Privacy Policy

Privacy Policy Introduction 

This Privacy Policy explains how the Family Office collects, uses, stores, and protects personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

The Family Office is committed to safeguarding privacy and handling personal data responsibly and with discretion.

Data Controller

For the purposes of data protection legislation, the Family Office is the data controller in respect of personal data processed in connection with this website and its activities.Enquiries regarding this Privacy Policy may be directed using the contact details provided on this website. 

Personal Data We Collect 

We may collect and process limited personal data, including:

• names and professional contact details;
• correspondence and communications sent to or from the Family Office;
• information provided voluntarily through enquiries or professional interactions; and
• technical information such as IP address and browser data collected through standard  website functionality.

We do not collect personal data for marketing purposes and do not operate publicly accessible user accounts or subscription services. 

How We Use Personal Data

Personal data is processed only where necessary and for the following purposes:

• responding to legitimate enquiries;
• maintaining professional and adviser relationships;
• complying with legal or regulatory obligations;
• ensuring the security and proper operation of this website.

Processing is carried out on the basis of legitimate interests, legal obligations, or consent, where applicable. 

Data Sharing

Personal data is treated as confidential and is not sold or shared with third parties except:

• where required by law or regulatory obligation;
• with professional advisers (such as legal, tax, or IT advisers) acting under confidentiality obligations; or
• where necessary for the secure operation of the website.

Appropriate safeguards are applied to any third‑party processing. 

Data Retention

Personal data is retained only for as long as necessary to fulfil the purposes for which it was collected, or as required by applicable law.Retention periods are reviewed periodically and data is securely deleted when no longer required. 

Data Security

The Family Office implements appropriate technical and organisational measures to protect personal data against unauthorised access, loss, misuse, or disclosure.Access to personal data is restricted to those with a legitimate business need to know. 

International Transfers

Where personal data is transferred outside the United Kingdom, such transfers are made only where appropriate safeguards are in place in accordance with UK data protection laws. Your RightsUnder UK data protection law, individuals have the right to:

• request access to their personal data;
• request correction of inaccurate or incomplete data;
• request erasure of personal data, where appropriate;
• object to or restrict certain processing; and
• lodge a complaint with the Information Commissioner’s Office (ICO).

Requests relating to these rights may be submitted using the contact details provided on this website. 

Cookies

This website uses only strictly necessary cookies required for basic functionality and security. No tracking, analytics, or marketing cookies are used. 

Updates to This Policy

This Privacy Policy may be updated from time to time to reflect changes in legal or regulatory requirements or the Family Office’s practices. The most current version will always be available on this website.