Privacy Policy

Introduction

Private Circle ("we," "our," or "us") is committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy describes how we collect, use, disclose, and safeguard personal information.

Given the sensitive nature of our services and the high net worth individuals and families we serve, we maintain the strictest standards of confidentiality and data protection.

Information We Collect

We may collect the following categories of personal information:

• Contact Information: Name, email address, phone number, and mailing address
• Professional Information: Business affiliations, professional background, and referral source
• Financial Information: Information necessary to provide our services, including asset information, entity structures, and estate planning documents
• Website Usage Data: IP address, browser type, pages visited, and other technical information collected through cookies and similar technologies

How We Use Your Information

We use personal information for the following purposes:

• Providing and administering our family office and fiduciary services
• Communicating with you about your account and our services
• Coordinating with your professional advisors as authorized
• Complying with legal and regulatory obligations
• Improving our website and services
• Protecting against fraud and unauthorized access

Information Sharing & Disclosure

We do not sell, rent, or trade personal information. We may share information:

• With your authorized professional advisors (attorneys, accountants, investment advisors)
• With service providers who assist in our operations under strict confidentiality agreements
• With financial institutions and trustees as necessary to administer your affairs
• When required by law, regulation, or legal process
• To protect our rights and the safety of our clients and others

Data Security

We implement robust security measures to protect personal information, including:

• Encryption of sensitive data in transit and at rest
• Secure access controls and authentication procedures
• Regular security assessments and updates
• Employee training on confidentiality and data protection
• Physical security measures for our facilities and records

While we employ industry-leading security practices, no method of transmission or storage is 100% secure. We continuously evaluate and update our security measures.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. For client relationships, this typically includes retention for the duration of the relationship and a period thereafter as required by applicable law and professional standards.

Your Rights

Depending on your jurisdiction, you may have rights regarding your personal information, including:

• Access to your personal information
• Correction of inaccurate information
• Deletion of personal information (subject to legal obligations)
• Restriction of processing in certain circumstances
• Data portability
• Objection to certain processing activities

To exercise these rights, please contact us using the information provided below.

International Transfers

Given the international nature of our services, personal information may be transferred to and processed in jurisdictions outside your country of residence. We ensure appropriate safeguards are in place for such transfers in accordance with applicable law.

Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will notify clients of material changes through appropriate channels. The "Last updated" date at the top of this policy indicates when it was last revised.

Contact Us

For questions about this Privacy Policy or our data practices, please contact us at inquiries@privatecircle.space.