Privacy Policy

# Privacy Policy

Effective Date: July 29, 2025

At Family Office Software ("FOS", "we", "us", or "our"), we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website familyoffice-software.com and use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

- Register for an account

- Subscribe to our newsletter

- Contact us through our contact forms

- Participate in surveys or feedback forms

- Use our comparison tools and services

This information may include:

- Name and contact information (email address, phone number)

- Company information and professional details

- User preferences and settings

- Communication history with our support team

Automatically Collected Information

When you visit our website, we automatically collect certain information about your device and usage patterns:

- IP address and geographic location

- Browser type and version

- Operating system

- Referring website

- Pages viewed and time spent on our site

- Click-through rates and user interactions

Cookies and Tracking Technologies

We use cookies, web beacons, and similar tracking technologies to enhance your experience on our website. These technologies help us:

- Remember your preferences and settings

- Analyze website traffic and user behavior

- Provide personalized content and recommendations

- Measure the effectiveness of our marketing campaigns

How We Use Your Information

We use the collected information for the following purposes:

- Service Provision: To provide, maintain, and improve our website and services

- Communication: To respond to your inquiries, send newsletters, and provide customer support

- Personalization: To customize your experience and provide relevant content

- Analytics: To analyze usage patterns and improve our website functionality

- Legal Compliance: To comply with legal obligations and protect our rights

- Marketing: To send promotional materials and inform you about new features (with your consent)

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. However, we may share your information in the following circumstances:

Service Providers

We may share information with trusted third-party service providers who assist us in:

- Website hosting and maintenance

- Email marketing and communication

- Analytics and performance monitoring

- Payment processing (if applicable)

- Customer support services

Legal Requirements

We may disclose your information if required by law or in response to:

- Valid legal processes (subpoenas, court orders)

- Government requests or investigations

- Protection of our rights, property, or safety

- Prevention of fraud or illegal activities

Business Transfers

In the event of a merger, acquisition, or sale of our business, your information may be transferred as part of the transaction. We will notify you of any such change in ownership or control.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

- Encryption of data in transit and at rest

- Regular security assessments and updates

- Access controls and authentication mechanisms

- Employee training on data protection

- Secure hosting infrastructure

However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Your Rights and Choices

Access and Control

You have the right to:

- Access your personal information we hold

- Update or correct inaccurate information

- Delete your account and associated data

- Opt-out of marketing communications

- Request data portability

Cookie Management

You can control cookie settings through your browser preferences. However, disabling cookies may affect the functionality of our website.

Communication Preferences

You can unsubscribe from our marketing emails at any time by clicking the unsubscribe link or contacting us directly.

Data Retention

We retain your personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law. When we no longer need your information, we will securely delete or anonymize it.

International Data Transfers

If you are located outside the United States, please note that we may transfer your information to and process it in the United States, where our servers and central database are located. By using our services, you consent to such transfers.

Children's Privacy

Our services are not intended for individuals under the age of 16. We do not knowingly collect personal information from children under 16. If we become aware that we have collected such information, we will take steps to delete it promptly.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by posting the updated policy on our website and updating the effective date.

Contact Us

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

Family Office Software

Email: privacy@familyoffice-software.com

Website: https://familyoffice-software.com/contact

We are committed to addressing your privacy concerns and will respond to your inquiries within a reasonable timeframe.