Menu
Menu
Menu
Patel Family Office (PFO) remains committed to maintaining robust, industry-standard safeguards to protect the nonpublic personal information of its clients. This policy and associated procedures align with federal standards to ensure the security of customer records and information against potential threats.
At PFO, we restrict access to current and former clients’ information, which includes personal background, investment objectives, financial situation, tax information, investment holdings, account numbers, and account balances, to those staff members and associated entities who need such information to provide our products or services. We may disclose the client’s information when: (1) previously authorized to do so for individuals/entities not associated with our firm, including but not limited to the client’s professional advisors and/or service providers; (2) mandated by a judicial or regulatory process; or (3) as allowed by federal and/or state privacy regulations.
Only authorized PFO employees and affiliates who have acknowledged our Privacy Policy have access to client information. Any employees who violate our Privacy Policy may face disciplinary measures. Additionally, we require any external organizations that provide services to our clients to sign confidentiality agreements and/or our Privacy Policy.
Standard procedures of using log files are employed at PFO. These files track visitors when they visit our websites. This is a common practice for hosting services. The information collected includes IP addresses, browser type, ISP, date and time stamp, referring/exit pages, and potentially the number of clicks. This is not linked to any personally identifiable information. This information is used for analyzing trends, administering the site, tracking users’ movement on the website, and gathering demographic information.
Like any other website, PFO uses ‘cookies’. These cookies store information including visitors’ preferences, and the pages on the website accessed or visited by them. This information is used to optimize users’ experience by customizing our webpage content based on visitors’ browser type and/or other information.
Our Privacy Policy does not apply to other advertisers or websites. Therefore, we advise you to consult the Privacy Policies of these third-party ad servers for more detailed information.
Google Analytics, a web analysis service provided by Google Inc., is utilized by us. Google uses the collected data to track and examine the use of this application, prepare reports on its activities, and share them with other Google services. Google may use the collected data to personalize the ads of its own advertising network.
You have the option to disable cookies through your individual browser settings. For more detailed information about cookie management with specific web browsers, it can be found at the browsers’ respective websites.
We prioritize the protection of children while using the internet. Parents and guardians are encouraged to observe, participate in, monitor and guide their online activity. We do not knowingly collect any personally.