How information is handled.

Private Trust Strategist collects information, including names, contact details, purchase history, scheduling choices, correspondence, and data shared during an engagement. Website and service providers may also collect standard technical data, such as device types, browser types, cookies, and usage patterns.

This information is used exclusively to process transactions, deliver services, manage scheduling, maintain communication with the sender, keep internal records, secure software systems, and improve the overall experience.

Data may be shared with trusted service providers that support payment processing, scheduling, email communications, document storage, website operations, and other essential operations. Information may also be shared at the express direction of the sender, or when necessary to protect safety, defend legal rights, or comply with regulatory obligations. Personal data is never sold.

Third-party services operate under their own independent privacy practices. Correspondents are encouraged to avoid sending highly sensitive data through public forms or unsecured email.

 

Information is retained only as long as necessary to fulfill the operational purposes outlined above. While standard electronic safeguards are maintained, no digital system can guarantee absolute security.

Opting out of marketing emails is available at any time. Questions or requests regarding submitted data may be forwarded through the website contact form.