Terms of Service
Effective Date: March 1, 2026
Acceptance of Terms
Welcome to the website of Safe Harbor Private Client ("Safe Harbor," "we," "our," or "us"). By accessing or using our website at www.safeharborprivateclient.com (the "Site"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, please do not use the Site.
These Terms apply to all visitors, users, and others who access the Site. We reserve the right to update or modify these Terms at any time without prior notice. Your continued use of the Site following any changes constitutes acceptance of the revised Terms.
Description of Services
Safe Harbor Private Client is an operational leadership and private client services firm specializing in late-life transitions, crisis response, property and asset oversight, and family coordination. The information presented on this Site is intended to provide a general overview of our services and is for informational purposes only.
Nothing on this Site constitutes a binding offer, contract, or guarantee of services. All engagements are subject to a formal consultation, assessment, and mutual agreement between Safe Harbor and the prospective client.
No Professional Advice
The content on this Site is provided for general informational purposes and does not constitute legal, financial, medical, or other professional advice. Safe Harbor Private Client is not a law firm, financial advisory firm, medical provider, or licensed care agency.
We strongly recommend that you consult with qualified professionals, including attorneys, financial advisors, physicians, and licensed care providers, regarding your specific circumstances. Any reliance you place on the information provided through this Site is strictly at your own risk.
Use of the Site
You agree to use the Site only for lawful purposes and in a manner that does not infringe upon the rights of, restrict, or inhibit anyone else's use and enjoyment of the Site. Prohibited conduct includes, but is not limited to:
Using the Site in any way that violates applicable local, state, national, or international law or regulation.
Attempting to gain unauthorized access to any portion of the Site, other accounts, computer systems, or networks connected to the Site.
Transmitting any material that is defamatory, offensive, or otherwise objectionable.
Introducing viruses, trojans, worms, or other malicious or technologically harmful material.
Using automated systems, including bots, scrapers, or spiders, to access the Site without our express written permission.
Intellectual Property
All content on this Site, including but not limited to text, graphics, logos, images, photographs, design elements, page layout, and software, is the property of Safe Harbor Private Client or its content suppliers and is protected by United States and international copyright, trademark, and other intellectual property laws.
The Safe Harbor Private Client name, logo, and all related names, logos, product and service names, designs, and slogans are trademarks of Safe Harbor Private Client. You may not use such marks without our prior written permission.
You may view, download, and print pages from the Site for your own personal, non-commercial use, provided that you do not modify the content and that you retain all copyright and proprietary notices.
Contact Form and Communications
When you submit information through our contact form or otherwise communicate with us through the Site, you acknowledge that:
The information you provide is accurate and complete to the best of your knowledge.
Your submission does not create a client relationship or engagement agreement with Safe Harbor.
We will use the information you provide solely for the purpose of responding to your inquiry and evaluating a potential engagement, in accordance with our Privacy Policy.
We make reasonable efforts to respond to inquiries in a timely manner, but we do not guarantee a specific response time.
Limitation of Liability
To the fullest extent permitted by applicable law, Safe Harbor Private Client, its officers, directors, employees, agents, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, use, goodwill, or other intangible losses, arising out of or in connection with:
Your access to or use of (or inability to access or use) the Site.
Any conduct or content of any third party on or related to the Site.
Any content obtained from the Site.
Unauthorized access, use, or alteration of your transmissions or content.
This limitation applies whether the alleged liability is based on warranty, contract, tort, negligence, strict liability, or any other legal theory, even if Safe Harbor has been advised of the possibility of such damages.
Disclaimer of Warranties
The Site and all content, materials, information, and services provided on the Site are provided on an "as is" and "as available" basis without warranties of any kind, either express or implied.
Safe Harbor Private Client disclaims all warranties, express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement.
We do not warrant that the Site will be uninterrupted, timely, secure, or error-free, that defects will be corrected, or that the Site or the server that makes it available are free of viruses or other harmful components.
Indemnification
You agree to indemnify, defend, and hold harmless Safe Harbor Private Client, its officers, directors, employees, agents, and affiliates from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or in any way connected with your access to or use of the Site, your violation of these Terms, or your violation of any rights of another party.
Third-Party Links
The Site may contain links to third-party websites or services that are not owned or controlled by Safe Harbor Private Client. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites or services.
You acknowledge and agree that Safe Harbor shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any content, goods, or services available on or through any third-party websites or services.
Governing Law and Jurisdiction
These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions. You agree to submit to the personal and exclusive jurisdiction of the courts located in the State of New York for the resolution of any disputes arising out of or relating to these Terms or your use of the Site.
Severability
If any provision of these Terms is held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, such provision shall be modified to the minimum extent necessary to make it valid and enforceable, or if modification is not possible, shall be severed from these Terms. The remaining provisions shall continue in full force and effect.
Entire Agreement
These Terms, together with our Privacy Policy, constitute the entire agreement between you and Safe Harbor Private Client regarding your use of the Site and supersede all prior and contemporaneous understandings, agreements, representations, and warranties, both written and oral, regarding the Site.
Contact Us
If you have any questions about these Terms of Service, please contact us:
Safe Harbor Private Client Email: [email protected] Phone: 516-***-**** Website: www.safeharborprivateclient.com
