Privacy Policy for Wealth Battle Family Office

Effective Date: 1/1/2025

We at Wealth Battle Family Office ("We," "Us," "Our") respect your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and protect your information when you engage with our services, including through Application-to-Person (A2P) messaging.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, and any other information you provide when you contact us or use our services. Transactional Information: Details about your interactions with our services, including scheduling calls, subscribing to services, or accessing our Virtual Family Office & Proactive Planning Platforms. Device and Technical Information: IP addresses, browser types, and other technical data when you interact with our website or messages. Communication Data: Content of messages exchanged with us via A2P messaging, including confirmations, inquiries, or service updates.

2. How We Use Information

We use your information to:

Provide and enhance our financial planning and advisory services. Communicate important updates, including scheduling confirmations, reminders, and service notifications via A2P messaging. Respond to inquiries and provide customer support. Analyze and improve our services and communication channels. Comply with legal and regulatory requirements.

3. How We Share Information

We do not sell, rent, or trade your personal information. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.

However, we may share your information with

Service Providers- Vendors who assist in delivering our services, including messaging platforms and IT support.

Legal Authorities- When required to comply with legal obligations or to protect our rights, privacy, safety, or property. Professional Advisors- With your consent, as necessary for financial, legal, or business advisory services.

For all other purposes, opt-in data and consent for text messaging will not be shared with any third parties.

4. Data Security

We implement industry-standard security measures to protect your information, including

Encryption of sensitive data during transmission over Hypertext Transfer Protocol Secure.

Regular monitoring and testing of security systems.

Limiting access to personal information to authorized personnel only.

5. Your Rights

You have the right to: Access and request a copy of the personal information we hold about you. Request correction or deletion of inaccurate or outdated information. Opt-out of receiving marketing communications, including A2P messages, by contacting us at [email protected]

If you are a California resident, the California Consumer Privacy Act (CCPA) provides you with specific rights regarding your personal information. These include:

Right to Know: You have the right to request information about the categories and specific pieces of personal information we have collected about you in the past 12 months, as well as the sources of that information, our purpose for collecting it, and any third parties with whom we share it.

Right to Delete: You can request that we delete any personal information we have collected about you, subject to certain legal exceptions (e.g., if the information is required to complete a transaction or comply with legal obligations).Right to Opt-Out: You have the right to opt-out of the sale of your personal information. Please note that we do not sell personal information.

Right to Non-Discrimination: You will not be discriminated against for exercising your CCPA rights. For example, we will not deny you services, charge different prices, or provide a different level of service based on your decision to exercise your privacy rights.

To exercise any of these rights, or for questions about your data, you can contact us at [email protected]

6. Retention of Information

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and resolve disputes.

7. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance user experience. You can manage cookie preferences through your browser settings.

8. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be communicated through updates to this page, and we encourage you to review the policy periodically.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at:

Wealth Battle Family Office

Email:

[email protected]