Ascend Terms & Conditions

Effective Date: September 25, 2026

Welcome to Ascend Private Client Services (“Ascend,” “we,” “us,” or “our”). These Terms & Conditions govern your use of https://ascendteam.net/ and your interactions with our website and services.

By accessing or using our website, you agree to these Terms & Conditions. If you do not agree with them, please do not use the website.

1. About Ascend

Ascend Private Client Services provides private client support, estate-plan implementation, coordination, logistical assistance, and related services to individuals, families, trustees, executors, attorneys, fiduciaries, and other professional advisers.

Information provided through our website is intended to help visitors understand our services and how to contact us.

2. Use of Our Website

You agree to use our website only for lawful purposes.

You must not:

• Use the website in a way that violates applicable laws or regulations.

• Attempt to gain unauthorized access to our website, systems, or accounts.

• Interfere with the operation or security of the website.

• Introduce malicious software, code, or other harmful material.

• Copy, reproduce, modify, or distribute website content without permission.

• Use information obtained from the website for fraudulent, misleading, or unlawful purposes.

• Attempt to interfere with another person’s use of the website.

We reserve the right to restrict or terminate access to the website where we reasonably believe these Terms & Conditions have been violated.

3. Information on Our Website

We make reasonable efforts to ensure that information published on our website is accurate and useful.

However, website content is provided for general informational purposes and may not always be complete, current, or applicable to your particular circumstances.

We may update, modify, add, or remove website content at any time without prior notice.

4. No Professional Advice

Information provided on this website should not be considered legal, tax, accounting, financial, investment, medical, or other professional advice.

Ascend’s services may involve coordination with attorneys, financial advisers, accountants, trustees, fiduciaries, and other professionals.

Nothing on this website should be interpreted as establishing a professional advisory relationship merely because you access the website or submit an inquiry.

You should obtain advice from an appropriately qualified professional before making legal, financial, tax, investment, or other professional decisions.

5. No Client Relationship Through Website Use

Simply visiting this website, submitting a contact form, sending an email, or requesting information does not automatically establish a client, fiduciary, advisory, attorney-client, or other professional relationship with Ascend.

A relationship is established only when Ascend and the relevant client expressly agree to an engagement or other arrangement.

Until such a relationship has been established, you should not send confidential or highly sensitive information through an ordinary website contact form or unsolicited email.

6. Consultations and Service Engagements

If you request services from Ascend, additional terms may apply to your engagement.

Where applicable, the scope of services, responsibilities, fees, payment arrangements, confidentiality obligations, and other terms will be set out separately in an engagement agreement or other written agreement.

If there is a conflict between these website Terms & Conditions and a signed agreement governing a specific engagement, the applicable written engagement agreement will generally control with respect to that engagement.

7. Third-Party Professionals and Services

Ascend may coordinate with or communicate with third-party professionals or service providers as part of providing requested services.

These may include attorneys, accountants, financial advisers, trustees, fiduciaries, property professionals, technology providers, administrative providers, and other specialists.

Unless expressly agreed otherwise, Ascend does not control or guarantee the services, advice, actions, or omissions of independent third parties.

You should review the terms and qualifications of any third-party professional before relying on their services or advice.

8. Third-Party Websites

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

These links are provided for convenience or informational purposes.

Ascend does not necessarily endorse, control, or assume responsibility for third-party websites, their content, availability, security, privacy practices, or services.

Your use of third-party websites is subject to the terms and policies of those websites.

9. Intellectual Property

Unless otherwise stated, the content on this website—including text, graphics, logos, photographs, designs, page layouts, branding, and other materials—is owned by or licensed to Ascend and is protected by applicable intellectual property laws.

You may view and use the website for your personal or legitimate business purposes.

You may not reproduce, republish, distribute, modify, sell, license, or commercially exploit website content without our prior written permission.

Nothing in these Terms & Conditions transfers any intellectual property rights to you.

10. Website Availability

We aim to keep our website available and functioning properly, but we do not guarantee that the website will always be:

• Available without interruption

• Free from errors

• Free from viruses or other harmful components

• Compatible with every device or browser

• Completely accurate or current

We may temporarily suspend or modify the website for maintenance, security, upgrades, or other operational reasons.

11. Communications

If you contact Ascend through the website, email, telephone, or another communication channel, we may use the information you provide to respond to your inquiry or provide requested services.

Electronic communications may be subject to risks associated with transmission over the internet.

For information about how we collect and use personal information, please review our Privacy Policy.

12. Confidentiality

Ascend understands that clients and prospective clients may provide information that is personal or sensitive.

We will handle information in accordance with our applicable privacy and confidentiality obligations.

However, unless a separate written agreement provides otherwise, submitting information through this website does not by itself create a legally binding confidentiality or professional relationship.

You should avoid submitting highly confidential information through publicly accessible website forms.

13. Limitation of Liability

To the fullest extent permitted by applicable law, Ascend and its owners, employees, contractors, representatives, and service providers will not be liable for indirect, incidental, consequential, special, or similar losses arising from or relating to your use of this website.

This may include losses resulting from:

• Website interruptions

• Technical problems

• Reliance on general website information

• Third-party websites or services

• Unauthorized access or security incidents beyond our reasonable control

• Loss or corruption of information

• Decisions made based solely on information available through the website

Nothing in these Terms & Conditions excludes or limits liability where such exclusion or limitation is prohibited by law.

14. Indemnification

To the extent permitted by applicable law, you agree to indemnify and hold harmless Ascend and its owners, employees, contractors, representatives, and service providers from claims, losses, liabilities, damages, costs, and expenses arising from:

• Your misuse of the website

• Your violation of these Terms & Conditions

• Your violation of applicable laws or regulations

• Your infringement of another person’s rights

• Information or material you submit to the website unlawfully

15. Privacy

Your use of the website is also subject to our Privacy Policy.

Our Privacy Policy explains how we collect, use, disclose, and protect personal information.

Please review the Privacy Policy before submitting personal information through our website.

16. Changes to These Terms

We may update these Terms & Conditions from time to time.

Changes may be made to reflect changes in our services, business practices, technology, or applicable laws.

When changes are made, we will update the Effective Date shown at the beginning of this page.

Your continued use of the website after changes are posted means that you accept the updated Terms & Conditions.

17. Governing Law

These Terms & Conditions will be governed by the laws applicable in the State of California, United States, without regard to conflict-of-law principles, unless applicable law requires otherwise.

Any dispute arising from or relating to these Terms & Conditions or your use of the website will be subject to the applicable courts having jurisdiction.

18. Severability

If any provision of these Terms & Conditions is found to be invalid, unlawful, or unenforceable, that provision will be interpreted or modified to the extent necessary to make it enforceable where permitted by law.

The remaining provisions will continue to apply.

19. Entire Agreement

These Terms & Conditions, together with our Privacy Policy and any other applicable agreements or policies referenced on this website, constitute the terms governing your use of the website.

They do not replace any separate written agreement that you may enter into with Ascend for specific services.

20. Contact Us

If you have questions about these Terms & Conditions, 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

Website: https://ascendteam.net/