Ascend Privacy Policy

Effective Date: September 25, 2026

At Ascend Private Client Services (“Ascend,” “we,” “us,” or “our”), we respect your privacy and understand that the information you share with us may be personal, sensitive, and important to you and your family.

This Privacy Policy explains how we collect, use, protect, and handle information when you visit https://ascendteam.net/, contact us, schedule a consultation, subscribe to our communications, or otherwise interact with our services.

Our goal is to handle your information with care, discretion, and respect.

1. Information We Collect

Depending on how you interact with Ascend, we may collect information such as:

Information You Provide Directly

When you contact us, request information, schedule a consultation, or communicate with our team, you may provide:

• Your name
• Email address
• Telephone number
• Mailing or business address
• Information about your family or circumstances that you choose to share
• Information relating to estate planning, trusteeship, property, or family administration
• Details about your professional advisors or other people involved in your situation
• Any other information you voluntarily provide to us

You are not required to provide information simply to browse our website. However, certain information may be necessary for us to respond to an inquiry or provide a requested service.

Information Collected Automatically

When you visit our website, certain technical information may be collected automatically, including:

• IP address
• Browser type and version
• Device type
• Operating system
• Pages visited
• Date and time of visits
• Referring website or page
• General website usage information

This information helps us understand how visitors use our website and improve its performance, security, and functionality.

2. How We Use Your Information

We may use information we collect to:

• Respond to your questions and inquiries
• Schedule and manage consultations
• Provide our services and client support
• Understand your circumstances and coordinate requested services
• Communicate with you regarding your engagement with Ascend
• Send information or updates you have requested
• Improve our website, services, and client experience
• Maintain website security and prevent misuse
• Comply with legal, regulatory, and professional obligations
• Establish, exercise, or defend legal rights where necessary

We will only use your information for legitimate business purposes and in accordance with applicable privacy laws.

3. Sensitive and Confidential Information

Because Ascend works with individuals, families, trustees, executors, attorneys, fiduciaries, financial advisors, and other professionals, you may choose to share information that is particularly personal or sensitive.

We ask that you only provide information that is reasonably necessary for your inquiry or engagement.

Information submitted through our website or communications should not be assumed to create an attorney-client relationship, financial advisory relationship, fiduciary relationship, or other professional relationship unless we have expressly agreed to provide such services.

Where appropriate, we will take reasonable administrative, technical, and organizational measures to protect information entrusted to us.

4. How We Share Information

We do not sell your personal information.

We may share information when reasonably necessary to operate our business, provide requested services, or meet legal obligations.

For example, information may be shared with:

• Service providers who help us operate our website or business
• Technology, hosting, scheduling, communication, or administrative providers
• Professional advisers assisting Ascend
• Other professionals or parties when you specifically authorize or request us to coordinate with them
• Government authorities, courts, regulators, or law enforcement where legally required
• Other parties where necessary to protect our rights, property, clients, or the safety of others

Where third-party service providers process personal information on our behalf, we expect them to handle that information appropriately and only for authorized purposes.

5. Website Forms and Communications

If you submit a form, email address, telephone number, or other information through our website, we may use that information to respond to your request.

If you subscribe to our newsletter or other communications, we may use your email address to send the information you requested.

You can unsubscribe from marketing or newsletter communications at any time by following the unsubscribe instructions included in the communication or by contacting us directly.

Please note that we may still send necessary service-related or administrative communications where appropriate.

6. Cookies and Similar Technologies

Our website may use cookies and similar technologies.

Cookies are small text files that can be stored on your device when you visit a website. They can help websites remember preferences, understand visitor activity, improve functionality, and maintain security.

We may use cookies for purposes such as:

• Essential website functionality
• Security
• Website performance
• Understanding website traffic and usage
• Improving the user experience
• Supporting analytics or other website features

You can generally control cookies through your browser settings. Disabling certain cookies may affect how some parts of the website function.

If third-party analytics, advertising, scheduling, or other services are used on our website, those providers may process information in accordance with their own privacy policies.

7. Third-Party Websites and Services

Our website may contain links to third-party websites, resources, or services.

Ascend is not responsible for the privacy practices, content, security, or policies of websites that we do not operate.

We encourage you to review the privacy policy of any third-party website before providing personal information.

8. Data Security

We take reasonable steps to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, online service, email transmission, or electronic storage system can be guaranteed to be completely secure.

For this reason, while we work to protect your information, we cannot guarantee absolute security.

9. Data Retention

We retain personal information for as long as reasonably necessary for the purposes for which it was collected, including providing services, maintaining business records, resolving disputes, enforcing agreements, and meeting legal, accounting, regulatory, or other obligations.

The length of time information is retained may vary depending on the nature of the information and the circumstances in which it was collected.

When information is no longer reasonably required, we may securely delete, anonymize, or otherwise dispose of it, subject to applicable legal requirements.

10. Your Privacy Rights

Depending on where you live and the laws that apply to you, you may have certain rights concerning your personal information.

These may include the right to:

• Ask what personal information we hold about you
• Request access to your personal information
• Ask us to correct inaccurate or incomplete information
• Request deletion of certain personal information
• Object to or restrict certain processing
• Withdraw consent where processing is based on consent
• Request a copy of certain information in a portable format
• Opt out of certain marketing communications

These rights are subject to applicable legal exceptions and limitations.

To make a privacy-related request, please contact us using the details provided below. We may need to verify your identity before completing certain requests.

11. California Privacy Rights

Ascend is located in California, and certain individuals may have privacy rights under applicable California privacy laws, including the California Consumer Privacy Act and related amendments, where those laws apply.

Depending on your circumstances and applicable law, California residents may have rights concerning access to, correction of, deletion of, or information about the collection and use of their personal information.

Ascend does not sell personal information in the ordinary meaning of that term.

If you would like to make a California privacy request, please contact us using the contact information below. We will review and respond to your request as required by applicable law.

12. Children’s Privacy

Our website and services are intended for adults and are not directed toward children under the age of 13.

We do not knowingly collect personal information from children under 13 through our website.

If you believe that a child has provided personal information to us, please contact us so that we can take appropriate steps.

13. International Visitors

Ascend may receive inquiries or provide services involving individuals located outside the United States.

If you access our website from another country, your information may be processed in the United States or other locations where Ascend or its service providers operate.

Privacy and data-protection laws may differ between countries. By using our website or providing information to us, you acknowledge that your information may be processed in accordance with applicable law.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, technology, legal requirements, or privacy practices.

When we make changes, we will update the Effective Date at the top of this page.

We encourage you to review this Privacy Policy periodically to stay informed about how we handle personal information.

15. Contact Us

If you have questions about this Privacy Policy, your personal information, or our privacy practices, please contact us.

Ascend Private Client Services

Email: info@ascendteam.net
Phone: +1 (415) 806-5676

Office:
1000 4th St, Suite 300
3rd Floor
San Rafael, CA 94901
United States

You can also contact us through the Contact section of our website:

https://ascendteam.net/

We take privacy seriously and will make reasonable efforts to address your questions and concerns.