Privacy Policy

Last updated: 2026

This Privacy Policy explains how personal data is collected, used, and protected when you access and interact with this website, in accordance with the General Data Protection Regulation (EU) 2016/679 (GDPR) and applicable data protection laws.

1. Personal Data Collected

This website may collect the following personal data:

Name and surname

Email address

Information voluntarily provided through contact forms or direct communications

Technical data (IP address, browser type, operating system) strictly for security, integrity, and basic analytics purposes

No special category (sensitive) data is collected through this website.

2. Purpose of Processing

Personal data is processed exclusively for the following purposes:

Responding to professional inquiries or contact requests

Establishing and maintaining professional relationships

Providing information regarding the Private Investment Office (PIO) operating framework and services

Ensuring the security, stability, and proper functioning of the website

Personal data is never used for profiling, marketing automation, or resale purposes.

3. Legal Basis

The legal basis for processing personal data includes:

The explicit consent of the data subject

Legitimate interest related to professional communication and business operations

Pre-contractual or contractual necessity, where applicable

4. Confidentiality and Data Protection Commitments

All professional relationships established through this website are subject to formal confidentiality agreements (NDAs) when applicable.

The Private Investment Office operates under a strict confidentiality-by-design principle:

Client data is treated as confidential by default

No client data is ever shared, disclosed, transferred, or made accessible to any third party unless explicitly authorized in writing by the client

Access to client information is strictly limited to what is necessary for the execution of the agreed scope of work

There is no commercial use, aggregation, anonymization, or secondary exploitation of client data under any circumstances.

5. Data Retention

Personal data is retained only for as long as strictly necessary to fulfill the purpose for which it was collected, or for the duration required by contractual, legal, or regulatory obligations.

Once such purposes are fulfilled, data is securely deleted or rendered inaccessible.

6. Data Sharing

Personal data is not sold, rented, sublicensed, or disclosed to third parties.

Data may only be accessed by:

The website owner

Authorized collaborators or technical providers strictly bound by confidentiality obligations, and only where technically necessary

No data is transferred to unauthorized third parties under any circumstances.

7. Data Subject Rights

You have the right to request:

Access to your personal data

Rectification or erasure

Restriction or objection to processing

Data portability

Requests may be submitted to: privacy@[domain].com

8. Data Security

Appropriate technical and organizational measures are implemented to protect personal data against unauthorized access, alteration, loss, or misuse, consistent with industry best practices and proportional to the nature of the information handled.

9. Changes to this Policy

This Privacy Policy may be updated periodically. Any changes will become effective upon publication on this website.