Privacy Policy

1. Information We Collect

Personal Information You Provide

When you contact us through our website or engage our services, we may collect:

• Name and contact information (email, phone, mailing address)
• Professional information (company, title, business address)
• Family office or entity affiliation
• Consultation requests and inquiry details
• Communication preferences

Financial Information

For engaged clients, we may collect:

• Billing and payment information
• Banking details for payment processing
• Financial information relevant to our consulting services

Technical Information

We may automatically collect certain technical information:

• IP address and browser information
• Website usage data and analytics
• Device and operating system information
• Referring websites and search terms

We do not collect personal information unless you voluntarily provide it to us.

2. How We Use Your Information

We use your personal information to:

• Provide and deliver the consulting services you request
• Respond to inquiries and evaluate potential engagements
• Process payments and maintain client accounts
• Communicate about our services and send important notices
• Improve our website and service offerings
• Comply with legal and regulatory requirements
• Protect our rights and prevent fraud or misuse

We may contact you about other relevant consulting services from Prime Fiduciary Consulting Inc. You may opt out of such communications at any time.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

3. Information Security

We implement comprehensive security measures to protect your information:

• Encryption: All data transmission uses industry-standard SSL/TLS encryption
• Secure Storage: Information is stored in access-controlled, encrypted systems
• Access Controls: Only authorized personnel have access to personal information
• Regular Monitoring: Continuous security monitoring and threat detection
• Security Audits: Regular security assessments and updates

4. Information Sharing and Disclosure

We do not sell, rent, or lease your personal information to third parties.

We may share your information only in these limited circumstances:

• With Your Consent: When you explicitly authorize information sharing
• Service Providers: With trusted vendors who assist our operations under strict confidentiality agreements
• Legal Requirements: When required by law, regulation, court order, or legal process
• Business Protection: To protect our rights, property, safety, or that of our clients
• Business Transfers: In connection with any merger, acquisition, or asset sale (with notice)

All third-party service providers are contractually required to maintain confidentiality and use information only for authorized purposes.

5. Your Privacy Rights

General Rights

You have the right to:

• Access and review the personal information we have about you
• Request corrections to inaccurate information
• Request deletion of your information (subject to legal requirements)
• Opt out of marketing communications
• Withdraw consent where processing is based on consent

California Residents

Under the California Consumer Privacy Act (CCPA), California residents have additional rights:

• Right to Know: Details about what personal information we collect and how it's used
• Right to Delete: Request deletion of personal information
• Right to Correct: Request correction of inaccurate personal information
• Right to Opt-Out: Opt out of sale or sharing for targeted advertising
• Right to Non-Discrimination: Protection against retaliation for exercising rights

To exercise these rights, contact us at privacy@primefiduciaryconsulting.com

6. Data Retention

We retain personal information for as long as necessary to:

• Provide requested services and maintain client relationships
• Comply with legal and regulatory record-keeping requirements
• Resolve disputes and enforce our agreements
• Fulfill legitimate business purposes

Retention Periods:

• Website inquiries: Up to 3 years unless deletion requested
• Client information: Duration of relationship plus applicable legal requirements
• Financial records: As required by applicable law (typically 7+ years)

7. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to:

• Improve website functionality and user experience
• Analyze website traffic and usage patterns
• Remember your preferences and settings
• Provide relevant content and communications

You can control cookie settings through your browser preferences. Disabling cookies may affect website functionality.

8. Email Communications

We may send you emails for:

• Service-related communications and account notices
• Responses to inquiries and consultation requests
• Professional correspondence during engagements
• Information about relevant consulting services (with opt-out option)

To unsubscribe: Use the unsubscribe link in emails or contact privacy@primefiduciaryconsulting.com

9. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children under 13. If you are under 18, you may use our website only with parental permission.

If we learn we have collected information from a child under 13, we will delete it promptly.

10. International Users

Our services are operated from the United States. If you access our website from outside the US:

• Your information may be transferred to and processed in the United States
• You are responsible for compliance with local privacy laws
• This Privacy Policy is governed by Florida and US federal law

By using our services, you consent to the transfer and processing of your information in the United States.

11. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect:

• Changes in our privacy practices or services
• Legal or regulatory requirements
• Technology updates and security improvements

We will post updated policies on this page with the effective date. For material changes affecting existing clients, we will provide direct notice via email or other appropriate means.

Continued use of our services after policy updates constitutes acceptance of the revised terms.

13. Contact Information

For questions about this Privacy Policy, to exercise your privacy rights, or to report privacy concerns:

We will respond to privacy inquiries within 30 days of receipt.