Privacy Policy

Introduction

Safe Harbor Private Client ("Safe Harbor," "we," "our," or "us") is committed to protecting the privacy and confidentiality of every individual and family we serve. This Privacy Policy describes how we collect, use, store, and safeguard personal information when you visit our website at www.safeharborprivateclient.com (the "Site") or engage our services.

By accessing this Site or engaging our services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with the practices described herein, please discontinue use of the Site and contact us with any questions.

Information We Collect

We may collect the following categories of personal information:

Contact Information: including your name, email address, phone number, and mailing address, provided when you submit an inquiry through our contact form or communicate with us directly.

Engagement Information: details related to the nature of your inquiry, family circumstances, and service needs, shared during consultations and the engagement process.

Website Usage Data: technical information collected automatically when you visit the Site, including your IP address, browser type, operating system, referring URLs, pages visited, and the date and time of your visit. This data is collected through standard web analytics tools and is used solely to improve the functionality and performance of the Site.

Communications: records of correspondence between you and Safe Harbor, including emails, phone call notes, and messages submitted through the Site.

How We Use Your Information

We use the personal information we collect for the following purposes:

To respond to your inquiries and communicate with you regarding our services.

To evaluate and prepare for potential client engagements, including initial consultations and assessments.

To deliver, manage, and improve the services we provide to retained clients.

To maintain internal records and fulfill our professional obligations.

To improve the functionality, content, and user experience of our Site.

To comply with applicable legal and regulatory requirements.

We do not use your personal information for marketing purposes, nor do we sell, rent, or trade your information to third parties for their promotional use.

Information Sharing and Disclosure

Discretion is foundational to our practice. We do not disclose client identities, situations, or engagement details without explicit authorization. We may share personal information only in the following limited circumstances:

With Your Consent: when you have provided explicit permission for us to share information with a specified third party, such as a professional advisor, attorney, or care provider involved in your situation.

Service Providers: we may engage trusted third-party service providers who assist us in operating our Site or conducting our business, subject to confidentiality obligations.

Legal Requirements: we may disclose information when required by law, regulation, court order, or governmental authority, or when we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others.

We do not sell, rent, lease, or otherwise commercially distribute your personal information to any third party.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, alteration, or disclosure. These measures include secure data storage, encrypted communications where applicable, and restricted access to personal information on a need-to-know basis.

While we strive to protect your personal information, no method of transmission over the Internet or method of electronic storage is completely secure. We cannot guarantee absolute security, but we are committed to maintaining industry-standard protections and promptly addressing any security concerns.

Cookies and Tracking Technologies

Our Site may use cookies and similar tracking technologies to enhance your browsing experience and collect usage data. Cookies are small text files stored on your device that help us understand how visitors interact with the Site.

We use analytics tools to monitor Site performance and visitor behavior in aggregate. These tools do not collect personally identifiable information unless you voluntarily provide it through our contact form.

You may configure your browser to refuse cookies or to alert you when cookies are being sent. Please note that disabling cookies may affect the functionality of certain features on the Site.

Third-Party Links

Our Site may contain links to third-party websites or services that are not operated or controlled by Safe Harbor. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Data Retention

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, to comply with our legal obligations, to resolve disputes, and to enforce our agreements. When personal information is no longer required, we will securely dispose of or anonymize it in accordance with our data retention practices.

Your Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to:

Access the personal information we hold about you.

Request correction of inaccurate or incomplete information.

Request deletion of your personal information, subject to applicable legal exceptions.

Withdraw consent for specific processing activities.

To exercise any of these rights, please contact us using the information provided below. We will respond to your request in a timely manner and in accordance with applicable law.

Children's Privacy

Our Site and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected information from a child under 18, we will take prompt steps to delete such information.

Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. Any changes will be posted on this page with an updated effective date. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information. Your continued use of the Site following the posting of changes constitutes your acceptance of those changes.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Safe Harbor Private Client Email: [email protected] Phone: 516-***-**** Website: www.safeharborprivateclient.com