PortePrivate
Terms

Terms of use.

This website is provided for general informational purposes. Use of the site does not create a client, advisory, legal or fiduciary relationship with Porte.

01

Use of Website

This website is operated by Porte for general informational purposes. By using the website, you agree to use it only for lawful purposes and in a manner consistent with these terms.

02

No Legal, Tax or Investment Advice

Information on this website does not constitute legal, tax, investment, immigration, financial or professional advice. The content is general in nature and may not apply to any individual family, structure, jurisdiction or circumstance.

Each family requires individual review by qualified counsel, tax advisors and other professional advisors before taking action.

03

No Client Relationship

Use of this website, reading its content or submitting an inquiry does not create a client, attorney-client, advisory, fiduciary or professional relationship with Porte.

A relationship with Porte begins only where expressly agreed in writing.

04

Review Requests

Porte reviews submissions individually. Submission of a review request does not guarantee a response, meeting, engagement or acceptance.

Porte may decline to respond where there is no clear basis for a serious conversation or where the matter falls outside the scope of the office.

05

Third-Party Advisors

Where appropriate, Porte may coordinate with external counsel, tax advisors, banks, property advisors, family-office service providers or other professional parties.

Any engagement with third-party professionals is subject to their own terms, duties and professional obligations.

06

Accuracy and Changes

Porte aims to present information carefully, but laws, regulations, policies and market conditions may change. No representation is made that information on this website is complete, current or applicable to any individual circumstance.

07

Limitation of Liability

To the fullest extent permitted by law, Porte is not liable for decisions taken based on general website information without individual professional review.

08

Intellectual Property

The design, text, structure, graphics and brand elements on this website belong to Porte or its licensors. They may not be copied, reproduced or reused without written permission.

09

Contact

Questions regarding these terms may be sent to office@porteprivate.com.