Privacy Policy
Last Updated: 10/10/2025
1. Information We Collect
We collect the following types of personal information:
A. Information You Provide Directly
- Full name
- Email address
- Phone number
- Mailing address
- Company or organization
- Any additional voluntary information
B. Information Collected Automatically
- IP address
- Browser type and version
- Device and operating system
- Pages visited and usage behavior
- Referring URL
- Date and time of access
Collected via cookies, analytics tools, and server logs.
2. How We Use Your Information
- Respond to inquiries and service requests
- Provide and manage our fiduciary services
- Improve website performance and user experience
- Send service-related communications
- Comply with legal obligations
- Enhance website security and prevent fraud
We do not sell your personal information.
3. Sharing of Information
Your information may be shared with:
- Service Providers for hosting, analytics, email, or legal support
- Legal authorities when required by law
- Successors or affiliates in business transitions (e.g., merger or acquisition)
4. Cookies and Tracking Technologies
We use cookies to:
- Remember your preferences
- Analyze traffic and usage
- Improve website functionality
You can manage or disable cookies in your browser settings.
5. Data Security
We use reasonable administrative, technical, and physical safeguards to protect your data. However, no system is completely secure, and you use the Site at your own risk.
6. Data Retention
We retain your information as long as necessary to fulfill the purposes outlined here, comply with laws, and resolve disputes.
7. Your Privacy Rights
Depending on your location, you may have the right to:
- Access your data
- Request correction or deletion
- Opt out of marketing communications
- Restrict or object to processing
- Request data portability
To exercise your rights, contact us at: [email protected]
8. Do Not Track Signals
Our Site does not currently respond to Do Not Track (DNT) browser settings.
9. Third-Party Links
We may link to third-party websites. We are not responsible for their content or privacy practices.
10. Children’s Privacy
We do not knowingly collect data from children under 18. If we become aware, we will delete the data promptly.
11. Changes to This Privacy Policy
We may update this Privacy Policy periodically. The latest version will always be posted here with an updated date.
12. Contact Us
Mission Bay Fiduciary4546 Cass St. #9546 San Diego, CA 92109
📧 Email: [email protected]