Disclosure
Scope, boundaries, and what is not promised.
Last updated: August 12, 2026
Nature of services
Structural Strategist provides educational and operational consulting regarding private trust structure, ownership organization, recordkeeping, and implementation sequence. Private Trust Strategist is not a law firm, accounting firm, tax practice, financial advisory firm, or broker-dealer, and does not provide legal, tax, accounting, financial, or investment advice.
Client responsibility
Clients are responsible for obtaining independent review before executing documents, transferring assets, or making decisions with legal or tax consequences. Private Trust Strategist may coordinate with appropriate advisors but does not substitute for independent advice.
Educational content
Website content and general reference materials are educational and are not individualized advice. Guidance provided during a paid engagement may be tailored to the facts a client supplies, but it remains educational and operational consulting and is not a substitute for individual legal, tax, accounting, financial, or investment advice.
Trust and property matters
Trust, ownership, and property matters are governed by applicable law, recording requirements, lender and institutional policy, and the decisions of third parties. Private Trust Strategist does not guarantee title outcomes, recording acceptance, lender approval, or institutional acceptance of any structure or document.
Confidentiality and sensitive information
Client engagements are treated as private. Clients should not transmit Social Security numbers, account numbers, tax records, identity documents, or other sensitive information through public forms, public booking pages, or unsecured email. Sensitive material is exchanged only through channels agreed during an active engagement.
Client Vault and electronic platforms
The Client Vault is hosted on a third-party platform and houses the working and reference copies used during an engagement. Platform availability and access remain subject to the provider and the applicable engagement terms. Clients remain responsible for preserving original documents, final records, and personal backup copies.
Privacy and data use
Information submitted through this website is used to respond to inquiries, deliver requested materials, and administer engagements. Email subscribers may unsubscribe at any time using the link in any email. Information is not sold.
Testimonials and results
Any testimonial, quotation, or example reflects one person's experience and is not a promise of a similar result. Individual outcomes vary based on participation, circumstances, and third-party decisions.
Fees and booking terms
Fees and available payment arrangements are stated on the relevant offer and checkout pages. Working Session cancellation and credit terms are stated on its offer page. Core and Complete are governed by their written engagement terms, which control if they conflict with general website language.
External resources
Links or references to third-party resources are provided for convenience. Private Trust Strategist does not control and is not responsible for third-party content, services, or policies.
Intellectual property
All materials, frameworks, documents, and website content are the intellectual property of Private Trust Strategist and are provided for the client's own use. They may not be resold, republished, or distributed without written permission.
Website use
Use of this website does not create a client relationship. A client relationship begins only upon purchase of an engagement and agreement to its terms.
Questions
Questions about this disclosure may be submitted through the contact form on this website.
Acknowledgment
By using this website or purchasing an engagement, you acknowledge that you have read and understood this disclosure, that services are educational and operational in nature, and that you remain responsible for your own decisions and implementation actions.
