Private Family Banking™ (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us.
We may collect the following types of information:
Personal Information: Name, email address, phone number, mailing address, and other contact details you provide when filling out forms, subscribing to updates, or contacting us.
Financial Information: Limited financial details you voluntarily share with us in the course of financial planning discussions or consultations.
Technical Data: IP address, browser type, device information, pages visited, and usage patterns collected through cookies and analytics tools.
Other Information: Any details you choose to share with us through surveys, support inquiries, or consultation requests.
Your information is used to:
Provide financial education and advisory services.
Process your inquiries and respond to your requests.
Customize your experience on our website.
Send important updates, newsletters, or promotional content (only if you opt in).
Improve website functionality, security, and performance.
Comply with legal, regulatory, or contractual obligations.
We do not sell, rent, or trade your personal information. We may share your information only in the following cases:
With trusted service providers who perform services on our behalf (e.g., email platforms, website hosting).
If required by law, regulation, or legal process.
To protect the rights, property, or safety of our business, clients, or others.
Our website uses cookies and similar technologies to improve user experience, track analytics, and personalize content. You can control or disable cookies through your browser settings. Please note, some site features may not function properly without cookies.
We use industry-standard security measures (including encryption, firewalls, and secure servers) to protect your personal information. While we strive to safeguard your data, no method of online transmission or storage is 100% secure, and we cannot guarantee absolute protection.
Depending on your location, you may have the right to:
Access the personal information we hold about you.
Request corrections or updates to your personal data.
Request deletion of your personal data (subject to legal and business requirements).
Opt out of receiving marketing communications at any time.
To exercise these rights, please contact us using the details below.
Our website may include links to external websites. We are not responsible for the privacy practices or content of third-party sites. We encourage you to read their privacy policies.
Our services are not directed at individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have unintentionally collected such data, please contact us to request deletion.
We may update this Privacy Policy from time to time to reflect changes in our practices or for legal reasons. Updates will be posted on this page with a revised “Last Updated” date.
If you have any questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us:
Private Family Banking™
📍1234 East Camelback Rd, Suite 200 Phoenix, AZ 85016
📞 602-859-5858
📧 info@privatefamilybanking.com
