--- title: Privacy Policy | Old Harbor Advisors description: How Old Harbor Advisors collects, uses and shares information collected through oldharboradvisors.com, and the choices available to you. image: https://oldharboradvisors.com/hubfs/oha-site/brand/oha-heritage-share-1200x630.jpg --- [Skip to content](https://oldharboradvisors.com/privacy#main-content) [![Old Harbor Advisors anchor](https://oldharboradvisors.com/hs-fs/hubfs/oha-site/brand/oha-gold-plate-anchor-2026-10-22.webp?width=52&height=53&name=oha-gold-plate-anchor-2026-10-22.webp) OLD HARBOR ADVISORS, LLC](https://oldharboradvisors.com?hsLang=en) Menu - [Mission & Values](https://oldharboradvisors.com/mission-and-values?hsLang=en) - [Business Owners](https://oldharboradvisors.com/the-practice/for-owners?hsLang=en) Business Owners submenu - [Family Businesses](https://oldharboradvisors.com/the-practice/for-owners/family-businesses?hsLang=en) - [Contractors](https://oldharboradvisors.com/the-practice/for-owners/contractors?hsLang=en) - [Professional Services Firms](https://oldharboradvisors.com/the-practice/for-owners/professional-services-companies?hsLang=en) - [Business Advisors](https://oldharboradvisors.com/the-practice/for-advisors?hsLang=en) Business Advisors submenu - [Bankers](https://oldharboradvisors.com/the-practice/for-advisors/bankers?hsLang=en) - [Wealth Advisors](https://oldharboradvisors.com/the-practice/for-advisors/wealth-advisors?hsLang=en) - [CPAs & Attorneys](https://oldharboradvisors.com/the-practice/for-advisors/cpas-and-attorneys?hsLang=en) - [Team](https://oldharboradvisors.com/team?hsLang=en) - [Our Approach](https://oldharboradvisors.com/the-practice?hsLang=en) - [Resources](https://oldharboradvisors.com/resources?hsLang=en) Resources submenu - [ESOP 101](https://oldharboradvisors.com/resources/esop-basics?hsLang=en) - [FAQs](https://oldharboradvisors.com/resources/faqs?hsLang=en) - [Common Misconceptions](https://oldharboradvisors.com/resources/common-misconceptions?hsLang=en) - [Is an ESOP the Right Fit?](https://oldharboradvisors.com/resources/esop-fit?hsLang=en) - [Articles & Market Intelligence](https://oldharboradvisors.com/resources/market-intel?hsLang=en) - [Outside Organizations & Resources](https://oldharboradvisors.com/resources#organizations) [Talk to Us](https://oldharboradvisors.com/talk-to-us?hsLang=en) LEGAL # Privacy Policy Last updated October 26, 2026. This policy explains what information Old Harbor Advisors collects through its website, how it is used, and the choices available to you. ## Who We Are Old Harbor Advisors operates oldharboradvisors.com (the “site”). This policy describes the information collected through the site, how it is used and shared, and the choices available to you. It does not cover information handled outside the site, such as in a conversation or an engagement, which is governed by the terms of that relationship. ## Information We Collect **Information you provide.** If you email us or otherwise contact us, we receive your name, contact details, company name and anything else you choose to include. You do not need to include sensitive company information when you first contact us, and we ask that you wait until a confidentiality agreement is in place. **Information collected automatically.** When you visit the site, our hosting and analytics tools may collect technical information such as your IP address, browser and device type, operating system, the pages you view, the page that referred you, and the date and time of your visit. If you accept analytics cookies, your visit may also be recorded, as described under Cookies and Analytics. ## How We Use Information We use information to: - respond to your messages and requests; - operate, secure and maintain the site; - understand how the site is used, and improve its content and design; and - meet legal and regulatory obligations and protect our rights. ## Cookies and Analytics Cookies are small files placed on your device. The site and the services it relies on may use cookies and similar technologies, or may operate without them, depending on how each service is configured. - **HubSpot** hosts the site and measures traffic, such as page views, sessions and sources. - **PostHog**, **Google Tag Manager** and **Google Analytics** may be used to understand how visitors use the site. - **Google Fonts** supplies the site’s typefaces, so your browser requests font files from Google. - **Cloudflare**, used by our hosting provider, may set cookies that help secure and deliver the site. **Session recording.** If you accept analytics cookies in the cookie banner, PostHog may record your visit to help us understand how the site is used and to find problems. A recording shows the pages you view and how you interact with them, such as clicks, scrolling and mouse movement, along with any technical errors. Text you type into form fields is masked and is not captured. Until you accept, or if you decline, PostHog measures visits without cookies and does not record them, and Google Tag Manager and Google Analytics do not run. You can block or delete cookies in your browser settings. Blocking some cookies may affect how parts of the site work. Where the site shows a cookie banner, you can change your choice at any time through it. ## How We Share Information We do not sell personal information. We share information with service providers that process it on our behalf, such as website hosting and analytics providers (including HubSpot, PostHog and Google). We may also disclose information when the law requires it, to protect the rights, property or safety of Old Harbor Advisors or others, or in connection with a merger, sale or other business transfer. ## How Long We Keep Information We keep information for as long as it is needed for the purposes described in this policy, unless a longer period is required or permitted by law. Analytics data is kept according to the retention settings of each analytics service. ## Security We use reasonable administrative, technical and physical measures to protect information. No method of transmission over the internet or of electronic storage is completely secure, so we cannot guarantee absolute security. ## Your Choices and Rights You may ask us what personal information we hold about you, or ask us to correct or delete it, by emailing [info@oldharboradvisors.com](mailto:info@oldharboradvisors.com). Depending on where you live, including certain U.S. states, the United Kingdom and the European Economic Area, you may have additional rights, such as the right to access, correct, delete or restrict the use of your personal information, and to object to certain processing. We will respond as required by applicable law. You can limit analytics cookies through your browser settings or the cookie banner, where one is shown. ## Children The site is intended for business owners and their advisors and is not directed to children under 13. We do not knowingly collect personal information from children. ## Links to Other Sites The site may link to other websites, such as professional profiles and educational resources. We do not control those sites or their privacy practices, and this policy does not apply to them. We encourage you to review their policies. ## Changes to This Policy We may update this policy from time to time. The “Last updated” date at the top shows when it was last changed. Continued use of the site after an update means you accept the updated policy. ## Contact Us Old Harbor Advisors 176 Federal St., 6th Floor Boston, MA 02110 [info@oldharboradvisors.com](mailto:info@oldharboradvisors.com) Educate • Explore • Prepare ![Old Harbor Advisors, LLC seal](https://oldharboradvisors.com/hs-fs/hubfs/oha-site/brand/oha-heritage-seal.webp?width=156&height=156&name=oha-heritage-seal.webp) Ownership • Stewardship • Legacy [Business Owners](https://oldharboradvisors.com/the-practice/for-owners?hsLang=en) - [Family Businesses](https://oldharboradvisors.com/the-practice/for-owners/family-businesses?hsLang=en) - [Contractors](https://oldharboradvisors.com/the-practice/for-owners/contractors?hsLang=en) - [Professional Services Firms](https://oldharboradvisors.com/the-practice/for-owners/professional-services-companies?hsLang=en) [Advisors](https://oldharboradvisors.com/the-practice/for-advisors?hsLang=en) - [Bankers](https://oldharboradvisors.com/the-practice/for-advisors/bankers?hsLang=en) - [Wealth Advisors](https://oldharboradvisors.com/the-practice/for-advisors/wealth-advisors?hsLang=en) - [CPAs & Attorneys](https://oldharboradvisors.com/the-practice/for-advisors/cpas-and-attorneys?hsLang=en) Old Harbor - [Mission & Values](https://oldharboradvisors.com/mission-and-values?hsLang=en) - [Team](https://oldharboradvisors.com/team?hsLang=en) - [Our Approach](https://oldharboradvisors.com/the-practice?hsLang=en) - [Resources](https://oldharboradvisors.com/resources?hsLang=en) - [Talk to Us](https://oldharboradvisors.com/talk-to-us?hsLang=en) Office 176 Federal St, 6th Floor Boston, MA 02110 [info@oldharboradvisors.com](mailto:info@oldharboradvisors.com) [+1 617-237-0267](tel:+16172370267) © 2026 Old Harbor Advisors, LLC [PRIVACY](https://oldharboradvisors.com/privacy?hsLang=en) ```json { "@context" : "https://schema.org", "@id" : "https://oldharboradvisors.com/#org", "@type" : [ "Organization", "ProfessionalService" ], "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "Boston", "addressRegion" : "MA", "postalCode" : "02110", "streetAddress" : "176 Federal St, 6th Floor" }, "contactPoint" : { "@type" : "ContactPoint", "availableLanguage" : "English", "contactType" : "inquiries", "email" : "info@oldharboradvisors.com", "telephone" : "+1-617-237-0267", "url" : "https://oldharboradvisors.com/talk-to-us" }, "description" : "Old Harbor Advisors helps middle market business owners and their advisors understand how Employee Stock Ownership Plans (ESOPs) can help preserve business independence, deliver significant tax advantages, provide liquidity for owners, strengthen employee engagement, and support long-term business continuity and legacy.", "email" : "info@oldharboradvisors.com", "founder" : { "@id" : "https://oldharboradvisors.com/team#jack" }, "image" : "https://247514930.fs1.hubspotusercontent-na2.net/hubfs/247514930/oha-site/brand/oha-heritage-share-1200x630.jpg", "knowsAbout" : [ "Employee stock ownership plans (ESOPs)", "Employee ownership", "Business succession planning", "Ownership transition", "Management buyouts", "Family Business Succession" ], "legalName" : "Old Harbor Advisors LLC", "logo" : "https://247514930.fs1.hubspotusercontent-na2.net/hubfs/247514930/oha-site/brand/oha-heritage-icon-512.png", "makesOffer" : [ { "@type" : "Offer", "itemOffered" : { "@type" : "Service", "description" : "We educate business owners and their advisors on the possibilities of employee ownership, including its potential benefits and costs, opportunities and pitfalls, and the risks and considerations involved in determining whether it aligns with their business, financial, and succession goals.", "name" : "Education" } }, { "@type" : "Offer", "itemOffered" : { "@type" : "Service", "description" : "We help business owners and their advisors explore the flexibility of employee ownership, consider the options available, and assess how different approaches may support their succession, tax, and legacy goals.", "name" : "Exploration" } }, { "@type" : "Offer", "itemOffered" : { "@type" : "Service", "description" : "We work with leading national ESOP advisory firms. 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