Information We Collect
TFO Wealth Partners collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information TFO Wealth Partners collects may include:
- Information TFO Wealth Partners receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
- Information you provide TFO Wealth Partners directly about your personal finances or personal circumstances or which TFO Wealth Partners may receive from brokerage statements or other information you authorize TFO Wealth Partners to receive.
Information Disclosed In Administering Products and Services
TFO Wealth Partners will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law or with consent. Because we rely on certain third parties for services that enable us to provide our advisory services to you, such as our attorneys, auditors, other consultants, brokers, and custodians who, in the ordinary course of providing their services to, may require access to information, may share non-public personal information with such third parties. TFO Wealth Partners does not sell any personal information about you to any third party.
Information we may share may include your name, address, social security number, assets, income, investment holdings and other financial information.
Procedures to Protect Confidentiality and Security of Your Personal Information
TFO Wealth Partners has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, TFO Wealth Partners maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.
Information We Disclose to Affiliated Third Parties
TFO Wealth Partners may share client non-public personal information with Family Office Partners our affiliated investment adviser; TFO Marketing Partners, LLC, an affiliated marketing company, and RightTrak LLC, a company that offers financial education services; and TFO Trust Company, LLC an affiliated trust company.
If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.
If you have questions about this privacy notice or about the privacy of your customer information call our main number (419) 891-9999 and ask to speak to the Chief Compliance Officer.