This “Privacy Notice” describes how we collect, store, use, disclose and protect your Personal information that may directly, or indirectly, identify you during and after your working relationship with us and/or through our “Website.” We use the term Personal information to describe information that can be associated with you and can be used to identify you. Personal information does not include information that does not identify a specific person or that is publicly available. In particular, this Privacy Notice describes the basis upon which and for what purposes we process your Personal Information, how we share your Personal information and how we protect and safeguard your Personal information.
TFO Wealth Partners does not sell Personal information to anyone. TFO Wealth Partners will only share Personal information with non-affiliated third parties, as stated in this Policy or as permitted by law, unless TFO Wealth Partners provides you with an additional notice or obtains your permission.
By working with us and using our Website, you agree to the terms and conditions of this Privacy Notice as more fully described below.
Information We Collect
TFO Wealth Partners collects Personal Information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information TFO Wealth Partners collects may include:
Information Disclosed In Administering Products and Services
TFO Wealth Partners will not disclose Personal Information about current or former clients to non-affiliated third parties except as permitted or required by law or with consent. TFO Wealth Partners may be obliged to share Personal Information to comply with reporting and other legal requirements as follows: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers, etc.); (ii) to persons assessing our compliance with industry standards (e.g. professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
Because we rely on certain third parties for services that enable us to provide our advisory services to you, such as our attorneys, auditors, other consultants, brokers, and custodians who, in the ordinary course of providing their services to, may require access to information, may share Personal information with such third parties. TFO Wealth Partners does not sell any Personal Information about you to any third party.
Personal Information we may share may include your name, address, social security number, assets, income, investment holdings and other financial information.
Procedures to Protect Confidentiality and Security of Your Personal Information
TFO Wealth Partners has procedures in place that limit access to Personal Information to those employees who need to know such information in order to perform business services. In addition, TFO Wealth Partners maintains physical, electronic and procedural safeguards to guard your Personal Information.
TFO Wealth Partners has also adopted the following policies in order to safeguard the NPPI of our clients in accordance with applicable law:
Information We Disclose to Affiliated Third Parties
TFO Wealth Partners may share client Personal Information with TFO Family Office Partners our affiliated investment adviser; TFO Marketing Group, LLC, an affiliated marketing company, RightTrak LLC, a company that offers financial education services; and TFO Trust Company, LLC an affiliated trust company.
Linking to Third Party Websites
We may provide links to third party websites. If you follow links to third-party websites not affiliated or controlled by TFO Wealth Partners, you should review that third-party’s privacy and security policies and other terms and conditions, as they may be different from our Privacy Policies and Notice. We do not guarantee and are not responsible for the privacy or security of these third-party websites, including the accuracy, completeness, or reliability of their information.
Children’s Privacy Online
We respect the privacy of children and encourage parents to supervise their children’s computer usage. Our Website is not directed or intended for individuals under the age of thirteen (13), and we request that these individuals do not provide personal information through the Website. We do not knowingly collect or retain information from children under the age of 13 without parental consent. Visit the Federal Trade Commission website for more information about the Children’s Online Privacy Protection Act (COPPA).
If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.
Your Choices About Certain Uses and Disclosures of Client Information
The Gramm Leach Bliley Act of 1999, as may be amended from time-to-time, requires that TFO Wealth Partners give you the option to prohibit disclosure of your Personal Information to non-affiliated third parties for marketing purposes, if TFO Wealth Partners were to make such disclosures. This is referred to as your “opt-out” right. If you want your Personal Information to be disclosed for marketing purposes, you must either give us instructions to do so, or send us a written consent signed by you directing us to make such disclosures.
If you have questions about this privacy notice or about the privacy of your customer information call our main number (419) 891-9999.
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