needed to enforce our rights, protect our property or protect the rights, property or safety of others, or as needed to support external auditing, compliance and corporate governance functions. We will disclose personal information as we deem necessary to respond to a subpoena, regulation, binding order of a data protection agency, legal process, governmental request or other legal or regulatory process. We may also share personal information as required to pursue available remedies or limit damages we may sustain.

Corporate Changes. We may transfer information, including your personal information, in connection with a merger, sale, acquisition or other change of ownership or control by or of us or any affiliated company (in each case whether in whole or in part).

7. Security of Your Information

We employ industry standard security measures designed to protect the security of all information submitted through the Site. However, the security of information transmitted through the Internet can never be guaranteed. We are not responsible for any interception or interruption of any communications through the internet or for changes to or losses of data. Users of the Site are responsible for maintaining the security of any password, user ID or other form of authentication involved in obtaining access to password protected or secure areas of any of our Site, including the Career Portal. In order to protect you and your data, we may suspend your use of the Site, without notice, pending an investigation, if any breach of security is suspected. Access to and use of password protected and/or secure areas of the Site are restricted to authorized users only. Unauthorized access to such areas is prohibited and may lead to criminal prosecution.

8. Effective Date and Changes to this Privacy Statement

The Effective Date of this privacy statement is set forth at the top of this webpage. We may change this privacy statement from time to time in our discretion. Changes will be posted to this webpage. We encourage you to return to this webpage frequently so that you are aware of our current privacy practices. Your continued use of the Site after the Effective Date constitutes your acceptance of the amended privacy statement. The amended privacy statement supersedes all previous versions.

9. Special Provisions

a. Children

We do not knowingly collect or maintain personal information from any person under the age of thirteen. No parts of our Site are directed to or designed to attract anyone under the age of thirteen.

b. Do Not Track

The Site does not support Do Not Track with respect to the Site at this time. Do Not Track (DNT) is a privacy preference that you can set in your web browser to indicate that you do not want certain information about your webpage visits collected across websites when you have not interacted with that service on the page. For all the details, including how to turn on Do Not Track, visit www.donottrack.us.

c. Non-U.S. Visitors

All personal information we collect through the Site is currently processed in the United States by us or by a party acting on our behalf. When you provide personal information to us through the Site, you consent to the transfer of your data to, and processing of your data in, the United States. The Site is currently hosted in the United States

10. Access and Correction

Contact us at webmaster@gellerco.com to find out what information we have collected about you, and to request any changes.

11. Special Notice to California Residents

Under California Law SB 27, California residents have the right to receive, once a year, information about third parties with whom we have shared information about you or your family for their marketing purposes during the previous calendar year, and a description of the categories of personal information shared. Generally, we do not share your information to third parties for marketing purposes. However, to make such a request, please fill out this Personal Data Inquiry form. We will respond to you within-thirty days of receiving such a request.

12. Notices

Please send all questions, comments and notices regarding this privacy statement to webmaster@gellerco.com.