Who We Are and What This Policy Covers
Family Office Prospects provides business data, professional contact information, audience research and market intelligence services focused on Family Offices and related professional markets.
This Privacy Policy applies to information we process through familyofficeprospects.com, information you provide when communicating with us, customer and prospective-customer information, and professional or business information that may form part of our research and data services.
When we use the words “Family Office Prospects,” “we,” “us” or “our,” we mean the business operating this website and providing the services described above.
Jackson, MS 39202, USA
This policy is intended to provide a practical explanation of our privacy practices. The rights and obligations that apply in a particular situation may vary depending on where you live, the nature of the information and the law that applies.
Information We Collect
The information we process depends on how you interact with us. We do not need the same information from everyone, and we try to keep the information we use relevant to the purpose for which it is processed.
Information You Give Us Directly
When you complete a website form, request a sample, ask for database counts, contact our team, place an order or otherwise communicate with us, you may provide information such as:
- Your first and last name
- Business or professional email address
- Telephone number
- Company or organization name
- Job title or professional role
- Billing or business address
- Your target audience or project requirements
- Messages, questions and correspondence
- Order, invoice or transaction-related information
Website and Technical Information
When you use our website, certain technical information may be created or received automatically as part of operating, protecting and understanding the website. This may include:
- IP address
- Browser and device information
- Operating system
- Date and time of access
- Pages or website features used
- Referring or destination webpage
- Form-submission and security information
- Cookie or similar technology information where used
Professional and Business Information
As part of our business data and research services, we may process information relating to professionals and organizations. Depending on availability and the purpose of the relevant dataset, this information may include:
- Name
- Job title
- Seniority or professional function
- Employer or organization
- Business email address
- Business telephone information
- Company website
- Professional profile information
- City, state, region or country
- Family Office or organization type
- Industry information
- Relevant organization or firmographic data
Family Office Prospects is a business-to-business service. Our research and data products are designed around professional roles, organizations and business contact information rather than information about an individual's private life.
Where Professional Information May Come From
Not all professional information we process is provided to us directly by the person it relates to. Business information may be researched, received, compared or verified through a combination of sources.
Depending on the relevant record or project, these sources may include:
Publicly accessible professional and organizational information.
Corporate websites, leadership pages and publicly available organization information.
Business directories, professional profiles and other professional information sources.
Licensed, authorized or commercially available business information providers where used.
Trade publications, organization announcements and other relevant business sources.
Internal research, comparison and record verification processes.
The exact source available for a particular record can vary. If you believe we hold professional information about you and want to ask about its source, correction, suppression or deletion, please use our Data Request page .
How and Why We Use Information
We use information for legitimate and defined business purposes. The specific purpose depends on how the information was obtained and how you interact with us.
Responding to enquiries. To answer questions, provide requested information and communicate about our services.
Preparing samples and audience counts. To understand requested targeting criteria and prepare relevant information.
Providing products and services. To prepare, license, deliver and support business data or research services.
Business-data research. To research, classify, organize, verify, update and maintain professional information.
Customer administration. To manage orders, invoices, transactions, customer relationships and support.
Website operations and security. To operate our website, detect misuse, prevent spam and protect our systems.
Business communications. To communicate about relevant services, respond to prior interactions and conduct appropriate B2B outreach.
Compliance and legal purposes. To handle privacy requests, maintain records, address disputes and meet applicable obligations.
Lawful Bases Where GDPR-Style Laws Apply
Where the European Union GDPR, UK GDPR or another law requiring a lawful basis applies, the basis we rely on depends on the processing activity. It may include:
- Contract: where processing is necessary to provide a service you requested or take steps before entering into a contract.
- Legitimate interests: where processing is reasonably necessary for legitimate business activities such as B2B research, maintaining professional business information, fraud prevention, website security or relevant business communications, after considering the interests and rights of the individuals involved.
- Consent: where we ask for and rely on your consent for a particular activity.
- Legal obligation: where processing is necessary to comply with an applicable legal requirement.
You can send us an objection or suppression request through our Data Request page. We will consider the request in accordance with the law that applies to the processing.
Submit an Objection or Data Request →How Information May Be Shared
We do not use the phrase “we never share information” because operating a business and providing data services can require information to be disclosed in specific circumstances. Instead, we want to explain those circumstances clearly.
Service Providers
Information may be made available to companies that help us operate our business, such as website hosting, infrastructure, email, communications, security, payment, accounting or other service providers.
Customers of Our Business Data Services
Where a customer licenses a Family Office or other professional business dataset from us, relevant professional and business contact information included in that dataset may be provided to that customer for the customer's permitted business purposes.
Depending on the privacy law that applies, providing professional information to a customer in exchange for monetary or other valuable consideration may be characterized as a “sale” of personal information under that law, even though the activity occurs in a business-to-business context.
Professional Advisers and Legal Requirements
Information may also be disclosed to professional advisers, auditors or authorities when reasonably necessary to obtain advice, enforce agreements, establish or defend legal claims, investigate fraud or security concerns, or comply with applicable law, regulation, court order or lawful process.
Business Changes
If our business is involved in a merger, acquisition, financing, restructuring, sale of assets or similar transaction, information may be reviewed or transferred as part of that transaction, subject to appropriate confidentiality and applicable legal requirements.
Cookies and Website Technologies
Like most modern websites, our Site may use cookies, server logs and similar technologies to operate correctly, maintain security, remember preferences and understand how the website is being used.
You can generally control cookies through your browser settings. Blocking certain necessary technologies may affect how some parts of the website function.
If we introduce technologies that require additional consent or an opt-out mechanism under applicable law, we will provide the relevant choices where required.
Data Retention and Security
How Long We Keep Information
We keep information for as long as reasonably necessary for the purpose for which it was collected or processed, taking into account the nature of the information, our business requirements, contractual obligations, data quality, disputes, legal requirements and valid privacy requests.
Different categories of information may therefore have different retention periods. For example, business correspondence or transaction records may need to be retained for different periods than website security information or professional database records.
We may also retain a limited suppression record after an opt-out or deletion request where appropriate so that we can remember the request and avoid unintentionally reintroducing the same record into future processing.
How We Protect Information
We use reasonable administrative, organizational and technical measures designed to protect information against unauthorized access, loss, misuse, alteration or inappropriate disclosure.
No website, network, transmission method or storage system can be guaranteed to be completely secure. Accordingly, we cannot promise absolute security, but we take reasonable steps appropriate to the nature of the information and our services.
Your Privacy Rights
Privacy rights differ by country, state and situation. Depending on where you live and which law applies, you may have some or all of the rights described below.
Ask whether we process information about you and request access to eligible information.
Ask us to correct professional or personal information you believe is inaccurate.
Ask us to delete eligible information, subject to applicable exceptions.
Request that certain processing be restricted where the applicable law provides that right.
Object to certain processing, including processing based on legitimate interests where that right applies.
Request portable information in circumstances where applicable law provides that right.
Withdraw consent where consent is the basis on which we are processing information.
Ask us not to use or provide eligible professional information for specified purposes.
How to Exercise a Privacy Right
The easiest way to send us a privacy request is through our dedicated Data Request page. You may also contact us by email.
We may need enough information to identify the relevant record, understand the request and, where appropriate, verify the identity or authority of the person making the request. Information collected for verification will be used for handling the request and related compliance purposes.
We may decline or limit a request where permitted by applicable law, for example where we cannot reasonably verify the relevant identity or record, an exception applies, or information must be retained for a lawful purpose.
Complaints
If you have a privacy concern, we encourage you to contact us first so we can review it. Where applicable, you may also have the right to complain to a privacy or data protection authority in the country or region where you live or work.
U.S. State Privacy Rights
A number of U.S. states provide eligible residents with privacy rights. If a state privacy law applies to Family Office Prospects, the relevant processing and your request, we will handle applicable rights in accordance with that law.
California Privacy Information
California law may provide eligible residents with rights concerning personal information, including rights to know, access, correct or delete certain information and to opt out of certain sales or sharing, subject to the scope of the law and applicable exceptions.
Our business model may involve licensing professional and business contact information to customers. If a disclosure is considered a “sale” or “sharing” under an applicable U.S. state privacy law, an eligible individual may submit an opt-out request where the law provides that right.
Do Not Sell or Share My Personal Information
If you would like to request that eligible information associated with you not be sold or shared where applicable law provides that right, submit a request below.
Submit an Opt-Out RequestNo Discrimination for Exercising Applicable Rights
Where applicable law prohibits discrimination for exercising a privacy right, we will not unlawfully discriminate against you because you submitted an eligible privacy request.
Authorized Agents
Where applicable law permits an authorized agent to submit a request on your behalf, we may request information reasonably necessary to confirm the agent's authority and, where appropriate, verify the request.
International Processing and Other Important Information
International Data Processing
Family Office Prospects is based in the United States, and our website and services may involve customers, professionals, suppliers or service providers in other countries. Information may therefore be processed in the United States or other locations where relevant service providers or business operations are located.
Where applicable law requires safeguards for an international transfer of personal information, we will take steps designed to use an appropriate lawful transfer mechanism or otherwise address the applicable transfer requirements.
Children's Privacy
Our website and services are intended for businesses and professionals and are not directed to children. If we learn that information relating to a child has been processed in circumstances requiring deletion, consent or another action under applicable law, we will take appropriate steps.
Third-Party Websites
Our website may contain links to websites operated by other organizations. Their privacy practices are controlled by them, not by Family Office Prospects. We encourage you to review the privacy information of any third-party website you choose to visit.
Changes to This Privacy Policy
Privacy practices, technologies and legal requirements can change over time. We may update this Privacy Policy to reflect changes to our services, data practices or applicable requirements.
When we make an update, we will revise the “Last Updated” date shown at the top of this page. If a change requires additional notice or consent under applicable law, we will provide that notice or choice as required.
We encourage visitors and customers to review this page periodically if they want to stay informed about our current privacy practices.
Contact Us About Privacy
If you have a question about this Privacy Policy, believe information about you is inaccurate, want to understand what information we may hold, or want to exercise an applicable privacy right, please contact us.
901 N State St, STE R
Jackson, MS 39202, USA