Privacy Policy
Information We Collect
We collect information you provide directly when you submit a private inquiry, request access to the Registry, or engage our services. This may include your name, contact details, asset or collection information, and the nature of your request. We also collect limited technical information such as access timestamps for security and audit purposes.
How We Use Information
Information is used to respond to inquiries, coordinate advisory and documentation services, maintain the Registry, and administer the client relationship. We do not sell, rent, or share client information with third parties for marketing purposes.
Sharing of Information
Certain specialist services referenced in an engagement may be provided by independent third party providers. Where sharing with such a provider is necessary to coordinate a service, we share only the minimum information required, and only with your knowledge or as required by applicable law.
Data Retention
Client records are retained for the duration of the engagement and for a reasonable period thereafter to support long-term documentation, audit, and continuity needs. Inquiry information from non-engaged parties is retained only as needed to respond and maintain a basic record of contact.
Security
Access to client information is role-based and restricted to authorized personnel. The Client Portal is protected by authentication and two-factor verification. No method of transmission or storage is fully secure, but we maintain reasonable safeguards appropriate to the nature of the information.
Cookies and Analytics
The website may use minimal cookies and analytics to understand aggregate usage and improve the experience. These do not identify individual visitors personally.
Your Rights
You may request access to, correction of, or deletion of personal information we hold about you, subject to applicable legal requirements. Requests may be submitted through the private office.
Children
Our services are intended for adults. We do not knowingly collect information from minors.
Updates
This policy may be updated from time to time. The date below reflects the most recent revision.
Last revised: August 2026