Terms of Service
Terms of Service for Wealth Battle Family Office
Effective Date: 1/1/2025
1. Acceptance of Terms
By accessing or using the services of Wealth Battle Family Office ("the Company"), you agree to comply with and be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, you must not access or use our services.
2. Services Provided
Wealth Battle Family Office provides consulting services to business owners and privately held companies. Services include business planning, tax planning, consulting, and access to other professional advisors through a virtual family office and proactive planning platform and expansive network of subject matter experts and professionals. Specific services include Risk Mitigation, Wealth Management, Legal Services, Business Advisory, and Tax Planning. Specific terms and conditions may apply to certain services, which will be communicated separately.
3. Eligibility
You must be at least 18 years old and capable of entering into a binding contract to use our services. By using our services, you represent and warrant that you meet these requirements.
4. Client Responsibilities
Clients shall provide accurate and complete information as required for service delivery.
Promptly notify the Company of any changes to their financial circumstances or objectives.
Abide by all applicable laws and regulations while using our services.
Each service will have specific thresholds where it makes sense to engage and can be determined in a proactive planning call.
5. Fees and Payment
Fees for services will be discussed in the proactive planning call based on each client's unique requirements.
Payments are due as per the schedule provided in the agreement.
Late payments may incur penalties as outlined in the agreement.
6. Confidentiality and Privacy
We take the confidentiality of your information seriously. Please review our Privacy Policy at WealthBattleFamilyOffice.com/Privacy for details on how your information is collected, used, and protected. Clients will provide explicit consent for sharing their personal information with subject matter experts in the five areas of competency listed above.
7. Intellectual Property
All content provided by the Company, including but not limited to reports, analyses, and recommendations, is the intellectual property of Wealth Battle Family Office. Clients may not reproduce, distribute, or exploit this content without prior written consent.
8. Limitation of Liability
The Company’s liability is capped at a client’s investment in the firm. The Company will not be liable for any indirect, incidental, special, or consequential damages arising from the use of our services.
9. Termination
Either party may terminate the engagement by providing written notice as per the terms of the agreement. Upon termination, the Client must settle any outstanding fees.
10. Dispute Resolution
In the event of a dispute, parties agree to first attempt resolution through informal negotiation. If the dispute cannot be resolved, it shall be submitted to mediation or arbitration in accordance with the laws of Newcastle County, Delaware.
11. Governing Law
These Terms are governed by and construed in accordance with the laws of Newcastle County, Delaware.
12. Amendments
The Company reserves the right to update these Terms at any time. Changes will be effective upon posting the updated Terms on our website. Continued use of our services constitutes acceptance of the revised Terms.
13. Contact Information
For questions or concerns regarding these Terms, please contact us at:
Wealth Battle Family Office
7209 Lancaster Pike Suite 4-322
Hockessin, DE 19707
By using the services of Wealth Battle Family Office,
you acknowledge that you have read, understood, and agreed to these Terms of Service.