Privacy Policy

Last Updated: October 2, 2024

This Privacy Policy describes how Zell Family Office (“ZFO”) collects and processes your personal information when you visit the ZFO website at www.zellfamilyoffice.com or other websites that refer to this Privacy Policy (collectively, the “Website”), and our practices for collecting, using, maintaining, protecting, and disclosing that information.

Please read this policy carefully to understand our policies and practices regarding your information and how we will treat it. By accessing or using our Website, you agree to this policy. If you do not agree with our policies and practices, do not access or use our Website.

This policy may change from time to time (see Changes to Our Privacy Policy). Your continued use of the Website after we make changes is deemed to be acceptance of those changes, so please check the policy periodically for updates.

Information We Collect About You and How We Collect It

We collect several types of personal information, such as:

Information You Provide to Us:

This includes personal information that you provide to us by filling in forms on the Website, contacting us for more information, applying for a job with us, and using our Website.

This type of information may include your email address, employer, professional identifiers, professional history, mailing address, name, and phone number.

Information We Collect Through Automatic Data Collection Technologies

As you navigate through and interact with the Website, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns, including:

• Details of your visits to the Website, including traffic data, location data, logs, and other communication data and the resources that you access and use on the Website; and
• Information about your computer and internet connection, including your IP address, operating system, and browser type.

How We Use Your Information

We use information that we collect about you or that you provide to us, including any personal information:

• To present the Website and its content to you.
• To communicate with you and provide you with information about ZFO and what we do.
• To prevent or investigate fraudulent or inappropriate uses of the Website.
• To monitor and analyze trends, usage and activities in connection with the Website and personalize and improve the Website.
• Carry out any other purpose for which the information was collected.

Cookies 

We use the information collected through the use of cookies and similar technologies to make the Website easier for visitors to use and navigate, to personalize the content and remember your preferences, and to make information more relevant for you.

In doing so, we may share your personal information with our third-party analytics vendors, like Google, to track and measure performance on the Website, including information such as page activity and session duration. If you want to opt-out of Google Analytics, you can install the Google Analytics opt-out browser add-on LINK: https://tools.google.com/dlpage/gaoptout.

Disclosure of Your Information

We do not sell personal information to third parties, but we do disclose your personal information to third parties or allow third parties to collect your personal information on our behalf.

We may disclose your personal information collected in accordance with this policy as follows:

• Business Transfers: To our subsidiaries and affiliates.
• Service Providers: To contractors, service providers, and other third parties we use to support ZFO and who are bound by contractual obligations to keep personal information confidential and use it only for the purposes for which we disclose it to them. For example, with Paylocity, our human resources vendor that processes job applications on our behalf.
• Third-Party Use of Cookies: Some applications on the Website are served by third parties, including content providers, advertisers, and application providers. These third parties may use cookies alone or in conjunction with other tracking technologies to collect information about you when you visit the Website. The information they collect may be associated with your personal information.

We may also disclose your personal information:

• To comply with any court order, law, or legal process, including to respond to any government or regulatory request.
• If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of ZFO or others.

Your Privacy Rights

You may, depending on the state you live in, have certain rights with respect to ZFO’s use and disclosure of your personal information.

Depending on where you live, you may have the right to request:

• Information about the personal information ZFO has collected, used, and disclosed about you.
• Deletion of your personal information.
• Correction of your personal information.
• Transmission of your personal information to another controller.
• Withdrawal of your consent at any time or object to any use of your personal information.

To exercise these rights, send us an email at privacy@zfozell.com. We may not accommodate a request to change information if we believe the change would violate any law or legal requirement or cause the information to be incorrect. If we are unable to provide the requested information or make the change you requested, we will provide you with the reasons for such decision.

ZFO will not discriminate against you in the event you exercise any of your privacy rights, such as by providing you with a different level or quality of products, based solely on this request.

Data Security

We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure.

The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of the Website or when interacting with one of our service providers, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.

Changes to Our Privacy Policy

It is our policy to post any changes we make to our privacy policy on this page. If we make material changes to how we treat our users’ personal information, we will notify you through a notice on the Website’s home page. The date this Privacy Policy was last revised is identified at the top of the page. You are responsible for periodically visiting the Website and this privacy policy to check for any changes.

Contact Information

To ask questions or comment about this privacy policy and our privacy practices, contact us at: privacy@zfozell.com.