Privacy Notice
Wealthgate Family Office (WGFO) Privacy Notice
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social security number and assets
- Income and risk tolerance
- Account transactions and account balances
When you are no longer our customer, we continue to share your information as described in this notice.
How?
We collect your personal information, for example, when you:
• Complete an investment advisory agreement or other forms
• Open an account or seek advice about your investments
• Make a wire transfer or direct us to buy securities
• Sharing for affiliates’ everyday business purposes – information about your creditworthiness
• Affiliates from using your information to market to you
• Sharing for non-affiliates to market to you
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and non-financial companies.
WGFO has an affiliated trust company, Wealthgate Trust, which provides trustee and estate administration services. WGFO has an affiliated philanthropic consulting company, The Giving Place, which provides software for philanthropic planning.
Non-affiliates
Companies not related by common ownership or control. They can be financial and non-financial companies.
WGFO may share personal information with non-affiliated third parties, such as broker dealers, banks and investment advisers for business purposes. WGFO may also share personal information with parties who provide technical support, legal counsel, and accounting and compliance professionals.
Joint marketing
A formal agreement between non-affiliated financial companies that together market financial products or services to you.
WGFO does not currently have non-affiliated joint marketing partners.
Questions? Please call 303-351-2380 or email Galen Moore at galen@wealthgatefo.com