Privacy Policy

1. Introduction

Highgate Family Office Accounting (“we,” “us,” or “our”) provides accounting services to family offices and is committed to protecting the confidentiality of client and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website or contact us.

2. Information We Collect

We may collect the following categories of information:

• Contact information: name, email address, and phone number you provide through our contact form
• Message content: the information you share when reaching out to us
• Usage data: IP address, browser type, pages visited, and time spent on site

3. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and evaluate potential engagements
• Communicate with you about our services
• Comply with legal and regulatory obligations, including those specific to accounting practice

4. Confidentiality

We do not sell your personal information, and we hold client financial information to the confidentiality standards expected of a professional accounting practice. We do not disclose client information to third parties except as required to deliver services you have engaged us for, or as required by law.

5. Data Security

We use reasonable administrative and technical safeguards, including secure file transfer and access controls, to protect client and financial information. No method of transmission over the internet is 100% secure.

6. Your Rights

You may request access to, correction of, or deletion of your personal data at any time by contacting us at info@highgatefamilyoffice.com. We will respond within 30 days.

7. Cookies

We use essential cookies for site functionality and analytics cookies to understand how visitors use our site. You may disable cookies in your browser settings.

8. Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be posted on this page with an updated “Last updated” date.

9. Contact Us

Highgate Family Office Accounting  |  info@highgatefamilyoffice.com  |  (203) 555-0187