Privacy Policy

Who we are

Longhold Wealth is a permanent capital platform that partners with founders of independent wealth management firms. This policy covers longholdwealth.com and the conversations that begin there. You can reach us at privacy@longholdwealth.com.

What we collect

Information you give us

When you book a conversation we ask for your name, your firm, a range for assets under management, an email address, and optionally a phone number. Anything you share with us later under an NDA is governed by that NDA rather than by this policy.

Information collected automatically

Standard web information: pages viewed, time on the page, whether the video was played, how you arrived, and general device and browser details. We use this to understand whether the page is working. We do not use it to build a profile of you.

Cookies

The site uses cookies for basic functionality and for the analytics described above. You can block cookies in your browser and the page will still work.

How we use it

• To schedule, confirm, and remind you about the conversation you booked
• To prepare properly for that conversation
• To follow up afterward, if you want us to
• To understand whether our page and our outreach are working

What we do not do

We do not sell your information. We do not rent it, trade it, or hand it to anyone else for their own marketing. We do not tell anyone in your industry that you contacted us.

Service providers

We use third party tools to run the business, including a customer relationship and scheduling platform, an email delivery platform, and ordinary web hosting and analytics. These providers process information on our behalf under contract, and they are not permitted to use it for their own purposes.

Confidentiality

The confidentiality promise on our site is not marketing language. We treat conversations with owners as confidential. We sign an NDA before any documents change hands. We do not disclose that you spoke with us, to anyone, unless you tell us to or unless the law requires it.

Email

If we contacted you by email, every message includes a way to stop hearing from us, and we honor it. You can also simply reply and say so, or write to privacy@longholdwealth.com. We will remove you, and we keep a minimal record of the request so that we do not contact you again by mistake.

How long we keep it

We keep booking and contact information for as long as there is a reasonable prospect of doing business together, and for a limited period afterward for our own records. If you ask us to delete your information we will do so, except where we are required to keep it.

Your choices

You can ask what we hold about you, ask us to correct it, or ask us to delete it. Write to privacy@longholdwealth.com and we will respond. If you live somewhere that grants you additional rights over your personal data, we will honor those rights.

Security

We use reputable providers and ordinary safeguards to protect what we hold. No system is perfect and we are not going to claim otherwise.

Changes to this policy

If we change this policy we will update the date at the top of this page.

Contact

Questions about any of this can go straight to me.