Who We Are
Family Wealth & Legacy provides advisory services, frameworks, and educational content to support family business leaders, their families, and their advisors.
Our website address is:
https://www.familywealthandlegacy.com
Information We Collect
We may collect personal information when you:
Complete a form (e.g., assessments, contact forms, event registrations)
Book a call or request information
Subscribe to content or communications
Engage with our website
This may include your name, email address, company details, and any information you choose to share.
We also collect limited technical data (such as IP address and browser type) to improve site performance and security.
How We Use Your Information
We use your information to:
Deliver requested content, services, or communications
Respond to inquiries and schedule consultations
Improve our website, content, and user experience
Provide insights, resources, and relevant updates
We do not sell or rent your personal information.
Confidentiality & Sensitive Information
We understand that family business, wealth, and legacy matters are highly sensitive.
While our website is designed for general information and engagement, we recommend that you do not submit confidential or highly sensitive information through website forms.
Formal confidentiality protections are established separately within client engagements.
Cookies & Tracking
Our website may use cookies and similar technologies to:
Enhance your browsing experience
Understand how visitors interact with our site
Improve performance and content relevance
You can control or disable cookies through your browser settings.
Embedded Content & Third-Party Tools
Our site may include embedded content (e.g., videos, articles, or forms) or integrations with third-party platforms (such as scheduling tools or analytics providers).
These third parties may collect data in accordance with their own privacy policies.
Data Sharing
We only share your data with trusted service providers when necessary to operate our website or deliver services (e.g., scheduling tools, email platforms).
We do not share your information for third-party marketing purposes.
Data Retention
We retain personal information only as long as necessary to:
Fulfill the purpose for which it was collected
Comply with legal, regulatory, or operational requirements
Your Rights
You may request to:
Access the personal data we hold about you
Correct or update your information
Request deletion of your data, subject to legal obligations
To make a request, please contact us directly.
Data Security
We take reasonable measures to protect your information from unauthorized access, misuse, or disclosure. However, no system can guarantee absolute security.
Changes to This Policy
We may update this Privacy Policy periodically. Continued use of our website constitutes acceptance of any updates.
Contact Us
If you have any questions about this Privacy Policy or how your data is handled, please contact: info@teamfwl.com