Privacy Policy
Athena Private Client Group ("Athena," "we," "our," or "us") values the privacy of our clients, their families, professional partners, and visitors to our website. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website or use our services.
1. Information We Collect
We collect different types of information depending on your interactions with us, including:
Personal Information: Name, email address, phone number, mailing address, and any information you provide through our contact form or in the course of an engagement.
Fiduciary and Estate Information: Information related to trusts, estates, assets, and family circumstances that you or your representatives share with us in connection with our fiduciary services.
Device and Usage Information: Data about your device, IP address, browser type, and interactions with our website, such as pages visited and time spent.
We may use cookies and similar technologies to analyze website traffic, improve functionality, and understand visitor interactions with our website.
We automatically collect certain technical information when you visit our website, including IP address, browser type, operating system, access times, referring websites, pages viewed, and website navigation patterns.
2. How We Use Your Information
We may use your information to:
- Provide professional fiduciary services, including trust administration, estate administration, conservatorship, and related matters.
- Respond to your inquiries submitted through our contact form.
- Improve our website, services, and user experience.
- Comply with legal requirements, court obligations, and protect our legal rights.
3. How We Share Your Information
We do not sell your personal information. However, we may share your information with:
Professional Service Providers: We work with attorneys, accountants, financial institutions, and other professionals as needed to carry out our fiduciary responsibilities. They receive only the information necessary to perform these services on our behalf.
Legal and Compliance Reasons: We may disclose information to comply with legal obligations, court orders, or in response to lawful requests by public authorities.
4. Security of Your Information
We take security seriously and implement reasonable measures to protect your personal information from unauthorized access and disclosure. However, please be aware that no data transmission over the internet is completely secure.
5. Your Privacy Rights
Residents of certain regions, such as California, may have specific rights regarding their personal information under laws like the California Consumer Privacy Act (CCPA). Depending on your jurisdiction, you may have rights to:
- Access or delete certain personal information we have collected about you.
- Opt out of certain data-sharing practices.
To exercise these rights, please contact us at hello@athenapcg.com.
6. Data Retention
We retain personal information only as long as necessary for the purposes described in this policy, to fulfill our fiduciary and legal obligations, including court accounting and record-keeping requirements, and to resolve disputes.
7. Children's Privacy
Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children through this website. If you believe a child has provided us personal information, please contact us and we will delete it.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external websites, and we encourage you to review their privacy policies.
9. Changes to This Privacy Policy
We may update this Privacy Policy occasionally. When we do, we will post the updated version on this page. We encourage you to review this page periodically.
10. Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us at: