Privacy Policy

Overview
We do not accept outside investors or provide services to the public. Protecting privacy and confidentiality is a core principle of our operations.

Information We Collect and Use
In the ordinary course of business, we may collect personal, financial, legal, and employment-related information. This information is used only for legitimate business purposes, including asset management, tax and estate planning, accounting, administration, and compliance. We do not sell personal information or use it for marketing purposes.

Information Sharing
Information is shared only as necessary with trusted professional advisors, service providers, and financial institutions, or when required by law. All sharing is limited and consistent with confidentiality expectations.

Data Security and Retention
We maintain reasonable safeguards to protect information and restrict access to those with a legitimate need to know. Information is retained only as long as necessary for business purposes and applicable legal requirements, and may be securely disposed of when no longer needed.

Updates
This policy may be updated from time to time.