Family Portal Privacy Policy

WE Family Offices, LLC (“WE”) is committed to protecting the confidentiality of our clients’ personal financial information. However, because of the unique nature of the Internet and our online client portal, we believe it will be helpful to have an overview of how this commitment is applied when we store, present, use and protect your personal information when you visit our online portal.

The types of information we collect and how it is used

We collect and/or store personal information provided by you or your representative as you use the portal. We may use this information for many purposes including processing transactions in your account, responding to product applications and questions, and to fulfill regulatory requirements. The information we collect is used to deliver any services you have requested. We maintain strict policies to protect against the unauthorized disclosure or use of customer information and maintain extensive safeguards to prevent unauthorized access.

Note: Any information you post, save, upload or otherwise transmit to any section of WE’s internet portal may be subject to disclosure to third parties in connection with a properly authorized civil, criminal or regulatory investigation or subpoena or summons by federal, state or local authorities.


What are Cookies? – A cookie is a piece of information that our web server stores on your computer’s hard drive and retrieves later. A cookie does not allow our web site to access your computer’s files or any information you may have stored on your computer.

We do not use cookies to collect or track personal information, or record information that will enable anyone to contact you via telephone, e-mail, or regular mail.


WE has the following security measures in place designed to make your data on our portal more secure:

There are continuously new threats to data security and no one can guarantee that electronic data you store remotely - including the data on our portal - will be 100% secure. Nevertheless, we have taken these measures designed to protect the security of your information contained on our portal.

One of the most important priorities in providing you with integrated family office services is the security of your personal financial information. When you send personal information to us over the Internet, our security standards guard it in several ways. For certain communications, we use secure transmissions to encrypt or password-protect information, which helps protect it from interception by a third party. The use of firewalls, pass codes and other safety features we’ve installed also help ensure that the information you provide us remains safe and secure.

Security is a crucial issue we face in making online services available to our customers. Using industry standard security techniques ensures that your personal financial information remains confidential. We use security technologies such as: your personal user identification and password, encryption and firewalls. The combination of your user identification and password enables you to be uniquely identified to our online application. It is your responsibility to keep your password secure. You will also need to use a secure browser. Certain browsers have the ability to communicate securely by encrypting the information as it passes across the Internet. This method of communication is called Secure Socket Layer (SSL). Additionally, your information passes through a “firewall” which is a computer specifically designed to keep out unauthorized users.

Your Internet Browser To verify that your online session is secure, as you browse through the resources available on the Internet, you’ll notice that your browser’s status bar changes with the Web page you have loaded. You can check your browser for a security icon. For example, Microsoft displays the icon in the lower right corner of the browser window. You should see a padlock graphic either locked or unlocked.

You can also check the Internet page’s security information to ensure that the certificate for the site you are visiting is authentic and valid.