DATA PRIVACY • TRANSPARENCY • RESPONSIBLE USE

Data Compliance &
Responsible Business Data Use

Family Office Prospects provides professional and business information for legitimate B2B purposes. Our approach is designed around relevance, transparency, responsible data handling and respect for applicable privacy rights.

This page explains how we approach professional data research, sourcing, verification, customer use, privacy requests, suppression and responsible business outreach.

✓ Professional Data Focus ✓ Transparent Research Approach ✓ Privacy Request Process ✓ Responsible B2B Use
FAMILY OFFICE PROSPECTS

Professional Data.
Responsible Use.

Compliance is not a one-size-fits-all concept. Requirements can vary by jurisdiction, recipient type, communication channel and the way information is used.

01 Research
02 Review
03 Respect
01

Our Approach to Professional Business Data

Family Office Prospects operates as a business-to-business data and research service. Our work is focused on professional roles, organizations and business contact information rather than information about an individual's private life.

We aim to keep the information we work with relevant to a defined professional or organizational purpose and to provide clear processes for people who want to ask about, correct or suppress information associated with them.

01 Professional Relevance

Research is centered on professional roles, business organizations and B2B targeting requirements.

02 Defined Purpose

Data selection should relate to a defined business, research or professional objective.

03 Data Minimization

We aim to work with fields that are relevant to the professional use case rather than unnecessary personal information.

04 Source Review

Professional information may be compared against relevant business and research sources where available.

05 Quality Review

Records may be reviewed for targeting relevance, duplication, consistency and available contact information.

06 Transparency

We provide information about our practices through our Privacy Policy and Data Compliance resources.

07 Privacy Requests

Individuals can contact us about access, correction, suppression or other applicable privacy requests.

08 Responsible Customer Use

Customers are expected to use delivered information for legitimate and appropriate business purposes.

Compliance depends on context.

No database can be described as automatically suitable for every communication method or every jurisdiction. Customers must consider the rules applicable to their own organization, campaign, recipient type, location and communication channel.

02

Types of Information We Work With

The exact fields available depend on the selected audience, organization, geography and underlying information sources.

Depending on the project, professional business records may include information such as:

01 Full Name
02 Job Title
03 Professional Function
04 Seniority Level
05 Organization Name
06 Business Email
07 Business Phone
08 Company Website
09 Professional Profile
10 City / Region / Country
11 Family Office Type
12 Firmographic Information

Field availability varies. A field described as “available” or “where available” should not be understood as being populated for every record.

Explore Available Data Fields →
03

Professional Data Sources & Research

Professional information may be obtained, researched, compared or reviewed through a combination of business information sources.

Depending on the record and project, source categories may include:

01

Public Business Sources

Publicly accessible business and professional information relevant to organizations and professional roles.

02

Company Websites

Corporate websites, leadership pages, professional biographies and publicly available organization information.

03

Professional Sources

Professional directories, profiles and business information sources where appropriately available.

04

Business Publications

Relevant trade publications, company announcements and other business-oriented information sources.

05

Data Providers

Licensed, authorized or commercially available professional data providers where used.

06

Internal Research

Research, comparison, classification and quality-review processes conducted by our team.

The source available for an individual record may differ from the source used for another record. If you believe we maintain professional information associated with you and want to ask about it, you may submit a data request.

Ask About Your Information →
04

Processing Professional Information

Privacy and data-protection requirements differ across jurisdictions. Where a law requires a particular lawful basis or justification for processing personal information, that basis depends on the specific activity and circumstances.

Depending on the situation and applicable law, potential grounds may include legitimate interests, contractual necessity, consent or compliance with a legal obligation.

01

Purpose

Identify the genuine business purpose for which the information is being processed.

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02

Necessity

Consider whether the processing is reasonably necessary for the identified purpose.

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03

Balance

Consider the interests, expectations and rights of the individuals involved.

IMPORTANT Legitimate interests should not be treated as an automatic justification for every use of professional information.

The appropriate legal basis and obligations depend on the specific processing activity, jurisdiction and circumstances.

05

Responsible B2B Outreach

Family Office Prospects provides professional information and research. Customers determine how that information is used after delivery, including who they contact, when they contact them, the communication method they use and the content of their messages.

Customers are therefore responsible for reviewing the laws, regulations, industry requirements and recipient preferences applicable to their own outreach activities.

01 Identify Yourself Clearly

Outreach should accurately identify the sender and the organization responsible for the communication.

02 Use Relevant Messaging

Business communications should be relevant, professional and not misleading or deceptive.

03 Provide Required Choices

Where applicable, provide an appropriate unsubscribe, suppression or opt-out method.

04 Honor Recipient Preferences

Maintain and respect applicable internal suppression and opt-out records.

05 Review Recipient Type

Requirements can differ depending on whether the recipient is a company, individual, sole trader or another category.

06 Review the Communication Channel

Email, telephone, SMS and other communication channels may be subject to different rules.

RESPONSIBLE DATA USE

Customers remain responsible for their own campaigns and communications.

The purchase or possession of professional contact information does not automatically authorize every type of communication. Customers should determine whether and how they may contact a particular recipient under the requirements applicable to their organization, recipient, location and communication method.

06

Privacy Rights, Suppression & Data Requests

Depending on where you live and the law that applies, you may have certain rights relating to professional information associated with you.

01 Access

Ask whether we maintain eligible information associated with you.

02 Correction

Ask us to review or correct professional information you believe is inaccurate.

03 Deletion

Ask for deletion of eligible information where applicable law provides that right.

04 Objection

Object to certain processing where applicable privacy law provides that right.

05 Suppression

Ask us to suppress eligible professional information from specified processing.

06 Source Information

Ask for available information concerning relevant source categories where appropriate.

DATA REQUEST CENTER

Want to ask about professional information associated with you?

Submit enough information for our team to identify and review the relevant record. We may request additional information where reasonably necessary to verify and process your request.

Submit a Data Request

Suppression Records

Where appropriate, we may retain limited information necessary to remember a valid suppression or opt-out request. This helps reduce the risk of unintentionally reintroducing the same record into relevant processing after the request has been honored.

07

U.S. State Privacy & Data Requirements

Privacy requirements in the United States can vary by state and may depend on factors such as the nature of a business, the categories of information processed, business activities, statutory definitions and applicable thresholds.

Certain state laws may provide eligible individuals with rights concerning access, correction, deletion, opt-out or other processing activities.

IMPORTANT DISTINCTION

Regulatory classifications depend on the applicable law and the facts of the business.

Nothing on this page should be interpreted as stating that Family Office Prospects necessarily falls within, or outside of, a particular statutory classification such as a “data broker” unless that conclusion has been specifically determined under the applicable law.

California and Other State Requests

If an applicable U.S. state privacy law provides you with a right relating to information associated with you, you may submit a request through our Data Request page.

PRIVACY CHOICES Request Access, Correction, Deletion, Suppression or Applicable Opt-Out
Submit Request →
08

Data Quality, Security & Retention

DATA QUALITY

Review & Correction

Professional information can change over time. Records may be reviewed for relevance, duplication, organization alignment and available contact information.

Where a material issue is identified, appropriate correction or suppression steps may be taken.

SECURITY

Reasonable Safeguards

We use reasonable administrative, organizational and technical measures designed to reduce unauthorized access, misuse, loss or inappropriate disclosure.

No system or transmission method can be guaranteed to be completely secure.

RETENTION

Appropriate Retention

Information is retained for periods reasonably related to the relevant business, research, contractual, compliance or legal purpose.

Limited suppression information may be retained where appropriate to remember an opt-out or privacy request.

Business information naturally changes.

Professionals change roles, organizations reorganize, email domains change and publicly available information can become outdated. Data quality should therefore be understood as an ongoing process rather than a permanent guarantee.

View Our Data Methodology →
09

What We Expect From Data Customers

Responsible data use is shared. We can provide professional information and guidance about our services, but customers control their own use of the information after delivery.

01
Use data for legitimate business purposes.

Do not use professional information for fraud, harassment, impersonation, unauthorized access or unlawful activity.

02
Review the legal requirements that apply to your organization.

Requirements can vary based on location, campaign type, recipient and communication method.

03
Maintain appropriate opt-out and suppression processes.

Recipient preferences and applicable privacy or marketing rights should be respected.

04
Keep communications accurate and professional.

Do not misrepresent who you are, your organization or the nature of your business communication.

Additional customer-use requirements are described in our Terms & Conditions .

10
PRIVACY & DATA TRANSPARENCY

Have a Question About Your Professional Information?

If you believe Family Office Prospects maintains professional information associated with you, you can contact us to request review, correction, suppression or another applicable privacy action.