Protecting your private information is our priority. This Statement of Privacy applies to and Collective Family Office, LLC and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to Collective Family Office, LLC include and CFO. The CFO website is a Corporate site. By using the CFO website, you consent to the data practices described in this statement.

Collection of your Personal Information

In order to better provide you with products and services offered on the Site, CFO may collect personally identifiable information, such as your:

  • First and Last Name
  • Mailing Address
  • E-mail Address
  • Phone Number

We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services available on the Site. These may include: (a) registering for an account on our Site; (b) sending us an email message.  To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us.

Use of your Personal Information

CFO collects and uses your personal information to operate its website(s) and deliver the services you have requested.  CFO may also use your personally identifiable information to inform you of other products or services available from CFO and its affiliates.

Sharing Information with Third Parties

CFO does not sell, rent or lease its customer lists to third parties.

CFO may share data with trusted partners to help perform statistical analysis, send you email or postal mail, or provide customer support. All such third parties are prohibited from using your personal information except to provide these services to CFO, and they are required to maintain the confidentiality of your information.

CFO may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on CFO or the site; (b) protect and defend the rights or property of CFO; and/or (c) act under exigent circumstances to protect the personal safety of users of CFO, or the public.

Tracking User Behavior

CFO may keep track of the websites and pages our users visit within CFO, in order to determine what CFO services are the most popular. This data is used to deliver customized content and advertising within CFO to customers whose behavior indicates that they are interested in a particular subject area.

Automatically Collected Information

Information about your computer hardware and software may be automatically collected by CFO. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the CFO website.

Children Under Thirteen

CFO does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.

E-mail Communications

From time to time, CFO may contact you via email for the purpose of providing announcements, alerts, confirmations, surveys, and/or other general communication. In order to improve our Services, we may receive a notification when you open an email from CFO or click on a link therein.

If you would like to stop receiving communications via email from CFO, you may opt out of such communications by emailing

External Data Storage Sites

We may store your data on servers provided by third party hosting vendors with whom we have contracted.

Changes to this Statement

CFO reserves the right to change this Privacy Policy from time to time. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified in your account, by placing a prominent notice on our site, and/or by updating any privacy information on this page. Your continued use of the Site and/or Services available through this Site after such modifications will constitute your: (a) acknowledgment of the modified Privacy Policy; and (b) agreement to abide and be bound by that Policy.

Contact Information

CFO welcomes your questions or comments regarding this Statement of Privacy. If you believe that CFO has not adhered to this Statement, please contact CFO at:


Collective Family Office, LLC


Effective as of May 08, 2019