These Terms and Conditions (“Terms”) govern your use of the services, content, and materials provided by Family Wealth & Legacy (“Company,” “we,” “us,” or “our”).
By accessing our website, engaging with our services, or participating in any of our programs, you agree to comply with and be bound by these Terms.
Family Wealth & Legacy provides advisory services, frameworks, assessments, educational content, and speaking engagements designed to support family business leaders and their advisors.
Our services are intended for informational, strategic, and educational purposes only and do not constitute legal, tax, or investment advice.
All content, frameworks, methodologies, and materials—including but not limited to the Family Business Flywheel™, Family Business Family Office™, and related tools—are the intellectual property of Family Wealth & Legacy.
You may not reproduce, distribute, modify, or commercially exploit any materials without prior written consent.
You agree to use our services and materials solely for lawful purposes and in a manner consistent with these Terms.
You may not:
- Misuse, copy, or distribute proprietary frameworks or materials
- Represent our content as your own
- Use our services in any way that violates applicable laws or regulations
All fees for advisory services, speaking engagements, or programs will be outlined in a separate agreement or proposal.
Payment terms, including schedules and conditions, will be specified at the time of engagement. Failure to meet payment obligations may result in suspension or termination of services.
We respect the sensitive nature of family business, wealth, and governance matters.
While we take reasonable steps to protect confidentiality, clients are responsible for determining what information they choose to share. Any formal confidentiality obligations will be defined in a separate agreement, where applicable.
By using our services, you acknowledge that you have read, understood, and agree to these Terms, as well as our Privacy Policy.
For any questions regarding these Terms, please contact us at: info@teamfwl.com