Family Office Advisors LLC (FOALLC) collects nonpublic personal information about you from the following sources:

  •  Information we receive from you in meetings with you, on questionnaires, on documents you provide us, and other exchanges between you and us; and
  •  Information about your holdings and transactions with us, our affiliates, your custodian(s), broker(s), and others.

FOALLC does not disclose any nonpublic personal information about you to anyone except as permitted or required by law, or upon your specific instructions, authorization or consent.

We do not sell clients’ or potential clients’ personal information.

If you decide to terminate your relationship with FOALLC, we will adhere to the privacy policies and practices described in this notice.

We restrict access to your nonpublic personal and account information to those Principals, employees and agents who need to know that information to provide services to you.  We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.

FOALLC makes every effort to keep your personal information accurate and up-to-date.  If you identify any error in your personal information or need to make a change to that information, please contact us and we will promptly update our records.

Written Disclosure Statement
Federal and State regulations require that we annually offer without charge each of our clients a copy of our form ADV Part II.  If you would like to receive a copy of this form, please let us know.

Annual Privacy Notice and Offer of Written Disclosure Statement