How we treat information about the families we serve.

Tred Avon Family Wealth, LLC ("we," "us," or "the firm") values the privacy of the families we serve and of every visitor to this website. This notice summarizes what we collect, how we use it, and how we protect it.

Information we collect

From clients: personal and financial information necessary to coordinate investment, planning, tax, and estate work: typically name, address, social security number, account holdings, beneficiary designations, and financial goals.

From visitors to this site: standard server logs (IP address, browser, referring URL) and any information you choose to provide via the contact form.

How we use information

Solely to deliver the services for which a family has engaged us, to meet regulatory and recordkeeping obligations, and to respond to inquiries received through this website.

We do not sell information about the families we serve, and we do not share information with marketing partners. Service-provider sharing (custodians, accountants, attorneys named by the family) is limited to what is necessary to do the work.

How we protect information

Physical, electronic, and procedural safeguards consistent with the standards required of SEC-registered investment advisors. Access to client information is limited to staff who require it to perform their duties.

Questions

Direct privacy questions to bspurry@tredavonfamilywealth.com or to our office address listed in the footer.