Ingrid Hsia
Wealth Strategies Advisor at Bank of America Private Bank | United States
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Ingrid Hsia currently serves as a Wealth Strategies Advisor at Bank of America Private Bank, where she leverages her extensive expertise to deliver tailored wealth management solutions to high-net-worth individuals and families. In her role, Ingrid collaborates closely with clients to develop comprehensive estate and tax planning strategies that align with their unique financial goals, family dynamics, and philanthropic aspirations. Her deep understanding of trust structures, multi-generational wealth transfer, and strategic investment management allows her to craft innovative solutions that optimize wealth preservation and transfer efficiency.
A key aspect of Ingrid’s work involves guiding clients through complex estate planning and succession strategies, ensuring seamless transition of assets across generations while addressing potential tax implications. She also specializes in advising on QSBS and stock options planning, helping entrepreneurs and executives maximize their equity compensation benefits. Her expertise extends into family governance and philanthropy, where she assists clients in establishing charitable giving strategies that reflect their values and legacy objectives.
With over two decades of experience working with high-net-worth individuals, Ingrid’s strategic approach combines her legal background with her wealth management skills, providing clients with holistic advice that encompasses estate law, alternative investments, and strategic planning. Her ability to build trusted relationships and her commitment to understanding each client’s unique circumstances make her a valuable partner in navigating the complexities of wealth management in today’s dynamic financial landscape.
Wealth Strategies Advisor at Bank of America Private Bank in May 2011 to Present
Attorney at Law at The Law Offices of Ingrid Hsia in April 2009 to May 2011
Wealth Management Strategist at Wells Fargo Private Bank in January 2007 to January 2009
Attorney at Hanson Bridgett LLP in January 2006 to January 2007
Attorney at Ramsbacher Prokey, LP in January 2004 to January 2006
Attorney at Crist, Schultz, Biorn, Shepherd in January 2001 to January 2004
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Rutgers Law School
Rutgers University, BA
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Trusts
Wealth Management Services
Asset Management
Estate Planning
Portfolio Management
Wealth Management
Strategy
Strategic Planning
Asset Allocation
Estate Law
Alternative Investments
High Net Worth Individuals
Succession Planning
Asset Protection
Investment Management
Trust Services
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Discover more about Bank of America Private BankWhat is Ingrid Hsia email address?
Email Ingrid Hsia at [email protected] and [email protected]. This email is the most updated Ingrid Hsia's email found in 2026.
What is Ingrid Hsia phone number?
Ingrid Hsia phone number is 4084463911.
How to contact Ingrid Hsia?
To contact Ingrid Hsia send an email to [email protected] or [email protected]. If you want to call Ingrid Hsia try calling on 4084463911. (updated on May 19, 2025)
What company does Ingrid Hsia work for?
Ingrid Hsia works for Bank of America Private Bank
What is Ingrid Hsia's role at Bank of America Private Bank?
Ingrid Hsia is Wealth Strategies Advisor
What industry does Ingrid Hsia work in?
Ingrid Hsia works in the Law Practice industry.
Ingrid Hsia Email Addresses
Ingrid Hsia Phone Numbers
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