Privacy Policy
01 Information We Collect
We collect personal and financial information you provide directly — including name, contact details, date of birth, Social Security number, and asset documentation — when you initiate a relationship, open an account, or subscribe to our communications. We also gather usage data from your interactions with our digital portal.
02 How We Use Your Information
Your information is used to provide advisory services, process transactions, fulfill regulatory obligations, deliver reporting, and communicate with you about your account. We may also use aggregated, de-identified data for analytics, research, and internal product improvement initiatives across our service lines.
03 Information Sharing and Disclosure
We do not sell your personal information. We share data only with custodians, attorneys, accountants, and other service providers who require it to deliver our services, or when required by law, regulation, or legal process. All third parties are bound by confidentiality obligations consistent with our standards.
04 Data Security Measures
We employ 256-bit AES encryption, multi-factor authentication, biometric access controls, and continuous monitoring. Client data is stored in SOC 2 Type II certified facilities with redundant geographic backups. Despite these safeguards, no system can guarantee absolute security against all threats.
05 Cookies and Tracking Technologies
Our website uses essential cookies for authentication and session management, as well as analytics cookies to understand usage patterns. You may control cookie preferences through your browser settings, though disabling essential cookies may limit access to client portal functionality and account features.
06 Your Privacy Rights
Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict the use of your personal information. You may also have the right to data portability and to opt out of certain processing activities. To exercise these rights, contact our Privacy Officer using the details provided herein below.
07 Data Retention
We retain client information for the duration of our advisory relationship and for a minimum of seven years thereafter, consistent with SEC and IRS recordkeeping requirements. Certain information may be retained longer where required by law or where necessary for legal defense, dispute resolution, or regulatory examination purposes.
08 International Data Transfers
For clients residing outside the United States, we may transfer personal information across borders to facilitate service delivery. Such transfers are conducted under appropriate safeguards, including Standard Contractual Clauses, binding corporate rules, or other legally recognized mechanisms approved by relevant data protection authorities.
09 Children's Privacy
Our services are directed exclusively to adults. We do not knowingly collect personal information from individuals under the age of eighteen. If you believe a minor has provided us with personal information, please contact us immediately so we may promptly delete such information from our systems and records.
10 Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technologies, or legal requirements. Material changes will be communicated through your registered email or portal notification at least thirty days before taking effect. Continued use of our services constitutes acceptance of the updated terms.