Wilmington Family Office

Privacy

Your Privacy Is Important To Us

At Wilmington Family Office, Inc. (WFO), we value our relationships with our clients. We rely on a personalized approach to meeting your needs, and we work hard every day to ensure that you receive an exceptional level of service. We consider information and data that we receive about you to be private and confidential, and we maintain high standards in the safekeeping and use of this information. Even if you are no longer our client, we will continue to treat your information in the same way as if you were still a client.

Protecting your privacy is a critical component of the way that we do business. At WFO, we do not sell client lists or any other information about any of our clients to anyone. Period. Our relationship management philosophy means that we want to work with you to help you achieve your goals. Selling your information to others would be contrary to that philosophy.

In addition to protecting the confidentiality of your information, we are also very careful to safeguard the security of your information, including through the internet. We restrict access to your personal and account information to those staff members who need to know that information to provide products and services to you. In addition, we diligently maintain physical, electronic, and procedural safeguards that comply with federal standards to guard the security of your information.

What Information We Obtain:

Since some of the information we obtain about you is not publicly available, we take great care to ensure that this information is protected from unauthorized access, and we would not share your information in violation of any regulation or law. This information, also called "non-public personal information," is obtained when we provide a service to you. We may obtain this type of information about you from the following sources, among others:

• Your applications, financial statements, tax returns, or other forms we obtain from you which may include your name, address, social security number and information about your financial arrangements;
  
  
• Communications we have with you, including by telephone, mail, e-mail, or face-to-face contact;
  
  
• Account history, including information about the transactions we have requested, on your behalf, and balances in your account; and,
  
  
• Information we obtain about you from third parties, such as your professional advisors, attorneys and former accountants, who may provide us with financial, investment history, and tax information about you.

When We Share Your Information at WFO:

We will not release information about you or your accounts except as permitted by law, including under the following typical circumstances:

• We receive your prior consent;
  
  
• The recipient is your authorized representative, such as an attorney;
  
  
• The recipient is a broker, custodian, or other service provider with which we must share information in order to service or manage your account;
  
  
• The recipient is someone that you have asked us to contact and provide your personal information to in order to obtain a service, such as an insurance or credit card, for you;
  
  
• The recipient is an affiliate and the information is needed by the affiliate as part of the management of your accounts; or,
  
  
• We are required by law, regulation, or subpoena to release the information to the recipient.

About "Cookies"

A "cookie" is a small text file placed on your computer hard drive by our web server. Cookies are commonly used on websites and do not harm your system or read or collect information from your computer's hard drive. To better serve you and to provide a more effective website, we use "cookies" as part of our interaction with your web browser.

We use cookies to determine if you have previously visited our website, to log the pages you use on our site, and for a number of administrative purposes - for example, to store your preferences for certain kinds of information. These cookies do not collect personally identifiable information, but we may combine information collected through cookies with other personal information you have provided to us in connection with your use of our website to determine who you are or your email address. All of this information helps us in our efforts to continually improve our website and to be responsive to your specific needs.

Cookies will not contain information that will enable anyone from WFO to contact you via telephone, e-mail, or U.S. mail. You can set up your web browser to inform you when cookies are present or to prevent cookies from being set up.

However, by rejecting a cookie, some of the features available on our website may not function properly or be accessible to you. If while inside our website you receive a pop-up box asking if you would like to "accept the cookie," you must answer "yes" in order to advance beyond the area that prompted the message.

Email

We may preserve the content of your email, your email address, and our response so that we can more efficiently handle any questions you may have and also to meet legal and regulatory requirements. If we think that a particular WFO product or service may help you achieve your goals, we may occasionally contact you at your email address to inform you of its potential benefits and availability.

We may revise our privacy policy in the future. If you would like a current copy of our privacy policy, you may call us at
(302) 651-8160.

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