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Family Office Exchange (“FOX”) is committed to protecting your privacy. This Privacy Statement applies only to information collected online through the FOX website and does not apply to any information you may provide to us, or that we may collect, offline or through other means (for example, via telephone, through the mail, or at live events). If you have any questions about this Privacy Statement, please email us at help@familyoffice.com.

Types of Information We Collect

Information You Voluntarily Supply to Us

We may collect and store information that you voluntarily supply to us while on our site. This may include personally identifying information if you choose to provide it. In accessing and using the FOX website, you may have the opportunity to voluntarily submit some or all of the following types of information: (i) contact information, such as your name, telephone number and email address; (ii) login information, such as a username and password; (iii) communications preferences; (iv) payment information (such as a credit card number) necessary to process a requested transaction; (v) information posted in discussion areas and other interactive areas of our site; (vi) information requested in connection with online surveys on our website; (vii) event registration information; and (viii) questions or correspondence you send us through the membership inquiry and/or other forms available on our site.

You are not required to provide information about yourself to visit our site. However, if you wish to access certain areas of our site, you will be required to register as a FOX member or as a user of the FOX Public Network.

Information That Is Collected Automatically

We also may collect and store, and permit our service providers to collect and store, information that does not identify you personally that is generated automatically as you navigate through the site. For example, we and our service providers may collect limited information about the configuration of your computer or other device through which you visit our website, including the type of browser software you use, the operating system you are running, the resolution of your computer monitor, the website that referred you, and your IP address. (An IP address is a numerical address that identifies your computer to other computers connected to the Internet so that data – such as the web pages you want to view – can be transmitted to you.) We use this information to make our website as useful as we can for our users.

Cookies and Pixel Tags

We may use “cookies,” a standard feature found in browser software, to enhance your experience on the site. Cookies are small files that your web browser places on your hard drive for record-keeping purposes. We also may use pixel tags to collect non-personally identifying information about how our visitors use our site. By showing how and when visitors and registered users use the site, cookies and pixel tags help us identify how many unique users visit our site and various pages within our site, and anonymously track user interests, trends and patterns. For example, we may use these technologies to collect aggregate information about the time visitors spend on each page of our site or the number of visits made to each page or section of our site. Providers of web analytics services or software may use cookies and pixel tags to gather this sort of information on our behalf.

We also may use cookies to record certain preferences that you enter or set while using the site. For example, if you are a registered FOX member or a registered user of the FOX Public Network and you opt to have the site “remember you,” we will use cookies to automatically store your log-in information so that you will not have to re-enter it the next time you visit.

The help function on most web browsers contains information on how to set your browser to notify you before accepting a cookie or to disable cookies entirely. However, if you do not accept cookies, you will not be able to take advantage of certain features on our site. For example, we will not be able to store your log-in information, so that you do not have to log in each time you visit, unless you accept cookies.

We May Use the following Cookies and Other Similar Technologies:

When you visit or interact with our site, services, applications, tools or messaging, we or our authorized service providers may use cookies, web beacons, and other similar technologies for storing information to help provide you with a better, faster, and safer experience and for advertising purposes. We may use third parties to serve advertisements on other websites that may be of interest to you, based on information collected about your use of our site and other websites. To do so, these companies may place or recognize a unique cookie on your browser (including through the use of pixel tags and web beacons).

Google Analytics Cookie. Google Analytics is a web analytics service provided by Google Inc. ("Google"). Google Analytics uses cookies and similar technologies to analyze how users use a website. The information generated about website usage (including your shortened IP address) is transmitted to Google. This information is used to evaluate visitors’ use of the website, compile statistical reports on website activity, and provide other services related to the site and internet use. Google may also collect information about a visitors’ use of other websites. For more information about Google Analytics, or to opt out of Google Analytics, please go to: https://tools.google.com/dlpage/gaoptout.

Google AdWords Remarketing cookie. Our website uses a remarketing advertising service (Google AdWords Remarketing) provided by Google, which uses cookies to help us deliver targeted online adverts based on past visits to our website. Google uses this information to display our adverts on various third party websites across the internet. Google AdWords Remarketing allows us to tailor our marketing to better suit your needs and only display ads that are relevant to you. To learn more about Google Analytics’ privacy practices, please visit https://www.google.com/policies/technologies/ads/. You may opt out of Google’s use of cookies by visiting Google’s Ads Settings.

Facebook Pixel. Facebook Pixel is an analytics tool that allows us to measure the effectiveness of our advertising by understanding the actions you take on our website. In this way, we can tailor our marketing to better suit your needs and only display ads that are relevant to you. When you visit our website and take an action (for example, downloading a white paper or clicking on a graphic), the Facebook Pixel is triggered and reports this action. To learn more about Facebook’s privacy practices, please visit https://www.facebook.com/about/privacy/. You can opt out of the use of Facebook Pixel by visiting the adverts tab in your Facebook profile settings.

LinkedIn Insight Tag. The LinkedIn insight tag allows us to perform campaign reporting and gather insights about website visitors that may come via the campaigns we run on LinkedIn. For this purpose, our website integrates the LinkedIn Insight Tag, which enables LinkedIn to collect statistical, pseudonymous data about your visit and use of our website, and to provide us with aggregated statistics on this basis. In addition, this information is used to show you specific and relevant offers and recommendations, after you have informed yourself on the website about certain services, information and offers. The relevant information is stored in a cookie. You may object to this form of data processing by adjusting your browser settings on your computer or on any other device with which you access our services. If you do not want us to place cookies, you may decline certain cookies on the LinkedIn settings page. To learn more about LinkedIn’s Insight Tag’s, please visit https://www.linkedin.com/legal/privacy-policy.

Marketo’s Pixel and Cookie. We use third-party marketing software from Marketo, Inc. (“Marketo”) to send our emails. We use a Marketo pixel tag as part of tracking so we have information on email open rates and click through rates. We also track activity on the website. For example, visitors can download white papers from the site and we use Marketo cookies to identify who does this and if they then visit other parts of our website. When on a page, the Marketo cookies automatically gather the following information: page visits; link clicks; IP address; referrer, cookie ID. The cookies placed by the Marketo server are readable only by Marketo. For more information on Marketo privacy practices, please visit the Marketo privacy policy: http://www.marketo.com/trust/legal/privacy. If you prefer that we do not place Marketo cookies on your web browser, you may opt out by selecting the Do Not Track (DNT) feature in your web browser.

How We Use Collected Information

We use the information we collect from you while you are using the site in a variety of ways, including, for example, to process your registration, to provide you with products, services and communications that you have requested, to send you email updates and other communications, to deliver our site content to you, to measure site traffic, to measure user interests and traffic patterns, and to improve the site and the services and features offered via the site.

In addition, we may use your information to contact you for membership and prospective membership service purposes, to inform you of important changes or additions to our site or the services offered over our site, to send you administrative notices and other information about our site, and to tell you about products or services offered by FOX that we think may be of interest to you. Although we hope you will find these communications informative and useful, if you do not, you can always update your account information and preferences to no longer receive such communications.

When you purchase any product or service on our site, we collect the information necessary to process the requested transaction, such as your name, email address, mailing address, billing address, and credit card information. FOX does not store your credit card information; it is sent directly to our third-party credit card processor and is secured during transmission over the Internet using industry-standard secure sockets layer (SSL) encryption. Our credit card processor is authorized to use your credit card information only to process your requested transaction, and for no other purpose.

We may share anonymous tracking information that is collected through this site with our third-party service providers solely for purposes related to site administration and operation.

We may occasionally release information about our visitors and registered users if required to do so by law or if, in our judgment, such disclosure is reasonably necessary to comply with legal process, to enforce our Terms and Conditions, or to protect the rights, property, or personal safety of visitors to our site, our employees, our members, or others.

We do not sell or rent your personal information to any third party for marketing or other purposes.

We also may make some products and services available through our site through cooperative relationships with third-party providers, where the brands of our provider partner appear on the site in connection with such products and/or services. We may share with our provider partner any information you provide, or that is collected, in the course of visiting any pages that are made available in cooperation with our provider partner. In some cases, the provider partner may collect information from you directly, in which cases the privacy statement of our provider partner may apply to the provider partner’s use of your information. The privacy statement of our provider partners may differ from ours. If you have any questions regarding the privacy statement of one of our provider partners, you should contact the provider partner directly for more information.

Reviewing and Updating Your Information

If you are a registered FOX member or a registered user of the FOX Public Network, you can make changes to your account information and preferences by logging in to the site and using the account tools available via the site. If you have any questions about modifying your account or preference information, please email us at web@familyoffice.com.

Information You Post to Discussion Forums and Other Community Posting Areas of Our Site

Please keep in mind that whenever you voluntarily make your personal information or other private information available for viewing in discussion forums or in other posting areas of our site that information may be seen, collected and used by other registered users of our site; we are not able to control how they may use this information. Information posted in Family Office and/or Wealth Owner member–only discussion forums will only be accessible by other family office and wealth owner members. We cannot be responsible for any use of such information by others that have access to the posting areas.

Links to Third-Party Websites

Our website may provide links to third-party sites. This Privacy Statement does not apply to any information you may provide while on such third-party sites. We encourage you to read the privacy statements on those sites before providing any of your personal information to them.

Securing Your Information

We use industry-leading administrative, technical and physical security measures to protect your personal information from unauthorized access and use. However, as effective as the security measures implemented by us may be, no physical or electronic security system is impenetrable. We cannot guarantee the security of our site’s servers or databases, nor can we guarantee that information you supply will not be intercepted while being transmitted to us or our third-party service providers over the Internet.

Protecting the Privacy of Children

Our website is not directed to children under the age of 13 and we will not knowingly allow anyone under the age of 13 to use this website to provide us with any personal information. Children should always get permission from their parents before sending any information about themselves (such as their names, email addresses and phone numbers) over the Internet. If you are under the age of 13, please do not provide any information about yourself on this website.

Changes to this Privacy Statement

The Web is an evolving medium. If we need to change this Privacy Statement in the future, we will post the revised Privacy Statement on our site and update the “Effective Date,” above, to reflect the date of the changes. By continuing to use this website after we post such changes, you agree to the terms of this Privacy Statement, as modified.

2015 Wealth Advisor Forum Materials

Highlights and Session Materials