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The Family Wealth Alliance Privacy Notice
This Privacy Notice (“Notice”) describes how Family Wealth Alliance, Inc. (“The Family Wealth Alliance”, “FWA”, “we,” “our,” “us”) collects, uses, and discloses certain personal information obtained when you visit our website (“Site”) or enroll in services provided by us (together, the “Services”). By using our Services and providing us with personal information about you, you are agreeing to the terms of this Notice.
INFORMATION WE COLLECT
We collect personal information directly from you when you use our Services, including when you join FWA as a member or sponsor firm, visit our Site, register for or speak at our events, subscribe to our newsletters, participate in our research studies or surveys, or contact us. We may also collect information about you such as your name, email address, and phone number from our partners or other third parties if you were referred to us by them.
We also collect your personal information when you interact with our Services or otherwise browse the Site. In addition to the other uses detailed in this Notice, the information we collect is also used to improve the content of our Site and Services.
Member and sponsor registrations. When you join FWA as a member or sponsor and register with us, we collect personal information, including your name, company name, phone number, address(es) and email address, and the name of your referral if you choose to provide one.
Events and newsletter subscription. We collect registration details from you such as your name, email address, phone number, gender, dietary restrictions, and emergency contact information when you register to speak at or attend our events. Please review The Family Wealth Alliance’s Event Terms and Conditions, available at https://www.familywealthalliance.com/pages/eventpolicies, for additional details on the use and protection of the personal information we collect in these contexts. We also collect your name and email address when you subscribe to our monthly newsletter.
Transaction information. After a member or sponsor has registered with us, we may collect personal information about transactions with FWA, including membership and event ticket purchase history, and similar information relating to the account.
Other personal information collected through use of the Services. We collect information automatically when you use the Services, including when you browse our Site. The information we collect typically includes unique identifiers, browser type and settings, device types and settings, operating system, mobile network information including carrier name and phone number, and application version number. We also collect information about the interaction of your browsers and devices with our Site, such as IP address, device type, system activity, wireless carrier name (when you use a wireless or mobile device), and the date, time, and referrer URL of your request.
To the extent you use certain features of the Site, such as the “Contact Us” feature, we will collect the personal information you provide to us, which may include your name, company name, email address, and phone number.
Web logs. Web logs automatically record information and details about your online interactions with us. For example, web logs may record information about your visit to our Services on a particular time and day and collect information such as your device ID or IP address.
Cookies. When you visit our Site, our web server sends a “cookie” to your computer. A cookie is simply an electronically transmitted file that holds small pieces of information. When you navigate through our Site, your browser “requests” pages for you to view, and that request will include the information stored in the cookie we previously sent to your computer. This process is like an electronic “handshake” between our system and your computer. Where available, you may manage your cookie preferences through on-site cookie settings or your browser controls. There are two types of cookies: persistent and session-based.
Pixel tags. A pixel tag (also known as a web beacon, clear graphics interchange format (GIF), pixel, or tag) is an image or a small string of code that may be placed in an advertisement or email. It allows companies to set or read cookies or transfer information to their servers when you load a webpage or interact with online content. For example, on our Site and in emails we sometimes include a GIF. They allow us to keep your session active while you may be doing research so that you will not have to log in again when you return to our Site. In an email message, we may embed a GIF in the message that allows us, for example, to determine if your email reader is HTML capable or how fast your connection to the Internet is. This allows us to deliver content in a format most appropriate to your computer's capabilities.
Third-party plugins. Our Services may include plugins from other companies, including social media companies. These plugins may collect information, such as information about the pages you visit, and share it with the company that created the plugin even if you do not click on the plugin. Third-party plugins are governed by the privacy policies and terms of the companies that created them.
Aggregated and de-identified information. From time to time, we may also aggregate or de-identify information about your use of our Services, such as the pages you visit. Such aggregated information will not identify you personally.
HOW WE USE AND PROCESS YOUR INFORMATION
The purposes for which we use and process your information include to:
WITH WHOM AND WHY WE SHARE YOUR INFORMATION
We share your information with other parties for a variety of purposes related to the operation of our business, as described below.
Our business purposes. We may share your personal information with our affiliates, vendors, service providers, and business partners, including providers and vendors we use for our business activities and operations generally, such as data hosting and data storage partners, analytics, technology services and support, and data security.
Third-party service providers. FWA also uses third-party service providers that perform Services on our behalf, including web-hosting companies, IT infrastructure and support, event coordination, hosting and management, member communication, marketing, and other similar services. These service providers may collect and/or use your information, including information that identifies you personally, to assist us in achieving the purposes discussed above. We may also share your personal information with professional advisors, such as auditors, law firms, and accounting firms.
Analytics. We partner with certain third parties to obtain the automatically collected information discussed above and to engage in analysis, auditing, research, and reporting. These third parties may use server logs or pixel tags, and they may set and access cookies on your computer or other device.
Legal purposes. We also may use or share your information with our affiliates and third parties, including government agencies or other regulatory bodies and law enforcement officials, when we believe, in our sole discretion, that doing so is necessary:
CORRECTING AND UPDATING YOUR INFORMATION
If you have an account with us and have a concern about your personal or account information maintained at FWA, or want to correct, update, or confirm your information, please call us at 312-248-8820 or email us at info@FWAlliance.com. We will be happy to review and update our records as appropriate. You may also log in to our Site and send us an email from the Contact Us section.
Others who use our Services can also contact us at 312-248-8820 or email us at info@FWAlliance.com to correct, update, or confirm your personal information.
EMAIL COMMUNICATIONS AND OPTING OUT
Email is an important communication channel between FWA and our members.
We may also use your email address to send you information about Services we believe may be of interest to you. If you do not want to receive email related to these Services, send us call us at 312-248-8820 or email us at info@FWAlliance.com. You may also log in to our Site and send us an email from the Contact Us section.
You may unsubscribe from our newsletter at any time by clicking on the unsubscribe link at the bottom of each newsletter email. Please note that doing so will not remove you from any service emails, alerts, or other information to which you are subscribed.
YOUR DATA RIGHTS
In addition to the disclosures and rights set forth elsewhere in this Notice, you may have certain data rights based on applicable state law. Please refer to our Privacy Notice for United States Residents for more information.
Additional Information for Nevada Residents
Pursuant to Nevada state law, we must inform you that if you would like more information regarding this Notice or Nevada's law regarding corporate do-not-call registries, you can contact us as described below, or via the Bureau of Consumer Protection, Office of the Nevada Attorney General at 555 E. Washington Street, Suite 3900, Las Vegas, Nevada 89101. Phone: (702) 486-3132 / Email: BCPINFO@ag.state.nv.us.
Additional Information for Vermont Residents
We will automatically limit sharing of your information.
EXTERNAL LINKS
The Services may contain links to third-party websites. If you use these links, you will leave the Services. We have not reviewed these third-party sites and do not control and are not responsible for any of these sites, their content, or their privacy policy. Thus, we do not endorse or make any representations about them, or any information, software, or other products or materials found there, or any results that may be obtained from using them. If you decide to access any of the third-party sites listed on our Site, you do so at your own risk.
DATA SECURITY
We employ physical, technical, and administrative procedures designed to safeguard the personal information we collect online. However, no website is 100% secure, and we cannot ensure or warrant the security of any information you transmit to the Services or to us. You transmit such information at your own risk.
You can also help protect your identity and accounts. Here are a few steps to remember:
LOCATION OF DATA PROCESSING
FWA operates its business in the United States and does not direct its activities to individuals in the European Union or European Economic Area. In the event that you access the Services from outside the United States, the information that we collect through or in connection with the Services will be processed in the United States for the purposes described above. We also may subcontract the processing of your information to, or otherwise share your information with, affiliates or third parties in the United States or countries other than your country of residence. The data-protection laws in these countries may be different from, and less stringent than, those in your country of residence. By using the Services or by providing any personal or other information to us, you expressly consent to such transfer and processing.
MINORS
Our Services are directed at individuals over the age of 18. We do not knowingly collect Personal Information from individuals under 18 years of age. If you are under 18, do not use or provide any information on our Site on or through any of its features, register on the Site, including your name, address, telephone number, email address, or any username you may use.
UPDATES TO THIS NOTICE
We may update or change this Privacy Notice from time to time without advance notice. Should any new Privacy Notice go into effect, we will post it on our website. When we make changes, we will update the “Effective Date” at the bottom of this page. Any changes to this Privacy Notice will become effective when posted.
HOW TO CONTACT US
Should you have any questions or concerns about this Notice, you can contact us by calling 312-248-8820, emailing info@FWAlliance.com, or sending correspondence to:
Family Wealth Alliance, Inc.
150 South Wacker Dr., 12th Floor
Chicago, IL 60606
Effective: May 22, 2026
CONTACT US
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