Privacy.

Porte respects the confidentiality of individuals and families who contact the office. This page explains how information submitted through the website may be handled.

When you submit a review request or contact the office, you may provide information including your name, email address, current country of residence, nationality, family context, estimated asset range, objectives, timing, preferred contact method and any additional information you choose to share.

Information may be used to review whether there is a basis for a serious conversation, respond to inquiries, understand the nature of a potential engagement and maintain appropriate internal records.

Porte does not sell personal information.

Information is not shared with third parties except where necessary to respond to an inquiry, coordinate a requested review, comply with law or engage qualified professional advisors with appropriate discretion.

Where a matter requires legal, tax, banking, property or other specialist review, Porte may coordinate with professional advisors. Any such coordination will be handled with care and subject to the nature of the engagement.

Where there is no basis for a serious conversation, inquiry information may be deleted or archived.

Where a relationship proceeds, information may be retained as part of professional correspondence, internal records and engagement history.

Porte takes reasonable steps to protect information submitted through the website. No method of electronic transmission or storage is completely secure, and sensitive information should not be submitted unless necessary.

Individuals contacting Porte may be located in different jurisdictions. By submitting information, you acknowledge that it may be reviewed and stored in connection with Porte’s operations and professional coordination.

Questions regarding privacy may be sent to office@porteprivate.com.

This page may be updated from time to time.