Legal

Terms of Use

Please read these terms carefully before using the SCALE Family Office™ website or platform.

Effective Date: April 2026 · Last Updated: April 2026

1. Acceptance of Terms

By accessing or using the SCALE Family Office™ website (scalefamilyoffice.com) or any related services, you agree to be bound by these Terms of Use. If you do not agree, you should not access or use the site.

2. Description of Services

SCALE Family Office™ provides information about our AI-powered wealth intelligence platform and advisory services. The website is intended for informational purposes only and does not constitute investment advice, a solicitation, or an offer to sell securities or advisory services.

3. No Investment Advice

Nothing on this website constitutes investment, legal, tax, or financial advice. Any information provided is general in nature and should not be relied upon as a basis for investment decisions. You should consult with a qualified professional before making any financial decisions.

4. Intellectual Property

All content on this website — including text, design, graphics, logos, the SCALE Family Office™ name and brand, the SCALE Steward™ methodology, and all software — is the intellectual property of Scale Consulting Group, LLC and is protected by applicable copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, or create derivative works without our express written permission.

5. User Conduct

You agree not to:

  • Use the site for any unlawful purpose.
  • Attempt to gain unauthorized access to any systems or data.
  • Interfere with or disrupt the operation of the site.
  • Scrape, crawl, or use automated means to collect information from the site without permission.

6. Disclaimer of Warranties

The website and all content are provided “as is” and “as available” without warranties of any kind, either express or implied. We do not warrant that the site will be uninterrupted, error-free, or free of harmful components.

7. Limitation of Liability

To the fullest extent permitted by law, Scale Consulting Group, LLC and its affiliates shall not be liable for any indirect, incidental, consequential, or punitive damages arising from your use of or inability to use the website or services.

8. Governing Law

These terms are governed by and construed in accordance with the laws of the State of Georgia, without regard to conflict of law principles.

9. Changes to Terms

We reserve the right to update these terms at any time. Material changes will be noted by updating the effective date above. Continued use of the site after changes constitutes acceptance of the revised terms.

10. Contact

Questions about these terms may be directed to legal@scalefamilyoffice.com.

Scale Consulting Group, LLC d/b/a SCALE Family Office™ · Investment advisory services offered through CS Advisors, a registered investment advisor.