Legal
Privacy notice
What we collect, why, and how it is protected.
This website
This site sets no tracking cookies and uses no third-party analytics. When you send a message through the contact form, we keep what you send so we can reply, and we keep a copy as a business record.
Client information
Family Office 2.0 collects nonpublic personal information about clients from account applications and agreements, transactions and communications. We do not disclose it to anyone except as permitted or required by law, and to service providers and affiliates who need it to serve the family and who are bound to keep it confidential.
How it is protected
We restrict access to the people who need it to provide services, and we maintain physical, electronic and procedural safeguards that meet or exceed regulatory standards.
Questions
Write to kartik@familyoffice2.com or call 206-973-7400.