Privacy Policy
Effective Date: January 1, 2025
At REAS Capital, your privacy is of paramount importance. As a private family office dedicated to protecting and growing multigenerational wealth, we are deeply committed to safeguarding the confidentiality and security of your personal and financial information.
This Privacy Policy outlines how REAS Capital (“we,” “our,” or “us”) collects, uses, shares, and protects your information when you interact with us, whether through our website, communications, or other means.
Information We Collect
We may collect the following types of information:
Personal Information: Name, contact details (email, phone number, address), government-issued identification, and other information necessary to establish identity or comply with legal requirements.
Financial Information: Bank account details, investment preferences, financial statements, income, and other relevant financial data.
Transactional Information: Records of services requested and provided, account activity, and client communications.
Technical Data: IP address, browser type, and usage data collected through website analytics (if applicable).
How We Use Your Information
We use the information we collect to:
Provide tailored wealth management and advisory services;
Maintain and enhance the security of your information and our systems;
Fulfill our legal, regulatory, and compliance obligations;
Communicate with you regarding your account and services;
Analyze and improve our service offerings;
Maintain accurate records for business and administrative purposes.
Confidentiality and Information Sharing
REAS Capital does not sell, rent, or trade your personal information.
We may share your information only under the following limited circumstances:
With your explicit consent;
With trusted third-party service providers (e.g., custodians, tax advisors, legal counsel) who assist us in providing services, under strict confidentiality agreements;
When required by law, regulation, or legal process;
To protect the rights, property, or safety of REAS Capital, our clients, or others.
Data Security
We implement rigorous technical, administrative, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction. We continually update our practices to respond to evolving threats and industry standards.
Rights and Choices
You may:
Inquire about how your data is used or shared;
Withdraw consent for specific uses of your information, where applicable;
Request deletion of your information, subject to legal and regulatory obligations.
Request access to or correction of your personal information;
To exercise these rights, please contact us at the information below.
Data Retention
We retain personal and financial information only for as long as necessary to fulfill the purposes described in this policy and to meet regulatory, legal, or contractual obligations.
Updates to this Policy
We may update this Privacy Policy from time to time to reflect changes in legal requirements or our business practices. Any updates will be posted on our website with the revised effective date.
Contact Us
If you have any questions or concerns regarding this Privacy Policy or how we handle your information, please contact us:
Call (564) 224-2607
Email:[email protected]