DISCLAIMER

The Family Office Association (Family Office Association) is an affinity group dedicated primarily to the interests of Single Family Offices.  Family Office Association is intended to provide members with educational information and a forum in which to exchange information of mutual interest.  Family Office Association does not participate in the offer, sale or distribution of any securities nor does it provide any investment advice.  Further, Family Office Association does not provide tax, legal or financial advice.

The Family Office Association web site is provided for informational purposes only and shall not be construed to be a recommendation to buy or sell securities or a recommendation to retain the services of any investment adviser or other professional adviser.  The identification or listing of products, services, links or other information on the Family Office Association web site or any linked web site does not constitute or imply any warranty, endorsement, guaranty, sponsorship, affiliation or recommendation by Family Office Association. Any investment decisions you may make on the basis of any information found on this web site is your sole responsibility.

The Family Office Association logo and all related product and service names, designs, and slogans are the trademarks or service marks of Family Office Association.  All other product and service marks on this site are the trademarks of their respective owners.  Materials hosted on the Family Office Association web site may be protected by United States and international laws regarding copyrights, trademarks and other intellectual property rights belonging to Family Office Association and other contributors. Materials hosted on the Family Office Association web site are for your internal business purposes only and you are not permitted to copy, modify, republish, transmit or distribute any of the material on the Family Office Association web site without Family Office Association’s prior written consent.  All of the intellectual property rights of Family Office Association or its contributors remain the property of Family Office Association or such contributor, as the case may be, and none of such rights are transferred to you as a result of such material appearing on the Family Office Association web site.

The information presented in and accessible through the Family Office Association website has been obtained by Family Office Association from sources it believes are reliable.  However, Family Office Association does not guarantee the accuracy or completeness of any such information.  Family Office Association may amend, change or delete information and links presented in or accessible through the Family Office Association web site at any time without notice.  All of such information has been prepared and provided solely for general informational purposes and is not intended as user specific advice.

News feeds, market quotes and other information accessible using links on the Family Office Association web site are provided by independent third parties and are not guaranteed to be accurate, complete, or timely. Neither Family Office Association nor any independent third party provider shall have any liability, contingent or otherwise, for the accuracy, completeness, timeliness or correct sequencing of the any such information, or for any decision made or action taken by you in reliance upon any such information. Linked web sites are independent of Family Office Association and Family Office Association does not endorse any such linked web site.

Family Office Association maintains the highest level of confidentiality with respect to its members’ personal information.  Personal information provided on membership applications, as well as any other personal information we may obtain from our members by other means, is only used internally to verify qualifications for membership, to communicate with members and to respond to member requests.  Family Office Association does not sell or rent its members’ personal information or use it for any other purpose.  The Family Office Association web site contains links to other sites and Family Office Association is not responsible for the privacy practices of such linked web site. Family Office Association encourages its users to be aware when they leave the Family Office Association web site and to read the privacy statements of any linked web site that may collect personally identifiable information.

Visitor Agreement

This Visitor Agreement is a binding legal agreement between you and Family Office Association (“Family Office Association”). Please read it carefully. By accessing this website (including by automated means), you accept its terms.

General Provisions

The Internet is an evolving medium. If we need to change the terms of this Visitor Agreement in the future, we will post the revised Visitor Agreement on our site and update the “Last Updated” date, above, to reflect the date of the changes. By continuing to use this website after we post such changes, you agree to the terms of this Visitor Agreement, as modified. If you have comments or questions about our site, please send them to us at angelo@familyofficeassociation.com.

We reserve the right to deny access to this website, or any service provided via this website, to anyone who violates this agreement or who, in our judgment, interferes with the ability of others to enjoy this website, or infringes the rights of others. We may change, restrict access to, suspend, or discontinue this website, or any portion of this website, at any time.

The website is provided to you on an “as is” and “as available” basis. We disclaim all responsibility for the availability, timeliness, security, or reliability of the website or any feature or software included in the website.

How You May Use This Content

The materials hosted on the Family Office Association website are made available only for your personal, noncommercial use. All content and other material on this website is the property of Family Office Association and/or its licensors and are protected by U.S. copyright laws, other copyright laws, and international conventions. Except as explicitly provided in this Visitor Agreement, you may not copy, distribute, display, reproduce, perform, create derivative works from, or otherwise exploit any of the content or other material on this site. You may display and occasionally print or store a single copy of an individual page of our website for your personal, noncommercial use provided that you keep intact all credits and copyright and other proprietary notices, but you may not otherwise reproduce, store or distribute copies of any content or other material found on this website, in any form (including electronic form), without prior written permission from the copyright owner. For information about requesting permission to reproduce or distribute materials from the website, please contact us at [ ].

You are free to establish a hypertext link to our website so long as the link does not state or imply that we sponsor, endorse, or are affiliated with you or your website. However, you may not, without our prior written permission, frame or inline link any of the content of our website, or incorporate into another website or other service any of the content or other material you find on our website.

Trademarks and Service Marks

We reserve all rights in all of our trademarks and service marks. You may not use any trademark or service mark appearing on this website without the prior written consent of the owner of the mark.

Notice of Copyright Infringement

If you are a copyright owner who believes your copyrighted material has been reproduced, posted or distributed on this website in a manner that constitutes copyright infringement, please inform our designated copyright agent by sending written notice by U.S. Mail to Family Office Association, 500 West Putnam Avenue, Suite 400, Greenwich, Connecticut 06830, or by email toangelo@familyofficeassociation.com. Please include the following information in your written notice: (1) a detailed description of the copyrighted work that is allegedly infringed; (2) a description of the location of the allegedly infringing material on this website; (3) your contact information, including your address, telephone number, and, if available, email address; (4) a statement by you indicating that you have a good-faith belief that the allegedly infringing use is not authorized by the copyright owner, its agent, or the law; (5) a statement by you, made under penalty of perjury, affirming that the information in your notice is accurate and that you are authorized to act on the copyright owner’s behalf; and (6) an electronic or physical signature of the copyright owner or someone authorized on the owner’s behalf to assert infringement of copyright and to submit the statement. Please note that the contact information provided in this paragraph is for suspected copyright infringement only. Contact information for other matters is provided elsewhere in this Visitor Agreement or on the website.

Disclaimers

General

Throughout our website, we may provide links and pointers to websites maintained by third parties. Our linking to such third-party sites does not imply that we endorse or sponsor such websites, or the information, products or services offered on or through the websites. Neither we nor any of our affiliates operate or control any information, products or services that third parties may provide on websites to which we link. Family Office Association does not represent, warrant, endorse or guarantee any advertised products or services on such websites, and the identification or listing of products, services, links or other information on any website to which we link does not constitute or imply any sponsorship, affiliation or recommendation by Family Office Association. You assume all responsibility and risk associated with the use of the Family Office Association website, any linked websites and the Internet generally.

THE INFORMATION OFFERED ON THIS WEBSITE IS PROVIDED “AS IS” AND WITHOUT WARRANTIES OF ANY KIND EITHER EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. WE DO NOT WARRANT THAT THE WEBSITE OR ANY OF ITS FUNCTIONS WILL BE UNINTERRUPTED OR ERROR-FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT ANY PART OF THIS SITE, OR THE SERVERS THAT MAKE THE WEBSITE AVAILABLE, ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.

WE DO NOT WARRANT OR MAKE ANY REPRESENTATIONS REGARDING USE OR THE RESULTS OF USE OF THIS WEBSITE OR MATERIALS ON THIS WEBSITE OR ANY INFORMATION OR CONTENT MADE AVAILABLE ON OR VIA THIS WEBSITE IN TERMS OF THEIR CORRECTNESS, ACCURACY, TIMELINESS, RELIABILITY OR OTHERWISE.

Your interactions with companies, organizations, advisors and/or individuals found on or through our website, including any purchases, transactions, or other dealings, and any terms, conditions, warranties or representations associated with such dealings, are solely between you and such companies, organizations, advisors and/or individuals. You agree that we will not be responsible or liable for any loss or damage of any sort incurred as the result of any such dealings. You also agree that, if there is a dispute between users of this website, or between a user and any third party, we are under no obligation to become involved, and you agree to release us and our affiliates from any claims, demands and damages of every kind or nature, known or unknown, suspected or unsuspected, disclosed or undisclosed, arising out of or in any way related to such dispute and/or our website.

If you are dissatisfied with the site, or any materials, products, or services on the site, or with any of the website’s terms and conditions, your sole and exclusive remedy is to discontinue using the website.

The content on this website, including opinions, data and other information, is provided by Family Office Association for your personal information only, and is not intended to be a recommendation or endorsement of any individual, company or product, nor is it intended to be used for trading or investment purposes or as an offer to sell or the solicitation of an offer to buy any securities, financial products or investment advisory services. Family Office Association is not an investment adviser or broker-dealer and does not provide investment advice or recommendations to buy or sell securities, to hire any investment advisor or to pursue any investment or trading strategy.

Some of the information contained on this website has been provided to Family Office Association by third parties. Family Office Association does not guarantee the accuracy of or endorse the views or opinions given by any third party content provider to this website. Family Office Association shall not be liable for any errors, inaccuracies or delays in such content, or for any actions taken in reliance thereon.

Family Office Association does not assume any responsibility or liability for information accessed via links to or from third party sites. The existence of such links should not be construed as an endorsement, approval or verification by Family Office Association of any content available on linked websites. Family Office Association provides these links as an accommodation to you and solely for information purposes. By providing access to other websites, Family Office Association is not recommending the purchase or sale of products or services provided by the sponsoring organization of any linked sites. Family Office Association does not review, monitor or supervise the content of any linked websites. If you choose to access a linked website, you do so at your own risk.

Family Office Association EXPRESSLY DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, AS TO THE ACCURACY OF ANY CONTENT PROVIDED, OR AS TO THE FITNESS OF THE INFORMATION FOR ANY PURPOSE.

The listing of any firm, as well as any related profile, report, presentation or other information on this website does not constitute a recommendation or endorsement by Family Office Association of any firm listed therein, nor does it constitute any form of investment, legal or tax advice. The information contained in any profile, report presentation or other information has been provided without independent verification by Family Office Association. Accordingly, Family Office Association makes no representation or warranty as to the accuracy or completeness of such information and assumes no liability for any inaccuracies or omissions therein.

Limitations of Liability

UNDER NO CIRCUMSTANCES, INCLUDING, BUT NOT LIMITED TO, NEGLIGENCE, WILL WE BE LIABLE FOR ANY DAMAGES ARISING OUT OF YOUR USE OF THIS WEBSITE OR ANY INFORMATION, OR CONTENT MADE AVAILABLE ON OR THROUGH THIS WEBSITE, INCLUDING DIRECT, INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, EXEMPLARY OR CONSEQUENTIAL DAMAGES, EVEN IF WE ARE ADVISED BEFOREHAND OF THE POSSIBILITY OF SUCH DAMAGES. BECAUSE SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN CATEGORIES OF DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU. IN SUCH STATES, OUR LIABILITY IS LIMITED TO THE FULLEST EXTENT PERMITTED BY STATE LAW.

Indemnification

You agree to indemnify and hold harmless us, our affiliates, and each of our and their respective directors, officers, managers, employees, shareholders, agents, representatives, licensors, successors and assigns from and against any and all losses, expenses, damages and costs, including reasonable attorneys’ fees, that arise out of your use of the site, violation of this Visitor Agreement by you or any other person using your account, or your violation of any rights of another. We reserve the right to control the defense of any claim for which we are entitled to indemnification under this section. In such event, you agree to provide us with such cooperation as is reasonably requested by us. We will make reasonable efforts to provide you with notice of any such claim, but our failure to provide such notice will not relieve you of these obligations.

Miscellaneous

This agreement constitutes the entire agreement between us and you with respect to the subject matter of this agreement and supersedes all previous and contemporaneous agreements, proposals and communications on this subject, whether written or oral. This agreement is personal to you, is not intended to benefit any third party, and does not create any third party beneficiaries. You may not assign this agreement to anyone.

This agreement will be governed by and construed in accordance with the laws of the State of Connecticut, without giving effect to any principles of conflicts of law. By using this website, you consent to the exclusive jurisdiction and venue of the state and federal courts in Fairfield County, Connecticut in all disputes arising out of or relating to this agreement or use of this website. You agree that regardless of any statute or law to the contrary, any claim or cause of action that you may have arising out of or related to use of the website or this Visitor Agreement must be filed by you within one year after such claim or cause of action arose or be forever barred.

This website is operated from a website in the State of Connecticut. Family Office Association makes no representations that materials on this website are appropriate or available for use in other locations. If you access this website from other locations, you are responsible for complying with local laws.

If any provision of this Visitor Agreement is found to be unlawful, void, or for any reason unenforceable, then that provision will be deemed restated, in accordance with applicable law, to reflect as nearly as possible the original intentions of the parties, and the remainder of this Visitor Agreement will remain in full force and effect.

The waiver or failure of Family Office Association to exercise any right provided for herein will not be deemed a waiver of any further right hereunder.

 

PRIVACY POLICY

FamilyOfficeAssociation.com IS OWNED AND OPERATED BY the Family Office Association. BY VISITING OUR WEBSITE YOU ARE CONSENTING TO OUR PRIVACY POLICY.

OVERVIEW

The Family Office Association is committed to protecting your privacy online. This Privacy Policy describes the personal information we collect through FamilyOfficeAssociation.com, our affiliated websites, and how we collect and use that information. The terms “we,” “us,” and “our” refers to the Family Office Association and all products and services powered by us. The terms “user,” “you,” and “your” refer to site visitors, customers, and any other users of the site. The term “personal information” is defined as information that you voluntarily provide to us that personally identifies you and/or your contact information, such as your name, phone number, and email address.

FamilyOfficeAssociation.com strives to provide members and website visitors with educational information as well as a forum in which to exchange information of mutual interest. FamilyOfficeAssociation does not participate in the offer, sale or distribution of any securities nor does it provide any investment advice. Further, FamilyOfficeAssociation does not provide tax, legal or financial advice.  FamilyOfficeAssociation facilitates conversations and connections and we are not responsible for the advice provided by members of the Resource Council, Advisory Board or other SFO members.

Use of our product, including all materials presented herein and all online services provided by the Family Office Association is subject to the following Privacy Policy. This Privacy Policy applies to all site visitors, customers, and all other users of the site. By using the Site or Service, you agree to this Privacy Policy, without modification, and acknowledge reading it.

INFORMATION WE COLLECT

This Site only collects the personal information you voluntarily provide to us, which may include:

Any of the information we collect from you may be used in one of the following ways:

To personalize your experience

(Your information helps us to better respond to your individual needs.)

To improve our product

(We continually strive to improve our product based on the information and feedback we receive from you.)

To improve our website

(We continually strive to improve our website offerings based on the information and feedback we receive from you.)

To improve customer service

(Your information helps us to more effectively respond to your customer service requests and support needs.)

To process transactions

(Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested.)

To send periodic emails

(The email address you provide for order processing may be used to send you information and updates pertaining to your order, in addition to receiving occasional company news, updates, related product or service information, etc.)

Note: If at any time you would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email. We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. We do share your information with trusted third parties who assist us in operating our website, conducting our business and servicing clients and visitors. These trusted third parties agree to keep this information confidential. Your personal information will never be shared with unrelated third parties.

ACTIVITY

We may record information relating to your use of the Site, such as the searches you undertake, the pages you view, your browser type, IP address, requested URL, referring URL, and timestamp information. We use this type of information to administer the Site, provide personalized experiences and offer the highest possible level of service to you. We also use this information in the aggregate to perform statistical analyses of user behavior and characteristics in order to measure interest in and use of the various areas of the Site.

COOKIES

We may send cookies to your computer in order to uniquely identify your browser and improve the quality of our service. The term “cookies” refers to small pieces of information that a website sends to your computer’s hard drive while you are viewing the Site. We may use both session cookies (which expire once you close your browser) and persistent cookies (which stay on your computer until you delete them). You have the ability to accept or decline cookies using your web browser settings. If you choose to disable cookies, some areas of the Site may not work properly or at all.

THIRD PARTY LINKS

The Site may contain links to third party websites. Except as otherwise discussed in this Privacy Policy, this document only addresses the use and disclosure of information we collect from you on our Site. Other sites accessible through our site via links or otherwise have their own policies in regard to privacy. We are not responsible for the privacy policies or practices of third parties.

SECURITY

We maintain security measures to protect your personal information from unauthorized access, misuse, or disclosure. However, no exchange of data over the Internet can be guaranteed as 100% secure. While we make every effort to protect your personal information shared with us through our Site, you acknowledge that the personal information you voluntarily share with us through this Site could be accessed or tampered with by a third party. You agree that we are not responsible for any intercepted information shared through our Site without our knowledge or permission. Additionally, you release us from any and all claims arising out of or related to the use of such intercepted information in any unauthorized manner.

CHILDREN

To access or use the Site, you must be 18 years old or older and have the requisite power and authority to enter into this Privacy Policy. Children under the age of 18 are prohibited from using the Site.

UPDATING YOUR INFORMATION

You may access and correct your personal information and privacy preferences by contacting us via email at support@FamilyOfficeAssociation.com.

CHANGES TO THIS POLICY

You acknowledge and agree that it is your responsibility to review this Site and this Policy periodically and to be aware of any modifications. We will notify you of any changes to this privacy policy by posting those changes on this page.

CONTACT

If you have questions about our privacy policy, please email us at support@FamilyOfficeAssociation.com.

Updated: March 27, 2016

 

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