Effective Date:

05-20-2025

At Ad Valorem Advisors, we are committed to protecting your privacy and safeguarding the personal information you share with us. This Privacy Policy outlines how we collect, use, and protect your data when you interact with our website and services.

1. Information We Collect
   

We may collect the following types of information:

-Personal Information: Name, email address, phone number, mailing address, and other contact details you provide through forms or correspondence.

-Financial or Case Information: Information related to your tax status, trust formation, or credit situation as voluntarily shared by you during consultations.

-Usage Data: Browser type, IP address, pages visited, and other analytics collected automatically through cookies or tracking technologies.

2. How We Use Your Information
   

We use your information to:

-Provide and manage services you request
-Communicate with you about appointments, quotes, or follow-up needs

-Improve website functionality and customer experience

-Comply with legal obligations or industry regulations

3. Sharing Your Information
   

We do not sell or rent your personal information. We may share it with:

-Trusted affiliates or partners, when needed for service overflow or specialized support

-Service providers who help us operate our business (e.g., secure cloud storage or payment processors)

-Authorities, if required by law or legal process

4. Data Security
   

We implement industry-standard safeguards to protect your personal information. However, no method of electronic storage or transmission is 100% secure.

5. Your Rights and Choices

You may:

-Request a copy of your data

-Ask us to delete your information (subject to legal or contractual obligations)

-Opt out of marketing communications at any time

6. Cookies and Tracking
   

Our site may use cookies to improve user experience and analyze web traffic. You can manage your cookie preferences through your browser settings.

7. Third-Party Links

Our website may contain links to external websites. We are not responsible for their content or privacy practices.

8. Updates to this Policy
   

We may update this policy periodically. Changes will be posted on this page with a revised “Effective Date.”