Privacy

This Privacy Notice (“Notice”) describes how Family Wealth Alliance, Inc. (“The Family Wealth Alliance”, “FWA”, “we,” “our,” “us”) collects, uses, and discloses certain personal information obtained when you visit our website (“Site”) or enroll in services provided by us (together, the “Services”). By using our Services and providing us with personal information about you, you are agreeing to the terms of this Notice.

PERSONAL INFORMATION WE COLLECT

We collect personal information directly from you when you use our Services, including when you join FWA as a member, subscriber or sponsor firm, visit our Site, register for or speak at our events, subscribe to our newsletters, participate in our research studies or surveys, or contact us. We may also collect information about you such as your name, email address, and phone number from our partners or other third parties if you are referred to us by them.

We also collect your personal information automatically when you interact with our Services or otherwise browse the Site.

Member, subscriber and sponsor registrations. When you join FWA as a member, subscriber, or sponsor and register with us, we collect personal information, including your name, company name, phone number, address(es), email address, and the name of your referral (if you choose to provide one).

Events. We collect registration details from you such as your name, email address, phone number, gender, dietary restrictions, and emergency contact information when you register to speak at or attend our events. Please review The Family Wealth Alliance’s Event Terms and Conditions for additional details on the use and protection of the personal information we collect in these contexts.

Newsletter subscriptions. We collect your name and email address when you subscribe to our monthly newsletter.

Transaction information. After a member, subscriber, or sponsor has registered with us, we may collect personal information about transactions with FWA, including membership and event ticket purchase history, and similar information relating to the account.

Contact information. To the extent you use the “Contact Us” feature on our Site, we will collect the personal information you provide to us, which may include your name, company name, email address, and phone number.

Cookies. A cookie is a small file that is transferred from our Site to the hard drive of your computer upon your use of our Site. Cookies ensure our Site works as intended, personalize and capture your preferences on our Site, and improve your experience with our services.

We use the following categories of cookies:

Strictly necessary cookies: These cookies are required for the operation of our Site. They are essential for ensuring that you experience a continuous and unified experience across the website, and do not lose the ability to utilize various features and functionality. They include, for example, cookies that enable you to log into secure areas of our website, and to complete editable fields across multiple pages.

Performance cookies: These cookies allow us to better understand how visitors use our website, including how visitors navigate our website and which pages are viewed most frequently. The information collected by these cookies does not personally identify any visitor. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily.

Functionality cookies: These cookies are used to recognize you when you return to our website. They enable us to personalize our content for you, greet you by name, and remember your preferences (for example, your choice of language or region). These cookies cannot track your activities on other websites.

More information about the individual cookies we use and the purposes for which we use them are described in the table below:

CookieCookie NamePurpose

Session CookiePHPSESSIDThis cookie is used for session management. It is used as temporary management while you navigate the website and is deleted once the session is over/browser is closed.

Session Cookie[Organization name]_PyroCMSUsed to remember you as you travel from page to page in a single session (without leaving the website) in order to provide a continuous and unified experience.

Functionality Cookie[NID, AND, 1P_JAR 7 consentThese cookies are used by Google Captcha on pages / forms where enabled and are used to identify if the user is real or a programmed bot.

 

 

 

 

 

 

 

 

 

You can control cookies through your browser settings on your web browser. It is possible, for example, to block cookies by activating a setting on your browser that allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies, our website may not work as intended. For more information on managing and deleting cookies, visit www.allaboutcookies.org.

Pixel tags. A pixel tag (also known as a web beacon, clear graphics interchange format (GIF), pixel, or tag) is an image or a small string of code that may be placed in an advertisement or email. It allows companies to set or read cookies or transfer information to their servers when you load a webpage or interact with online content. For example, on our Site and in emails we sometimes include a GIF. They allow us to keep your session active while you may be doing research so that you will not have to log in again when you return to our Site. In an email message, we may embed a GIF in the message that allows us, for example, to determine if your email reader is HTML capable or how fast your connection to the Internet is. This allows us to deliver content in a format most appropriate to your computer's capabilities.

Third-party plugins. Our Services may include plugins from other companies, including social media companies. These plugins may collect information, such as information about the pages you visit, and share it with the company that created the plugin even if you do not click on the plugin. Third-party plugins are governed by the privacy policies and terms of the companies that created them.

Aggregated and de-identified information. From time to time, we may also aggregate or deidentify information about your use of our Services, such as the pages you visit. Such aggregated information will not identify you personally.

HOW WE USE AND PROCESS YOUR INFORMATION

We use and process your personal information for the following purposes:

To provide you with our Services, including administering your registration, facilitating personalized networking opportunities, maintaining a network directory, providing you with mentorship opportunities, and hosting events

To respond to your inquiries and provide you with customer support

To comply with legal requirements

To improve our Services and your user experience

To support, develop, troubleshoot, and debug our Site

To create, maintain, customize, and secure your online account with us

To market and recommend offerings that we believe may interest you

To measure the effectiveness of our messages 

To protect against and prevent fraud and unauthorized transactions, investigate complaints and claims, verify your identity, and provide other security protections

To manage our organization

To use your information for any other purpose with your consent

WITH WHOM AND WHY WE SHARE YOUR INFORMATION

We share your information with other parties for a variety of purposes related to the operation of our business, as described below.

We may share your personal information with our affiliates, and unaffiliated  service providers and business partners to help conduct our business, such as by providing our Services and supporting our everyday operations, including marketing, business development, analysis, research, reporting, and management

Government agencies to support legal and regulatory requirements

Third parties to whom you direct or authorize us to disclose your personal information, independent of or in connection with your relationship with FWA

Third parties for fraud protection and risk reduction, and to protect the rights, property, or safety of our firm, our members, subscribers, and sponsor firms, or others

Our lawyers, auditors, consultants, and other third-party personnel

CORRECTING AND UPDATING YOUR INFORMATION

If you have an account with us and have a concern about your personal or account information maintained at FWA, or want to correct, update, or confirm your information, please call us at 312-248-8820 or email us at info@FWAlliance.com. We will be happy to review and update our records as appropriate. You may also log in to our Site and send us an email from the Contact Us section.

Others who use our Services can also contact us at 312-248-8820 or email us at info@FWAlliance.com to correct, update, or confirm your personal information.

EMAIL COMMUNICATIONS AND OPTING OUT

Email is an important communication channel between FWA and our members and subscribers.

We may also use your email address to send you information about Services we believe may be of interest to you. If you do not want to receive email related to these Services, call us at 312-248-8820 or email us at info@FWAlliance.com. You may also log in to our Site and send us an email from the Contact Us section.

You may unsubscribe from our newsletter at any time by clicking on the unsubscribe link at the bottom of each newsletter email. Please note that doing so will not remove you from any service emails, alerts, or other information to which you are subscribed.

YOUR DATA RIGHTS

In addition to the disclosures and rights set forth elsewhere in this Notice, you may have certain data rights based on applicable state law. Please refer to our Privacy Notice for United States Residents for more information.

EXTERNAL LINKS

The Services may contain links to third-party websites. If you use these links, you will leave the Services. We have not reviewed these third-party sites and do not control and are not responsible for any of these sites, their content, or their privacy policy. Thus, we do not endorse or make any representations about them, or any information, software, or other products or materials found there, or any results that may be obtained from using them. If you decide to access any of the third-party sites listed on our Site, you do so at your own risk.

DATA SECURITY

We employ physical, technical, and administrative procedures designed to safeguard the personal information we collect online. However, no website is 100% secure, and we cannot ensure or warrant the security of any information you transmit to the Services or to us. You transmit such information at your own risk. You can also help protect your identity and accounts. Here are a few steps to remember:

We will never request your account number or login password in either a non-secure or unsolicited email communication.

Be sure to shred documents that contain personal information.

LOCATION OF DATA PROCESSING

FWA operates its business in the United States and does not direct its activities to individuals in the European Union or European Economic Area. If you access the Services from outside the United States, the information that we collect through or in connection with the Services will be processed in the United States for the purposes described above. We also may subcontract the processing of your information to, or otherwise share your information with, affiliates or third parties in the United States or countries other than your country of residence. The data-protection laws in these countries may be different from, and less stringent than, those in your country of residence. By using the Services or by providing any personal or other information to us, you expressly consent to such processing.

MINORS

Our Services are directed at individuals over the age of 18. We do not knowingly collect Personal Information from individuals under 18 years of age. If you are under 18, do not use or provide any information on our Site on or through any of its features, register on the Site, including your name, address, telephone number, email address, or any username you may use.

UPDATES TO THIS NOTICE

We may update or change this Privacy Notice from time to time without advance notice. Should any new Privacy Notice go into effect, we will post it on our website. When we make changes, we will update the “Effective Date” at the bottom of this page. Any changes to this Privacy Notice will become effective when posted.

HOW TO CONTACT US

Should you have any questions or concerns about this Notice, you can contact us by calling 312-248-8820, emailing info@FWAlliance.com, or sending correspondence to:

Family Wealth Alliance, Inc.

150 South Wacker Dr., 12th Floor

Chicago, IL 60606

 

Effective: September 1, 2026