Legal
Terms of Use
1. Scope and acceptance
These Terms of Use govern access to familyofficearchitect.com and its content, features, and communications (collectively, the “Site”). “Family Office Architect,” “we,” “us,” and “our” refer to the operator of the Site. These terms govern the Site only; a signed client agreement, if any, separately governs advisory services and controls if it conflicts with these terms.
2. General information—not professional advice
The Site provides general information about family office design, operating models, governance, controls, vendor coordination, and related consulting. It is not legal, tax, accounting, audit, fiduciary, investment, insurance, cybersecurity, medical, or other regulated professional advice. Nothing on the Site is a recommendation regarding any security, investment strategy, legal structure, tax position, provider, or transaction. Obtain advice from appropriately licensed professionals who understand your facts and jurisdiction before acting.
3. No client, fiduciary, or confidential relationship
Viewing the Site, emailing us, or submitting an inquiry does not create a client, adviser-client, fiduciary, attorney-client, agency, or other professional relationship. No engagement exists unless both parties sign a written agreement. Unsolicited communications are not confidential and may not be protected by privilege. Do not send passwords, account numbers, identity documents, tax records, health information, security procedures, or other sensitive material until we confirm an appropriate secure channel.
4. No offer, solicitation, or guaranteed availability
The Site is not an offer to provide services or a solicitation where doing so would be unlawful. We may accept or decline any inquiry, determine conflicts or fit, and restrict services by person, matter, or jurisdiction. Descriptions of services are illustrative and may be changed or withdrawn.
5. No promise of outcomes
Family office outcomes depend on facts, people, implementation, providers, markets, laws, and events outside our control. Illustrations, frameworks, examples, and statements about possible benefits do not guarantee results, risk reduction, cost savings, compliance, continuity, or performance. Past or representative experience is not a promise of a similar result.
6. Limited license and intellectual property
We grant you a limited, revocable, non-exclusive, non-transferable license to view the Site for your own lawful internal evaluation. The Site’s copy, design, marks, graphics, frameworks, selection, arrangement, and other original material are owned by or licensed to us and protected by applicable law. Except as permitted by law, you may not copy, republish, sell, sublicense, scrape, frame, remove notices from, create derivative works from, use to train an automated or artificial-intelligence system, or commercially exploit Site material without prior written permission.
7. Prohibited conduct
You may not use the Site to violate law or rights; impersonate a person; misrepresent affiliation; harvest information; transmit malicious code; probe, scan, or test vulnerabilities; bypass access or security controls; interfere with operation; automate excessive requests; or assist another person in doing so. We may restrict or terminate access and preserve or disclose relevant information where reasonably necessary to protect the Site, users, rights, or comply with law.
8. Third-party resources
References or links to third parties are provided for context and do not constitute endorsement, warranty, or responsibility for their advice, security, availability, content, or practices. Your dealings with third parties are solely between you and them. Provider selection and oversight remain the client’s responsibility unless a signed engagement expressly states otherwise.
9. Accuracy, availability, and security
We may update the Site without notice and do not warrant that content is current, complete, error-free, or fit for a particular purpose. Access may be interrupted. Internet and email transmissions are not guaranteed secure, and we do not warrant that the Site will be free of harmful components. You are responsible for appropriate safeguards, backups, and independent verification.
10. Disclaimer of warranties
TO THE FULLEST EXTENT PERMITTED BY LAW, THE SITE IS PROVIDED “AS IS” AND “AS AVAILABLE.” WE DISCLAIM ALL EXPRESS, IMPLIED, AND STATUTORY WARRANTIES, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, SECURITY, AND QUIET ENJOYMENT. SOME JURISDICTIONS DO NOT ALLOW CERTAIN DISCLAIMERS, SO SOME OF THIS SECTION MAY NOT APPLY TO YOU.
11. Limitation of liability
TO THE FULLEST EXTENT PERMITTED BY LAW, WE AND OUR OWNERS, PERSONNEL, CONTRACTORS, AND SUPPLIERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES; LOST PROFITS, REVENUE, DATA, OPPORTUNITY, OR GOODWILL; OR BUSINESS INTERRUPTION ARISING FROM OR RELATED TO THE SITE, EVEN IF ADVISED OF THE POSSIBILITY. OUR TOTAL LIABILITY ARISING FROM THE SITE WILL NOT EXCEED THE GREATER OF US$100 OR THE AMOUNT YOU PAID US, IF ANY, SPECIFICALLY FOR USE OF THE SITE DURING THE 12 MONTHS BEFORE THE EVENT. THIS LIMIT DOES NOT EXCLUDE LIABILITY THAT CANNOT LAWFULLY BE LIMITED.
12. Indemnification
To the extent permitted by law, you agree to defend, indemnify, and hold harmless us and our owners, personnel, contractors, and suppliers from third-party claims, losses, liabilities, costs, and reasonable legal fees arising from your unlawful use of the Site, your violation of these terms, or your infringement of another person’s rights.
13. Governing law; forum; claim period
These terms are governed by New York law, without regard to conflict-of-law principles. Subject to non-waivable law, disputes relating to the Site must be brought exclusively in the state or federal courts located in New York County, New York, and each party consents to jurisdiction and venue there. TO THE EXTENT PERMITTED BY LAW, EACH PARTY WAIVES TRIAL BY JURY. Any claim must be filed within one year after it arose, unless law requires a longer period. Nothing here prevents us from seeking injunctive relief for misuse of intellectual property, confidential information, or security systems.
14. Changes and general provisions
We may revise these terms by posting an updated date. Continued use after a change constitutes acceptance. If a provision is unenforceable, it will be limited to the minimum extent necessary and the rest will remain effective. No waiver is continuing. You may not assign your rights under these terms without our consent; we may assign ours in connection with a reorganization, transfer, or operation of the Site. These terms, together with the Privacy Notice and Disclosures, are the entire agreement regarding Site use. Mandatory consumer rights remain unaffected.
15. Contact
Questions about these terms may be sent to hello@familyofficearchitect.com. Please do not include confidential or sensitive information.