Privacy Policy

The Executor & Associates > Privacy Policy

Privacy Policy Effective Date: March 26, 2025

At The Executor & Associates, we value and respect your privacy particularly given the highly confidential, sensitive, and strategic nature of our work. This Privacy Policy outlines how we collect, use, store, and protect your information when you interact with our website, services, and communications.

1. Information We Collect

We may collect the following types of information:

  • Personal information you voluntarily provide through our forms (e.g., name, email, company, phone number).

  • Professional or institutional data shared through consultations, service intake, or training registration.

  • Behavioral and usage data through cookies and analytics tools (e.g., IP address, browser type, device ID, page engagement, referral source).

  • Confidential documentation submitted for strategic review or analysis under non-disclosure.

2. How We Use Your Information

We use collected information to:

  • Deliver contracted services, including assessments, strategy, training, or confidential counsel.

  • Communicate securely and efficiently with clients and stakeholders.

  • Vet inquiries for security and authenticity.

  • Enhance our website’s functionality, cybersecurity posture, and data control architecture.

  • Comply with legal obligations or internal audit policies under international compliance standards.

3. Sharing Your Information

We do not sell, rent, or share your personal data for advertising or commercial solicitation. We may share your information only when necessary with:

  • Internal personnel under signed confidentiality, security, and access control protocols.

  • Vetted third-party providers who support our IT, cybersecurity, or communication infrastructure.

  • Legal counsel or regulatory authorities, when mandated by law or internal incident response procedures.

All data transfers are performed under confidentiality agreements and monitored via secure encrypted channels.

4. Data Security

Given the sensitivity of our client engagements, we maintain advanced, enterprise-grade data security protocols, including:

  • End-to-end encryption of stored and transmitted data

  • Strict access limitations and credential-based permissions

  • Periodic audits and penetration testing by external cybersecurity firms

  • Multi-factor authentication (MFA) for all internal platforms

  • Incident response protocols for any potential breach or exposure event

Your data is protected with the same discretion, integrity, and vigilance that we apply to every aspect of our firm.

5. Cookies and Tracking

Our site uses cookies, scripts, and pixel tags to:

  • Monitor traffic and engagement analytics

  • Prevent malicious bot activity and unauthorized scraping

  • Customize your user experience based on preferences or device usage

You may opt out or restrict cookies through your browser settings, though certain functionalities may be limited.

6. Your Rights and Choices

You may:

  • Opt out of non-essential communications at any time

  • Request access, correction, or deletion of your personal data by contacting us

  • Request a copy of any signed confidentiality or data agreements pertaining to your engagement

We will respond to such requests in compliance with global data protection standards, including GDPR and CCPA where applicable.

7. Third-Party Links

Our website may contain links to third-party platforms or external resources. We are not responsible for the privacy, security, or content practices of these third parties.

8. Data Retention

Client data is retained only for the duration necessary to fulfill engagement, legal, or audit purposes. Any data no longer required will be securely purged from our systems in accordance with our internal data lifecycle protocols.

9. Updates to This Policy

We reserve the right to update or revise this Privacy Policy as our services, technologies, or legal obligations evolve. The most current version will always be available on our website with a revised effective date.

10. Contact Us

For privacy inquiries, security concerns, or data access requests, please contact: The Executor & Associates
Email: contact@executorandco.com
Website: www.executorandco.com
Phone: +1 (781) 228-1488