Privacy Policy

1. Introduction

Medici Advisors, LLC ("we," "us," or "our") operates thefogroup.com (the "Platform"), operating as The Family Office Group. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Platform. By accessing or using the Platform, you agree to the terms of this Privacy Policy.

2. Information We Collect

2.1 Information You Provide

When you register for an account and complete the onboarding process, we collect:

• Personal identifiers: first name, last name, email address, phone number
• Professional information: job title/position, LinkedIn profile URL
• Family office details: office name, office type, source of wealth, generations served, sectors of expertise
• Investment information: asset classes of interest, average check sizes (funds and direct/co-invest), investment gaps and interests
• Technology stack: general ledger system, asset aggregator, bill pay system, document manager (shared at your discretion)
• Philanthropy information: philanthropic vehicle details, foundation/charity names and websites, areas of focus
• Profile picture (optional)

2.2 Information Generated Through Use

As you use the Platform, we collect:

• Events: events you create, attend, or interact with
• Messages: content of messages exchanged with other members through the Platform's messaging system
• Manager directory contributions: manager listings you add and your follow/association preferences
• Notes: private notes you create about other members

2.3 Information Collected Automatically

We may collect standard technical information such as your IP address, browser type, device information, and usage patterns through our hosting and authentication providers. We do not currently use first-party analytics or tracking cookies.

3. How We Use Your Information

We use the information we collect to:

• Create and manage your account
• Provide access to the member directory and enable networking between family office professionals
• Facilitate event creation, attendance tracking, and event-related notifications
• Enable messaging between members
• Send transactional emails (event invitations, reminders, join notifications)
• Display member profiles and family office information to other authenticated members
• Maintain Platform security and enforce rate limits
• Improve the Platform and develop new features

4. How We Share Your Information

4.1 With Other Members

Certain information is visible to other authenticated members of the Platform, including your name, position, family office name, and information you have chosen to share (such as investment focus, technology stack, and philanthropy details). Private notes you create about other members are visible only to you.

4.2 With Service Providers

We use the following third-party service providers to operate the Platform:

• Clerk — authentication and identity management
• Convex — database hosting and serverless backend
• Vercel — web application hosting
• Resend — transactional email delivery
• Stripe — payment processing (when applicable)

These providers process your data only as necessary to perform their services and are bound by their own privacy policies.

4.3 Legal Requirements

We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court order or government agency).

4.4 No Sale of Data

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

5. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you with the Platform's services. If you wish to delete your account, please contact us at the email address below and we will remove your data within a reasonable timeframe, except where we are required to retain it for legal or compliance purposes.

6. Data Security

We implement appropriate technical and organizational measures to protect your personal information. These measures include encrypted data transmission (HTTPS), secure authentication via Clerk, and server-side rate limiting to prevent abuse. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

7. Cookies and Tracking

The Platform uses essential cookies required for authentication and session management (provided by Clerk). We do not use advertising cookies, third-party tracking pixels, or analytics cookies. Your browser settings may allow you to manage cookie preferences, but disabling essential cookies may prevent you from using the Platform.

8. Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access: request a copy of the personal data we hold about you
• Correction: request correction of inaccurate or incomplete data
• Deletion: request deletion of your personal data
• Portability: request a copy of your data in a structured, machine-readable format
• Objection: object to certain processing of your data

To exercise any of these rights, please contact us using the information provided below.

9. Children's Privacy

The Platform is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child, we will take steps to delete that information promptly.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last updated" date. Your continued use of the Platform after any changes constitutes your acceptance of the updated policy.

11. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your data rights, please contact us at:

Medici Advisors, LLC (operating as The Family Office Group)
Email: privacy@thefogroup.com