Last updated: April 5, 2025
When you visit our website or choose to engage with our services, we may collect limited personal information that helps us provide a more tailored experience. This includes details such as your name, email address, and general information about whether you’re managing personal investments or acting on behalf of a family office. Occasionally, we’ll also ask broad questions to better understand the types of assets you’re interested in tracking, but never anything that would compromise your financial privacy. We do not request or collect sensitive banking information, login credentials, account numbers, or actual portfolio files through our website. All data related to your financial holdings is handled securely and privately during structured onboarding sessions, either live or through direct contact — never through the site itself. Our system is built around local-first, open-source infrastructure, meaning that your financial data stays with you, fully under your control, and never in a centralized or cloud-based system unless you explicitly choose otherwise.
To improve our website and ensure an optimal browsing experience, we may use basic analytics tools that track non-identifiable usage metrics, such as page visits or device type. These tools never have access to your personal financial data or any client-specific insights. Any information you voluntarily provide is used exclusively to respond to inquiries, schedule consultations, or provide relevant follow-ups about the service you’ve requested. We never use your contact details to send spam or promotional content unless you’ve explicitly opted in, and you can opt out at any time. Our approach is simple: ask for as little information as necessary, store it securely, and use it only to deliver value. If at any point you wish to know what data we’ve stored about you, or if you’d like it removed or updated, just reach out — we’ll take care of it quickly and respectfully.
We do not sell, rent, trade, or otherwise share your personal information with third parties. Period. Any data you submit through our website or during a session is used exclusively to serve you better — not for advertising, not for remarketing, and not for analytics services that profile or track your behavior across the internet. Our guiding philosophy is that your financial life is yours, and no third-party platform or service should have access to that without your clear, informed consent. Our infrastructure is designed with privacy at its core. From the moment you contact us to the moment your dashboard is delivered, every interaction is held to the highest standard of discretion and professionalism.
Should you choose to continue with our service, your investment data will be reviewed and handled only in direct collaboration with you, never stored online unless you instruct us to do so. If you use third-party services (such as Google Drive or Dropbox) to share non-sensitive files, that will be your choice — and we will advise you on best practices for privacy and security. Additionally, if at any point you no longer wish to receive communication from us or would like to delete any data we’ve stored about you (such as your email address or form submission), you can contact us directly, and we will comply without hesitation. Our clients come to us for clarity, trust, and control — and that trust is something we never take for granted.