Privacy Policy

How we collect, use, and protect your information

Privacy at FamilyVest

Your privacy is important to us. This Privacy Policy explains how FamilyVest (operating through Farther Finance Advisors, LLC) collects, uses, and protects your personal information when you visit our website or engage with our services.

Information We Collect

We collect information in several ways:

  • Information you provide: When you contact us, request information, or begin the engagement process, you may provide personal details such as your name, email address, phone number, and financial information.
  • Website analytics: We use standard web analytics to understand how visitors use our site. This may include IP address, browser type, pages visited, and time spent on pages.
  • Cookies: We use cookies to improve your browsing experience and remember your preferences. You can control cookie settings in your browser.

How We Use Your Information

We use your information to:

  • Respond to your inquiries and provide information about our services
  • Process client engagements and maintain your account
  • Provide personalized financial advice and recommendations
  • Comply with legal and regulatory requirements
  • Improve our website and services based on user feedback

Protection of Your Information

We implement industry-standard security measures to protect your personal and financial information, including encryption, secure server technology, and restricted access protocols. However, no method of transmission over the Internet is 100% secure.

Sharing Your Information

We do not sell your personal information. We may share information with service providers who assist us (custodians, tax preparers, estate planning attorneys) only as necessary to provide our services and with your consent. We require all third parties to maintain confidentiality.

Your Rights

You have the right to request access to, correction of, or deletion of your personal information, subject to legal requirements. Contact us at info@familyvest.com or 844-628-3185 to exercise these rights.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at 844-628-3185 or info@familyvest.com.

Last updated: This Privacy Policy may be updated periodically. We encourage you to review it regularly.