Privacy Policy

Effective Date: December 2, 2025

This Privacy Policy explains how ASI ("we," "us," or "our") collects, uses, and protects your personal information when you register for or attend our family office conference.

We are committed to protecting your privacy and complying with applicable data protection laws, including the General Data Protection Regulation (GDPR) for our European attendees and the California Consumer Privacy Act (CCPA) for our California residents.

When you register for our conference, we may collect:

• Contact Information: Name, email address, phone number, mailing address
• Professional Information: Company name, job title, professional background
• Financial Qualification: Information to verify family office status (assets under management range, investment interests)
• Dietary and Accessibility Needs: Special requirements for event planning
• Payment Information: Billing details for registration fees

We use your personal information to:

• Process your conference registration and payment
• Verify eligibility for our family office-focused event
• Communicate event details, schedules, and updates
• Facilitate networking opportunities with other qualified attendees
• Accommodate dietary restrictions and accessibility needs
• Improve future conference experiences
• Comply with legal obligations

We share limited information only when necessary:

• Event Vendors: Catering, venue, and technical service providers (under strict confidentiality)
• Networking: With your consent, we may share your name and company with other attendees via a conference directory
• Legal Requirements: When required by law or to protect our rights

We do not sell your personal information to third parties.

If you are located in the European Economic Area, you have the right to:

• Access your personal data
• Correct inaccurate information
• Request deletion of your data
• Object to processing of your data
• Request data portability
• Withdraw consent at any time

If you are a California resident, you have the right to:

• Know what personal information we collect and how it's used
• Request deletion of your personal information
• Opt-out of the sale of personal information (note: we do not sell your information)
• Non-discrimination for exercising your privacy rights

To exercise any of these rights, please contact us at [privacy@yourconference.com].

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy, typically for the duration of the conference year plus [2-3] years for record-keeping and future event invitations. You may request earlier deletion at any time.

If you are located outside the United States, please note that your information may be transferred to and processed in the United States. We ensure appropriate safeguards are in place for such transfers in compliance with GDPR requirements.

Our website uses essential cookies to enable registration functionality. We do not use tracking cookies or third-party analytics without your consent.

Our conference is designed for professional adults. We do not knowingly collect information from individuals under 18 years of age.

We may update this Privacy Policy periodically. We will notify registered attendees of material changes via email and post the updated policy on our website with a new effective date.

For questions about this Privacy Policy or to exercise your privacy rights, please contact:

Privacy Contact:
info@alliancesocitalimpact.com