Privacy Policy
Your privacy is fundamental to the trust you place in us. This policy describes how SCALE Family Office™ handles your information.
Effective Date: April 2026 · Last Updated: April 2026
1. Information We Collect
When you interact with SCALE Family Office™ through our website, platform, or communications, we may collect:
- Contact Information: Name, email address, phone number, and firm name provided through inquiry forms.
- Firm Information: Firm type, approximate assets under management, and number of households — used solely to understand your practice.
- Usage Data: Pages visited, time on site, and referral source — collected through standard web analytics.
- Communications: Content of messages you send through our contact form or email.
2. How We Use Your Information
- To respond to your inquiries and schedule demonstrations.
- To understand the needs of prospective and current clients.
- To improve our website and platform experience.
- To comply with legal and regulatory obligations.
We do not sell, rent, or trade your personal information to third parties. We do not use your information for unsolicited marketing.
3. Data Protection
We implement industry-standard security measures including AES-256 encryption at rest, TLS encryption in transit, and access controls aligned with SOC 2 standards. Only authorized personnel with a legitimate business need have access to personal information.
4. Third-Party Services
Our website may use third-party analytics and hosting services (such as Vercel) that process data in accordance with their own privacy policies. We do not share personal client data with third-party advertisers or data brokers.
5. Data Retention
We retain your information only for as long as necessary to fulfill the purposes described in this policy, or as required by law. Inquiry form data is retained for up to 24 months unless an advisory relationship is established.
6. Your Rights
You have the right to:
- Request access to the personal information we hold about you.
- Request correction of inaccurate information.
- Request deletion of your information, subject to legal and regulatory retention requirements.
- Opt out of any future communications.
7. Contact
For privacy-related inquiries, contact us at privacy@scalefamilyoffice.com.
Scale Consulting Group, LLC d/b/a SCALE Family Office™ · Investment advisory services offered through CS Advisors, a registered investment advisor.