Legacy Builders (“Legacy Builders,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us.

Legacy Builders is operated by Greenstein Rogoff, Olsen & Co., LLP (“GROCO”). This Privacy Policy explains how Legacy Builders and GROCO collect, use, disclose, and protect information when you visit our websites, register for an event or gathering, submit a form, request information, communicate with us, or otherwise interact with Legacy Builders.

This Privacy Policy applies to websites and online services operated for Legacy Builders, including grocolb.com, gather.grocolb.com, and other Legacy Builders webpages, forms, registration pages, landing pages, and related digital services that link to this Privacy Policy (collectively, the “Services”).

By using the Services or providing information to us, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect
We may collect personal information directly from you, automatically through your use of our Services, and, where appropriate, from third parties.
Information You Provide Directly depending on how you interact with Legacy Builders, we may collect information such as:

• Name

• Email address

• Telephone number

• Mailing address

• Company, organization, or family office name

• Job title or professional role

• Professional and business contact information

• Information regarding your family office, business, foundation, nonprofit organization, or other organization

• Areas of professional interest

• Information submitted through registration, application, speaker, sponsor, contact, or request forms

• Event registration and attendance information

• Dietary, accessibility, or other event-related preferences you voluntarily provide

• Communications and correspondence with Legacy Builders or GROCO

• Feedback, survey responses, and other information you voluntarily provide

If you register for a Legacy Builders gathering or other paid event, payment information may be collected and processed by our third-party payment processors. Legacy Builders generally does not directly store complete payment card numbers.

Family Office and Participant Information
Certain Legacy Builders experiences are curated for particular audiences, including family offices, families, entrepreneurs, foundations, nonprofit organizations, and professional service providers.

If you request access to an event or register under a particular participant category, we may collect information reasonably necessary to verify your eligibility, affiliation, professional role, or organizational relationship.

This may include information that you provide directly as well as information available through professional websites, company websites, public records, professional networks, or other publicly available sources.

Speaker and Sponsor Information
If you express interest in speaking at, sponsoring, supporting, or participating in a Legacy Builders program, we may collect information regarding your:

• Professional background

• Organization

• Areas of expertise

• Proposed speaking topics

• Sponsorship interests

• Services or capabilities

• Relevant professional experience

• Other information you choose to submit

Information Collected Automatically
When you use our websites or digital services, certain information may be collected automatically, including:

• Internet Protocol (IP) address

• Browser type

• Device type

• Operating system

• Referring website

• Pages viewed

• Links clicked

• Date and time of visits

• Approximate geographic location derived from IP address

• Website interaction and navigation information

• Cookie and similar technology identifiers

We may use cookies, pixels, analytics tools, and similar technologies to understand how visitors interact with our Services, improve website functionality, measure performance, and support our communications and marketing activities.

2. How We Use Information
We may use personal information for purposes including:

• Operating and improving Legacy Builders and its Services

• Responding to inquiries and requests

• Processing registrations and applications

• Managing event attendance

• Verifying eligibility for certain Legacy Builders programs or participant categories

• Communicating about gatherings, programs, services, and opportunities

• Providing information requested by users

• Facilitating introductions or conversations requested by participants

• Reviewing speaker and sponsorship inquiries

• Providing customer or participant support

• Processing transactions and maintaining transaction records

• Managing our relationships with participants, families, family offices, sponsors, speakers, service providers, and other organizations

• Personalizing communications and experiences

• Conducting surveys and gathering feedback

• Understanding website usage and improving our digital experience

• Maintaining the security and integrity of our systems

• Preventing fraud, misuse, or unauthorized activity

• Complying with legal, regulatory, accounting, and reporting obligations

• Establishing, exercising, or defending legal rights

• Carrying out other purposes disclosed to you when information is collected

We may also use information for legitimate business purposes that are reasonably related to the context in which the information was provided.

3. Communications and Marketing
If you provide us with your contact information, we may communicate with you regarding Legacy Builders gatherings, programs, content, services, opportunities, and other matters that we believe may be relevant to your relationship with Legacy Builders or GROCO. Where required by law, we will obtain appropriate consent before sending marketing communications.

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in those communications.

Even if you unsubscribe from marketing communications, we may continue to send transactional or administrative communications, such as registration confirmations, payment receipts, event information, responses to requests, or other communications related to an existing relationship with us.

4. Cookies and Similar Technologies
Our Services may use cookies and similar technologies to operate our websites, remember preferences, understand website usage, analyze traffic, improve performance, and support marketing activities.

These technologies may collect information regarding your browser, device, interactions with our Services, and websites or pages visited.
We may use third-party technology providers for services such as:

• Website hosting

• Customer relationship management

• Forms and registrations

• Analytics

• Payment processing

• Email communications

• Event management

• Marketing

• Website performance and security

Depending on your browser and location, you may be able to control certain cookies through your browser settings or through cookie preference tools made available on our websites.

Disabling certain cookies may affect the functionality of portions of the Services.

5. How We Disclose Information
We do not disclose personal information indiscriminately.

We may disclose personal information in the following circumstances.

Service Providers
We may provide information to vendors and service providers that perform services on our behalf, such as:

• Website hosting providers

• Customer relationship management platforms

• Email and communications providers

• Payment processors

• Event registration platforms

• Analytics providers

• Technology and security providers

• Professional advisers

• Event venues and event-related service providers

These organizations may process information as necessary to provide services to us or as otherwise permitted by applicable law.

GROCO and Affiliated Operations
Because Legacy Builders is operated by Greenstein Rogoff, Olsen & Co., LLP, information collected through Legacy Builders may be accessible to or used by appropriate GROCO personnel for the purposes described in this Privacy Policy.

Events and Requested Introductions
Legacy Builders is designed in part to facilitate relationships and meaningful connections among participants.

If you request an introduction, participate in networking activities, agree to have your information shared, or otherwise reasonably expect information to be provided to another participant, speaker, sponsor, organization, or professional, we may disclose relevant information for that purpose.

We will not intentionally provide confidential personal information to other participants merely because they attended the same event.

Legal and Safety Requirements
We may disclose information when we reasonably believe disclosure is necessary to:

• Comply with applicable laws, regulations, legal processes, or governmental requests

• Protect the rights, property, or safety of Legacy Builders, GROCO, our participants, or others

• Detect, investigate, or prevent fraud or security incidents

• Enforce agreements or policies

• Establish, exercise, or defend legal claims

Business Transactions
If GROCO or a portion of its operations undergoes a merger, acquisition, restructuring, reorganization, financing, sale of assets, or similar transaction, information may be disclosed or transferred as part of that transaction, subject to applicable law.

6. Sale and Sharing of Personal Information
Legacy Builders does not sell personal information for money as part of its ordinary business model.

Certain privacy laws define terms such as “sale,” “sharing,” or “targeted advertising” broadly enough that some uses of advertising, analytics, cookies, or similar technologies may potentially fall within those definitions.

Where applicable law provides a right to opt out of such activities, we will provide mechanisms for exercising those rights as required by law.

7. Payment Information
Payments for Legacy Builders gatherings, programs, or services may be processed by third-party payment processors.

Payment processors may collect payment card information and other information necessary to process your transaction. Their collection and processing of your information may also be governed by their own privacy policies and terms.

We encourage you to review the privacy practices of the applicable payment processor.

8. Information Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, loss, or misuse.

However, no website, electronic transmission, database, or information system can be guaranteed to be completely secure.

You are responsible for using appropriate precautions when communicating information electronically and for protecting any passwords or account credentials associated with services you use.

9. Data Retention
We retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, maintain our relationships, comply with legal and regulatory requirements, resolve disputes, enforce agreements, and satisfy legitimate business and recordkeeping needs.

Retention periods may vary depending on the type of information, the nature of our relationship with you, and applicable legal requirements.

When information is no longer reasonably necessary, we may delete, anonymize, or otherwise securely dispose of it in accordance with our practices and applicable law.

10. Your Privacy Choices and Rights
Depending on where you reside and applicable law, you may have certain rights regarding your personal information.

These may include the right to:

• Request information about personal information we maintain about you

• Request access to certain personal information

• Request correction of inaccurate personal information

• Request deletion of certain personal information

• Obtain a portable copy of certain information

• Opt out of certain uses or disclosures of personal information

• Opt out of certain targeted advertising, sale, or sharing of personal information

• Limit certain uses of sensitive personal information, where applicable

• Withdraw consent where processing is based on consent

• Appeal certain decisions regarding a privacy request, where applicable

• Exercise your privacy rights without unlawful discrimination

These rights are subject to applicable law and may be subject to exceptions.

To exercise an applicable privacy right, please contact us using the information provided in the Contact Us section below.

We may need to verify your identity before fulfilling certain requests. We may also request information reasonably necessary to locate records associated with you.

Authorized agents may submit requests on behalf of individuals where permitted by applicable law. We may require appropriate documentation demonstrating the agent's authority.

11. California Privacy Rights
California residents may have additional rights under the California Consumer Privacy Act, as amended (“CCPA”), if the CCPA applies to the relevant processing activities.

These rights may include the right to request:

• The categories of personal information collected

• The categories of sources from which personal information was collected

• The business or commercial purposes for collecting, using, selling, or sharing personal information

• The categories of third parties to whom personal information is disclosed

• Specific pieces of personal information collected about you

• Deletion of personal information, subject to exceptions

• Correction of inaccurate personal information

• Opt-out from the sale or sharing of personal information

• Limitation of certain uses and disclosures of sensitive personal information, where applicable

California residents also have the right not to receive discriminatory treatment for exercising applicable CCPA rights.

If Legacy Builders or GROCO is not subject to a particular requirement of the CCPA, inclusion of this section does not constitute a representation that the requirement applies to us.

12. Financial and Professional Services Information
Legacy Builders is operated by GROCO, a professional services organization.
Information provided through Legacy Builders may, in certain circumstances, relate to GROCO's professional or advisory services.

Certain information handled in connection with specific professional services may be subject to additional legal, professional, contractual, regulatory, or confidentiality requirements. Where another privacy notice, engagement agreement, confidentiality obligation, or applicable law governs particular information, those requirements may apply in addition to or instead of portions of this Privacy Policy.

Nothing in this Privacy Policy is intended to reduce confidentiality protections that otherwise apply to information received in connection with professional services.

13. Children's Privacy
Legacy Builders' online Services are not directed toward children under the age of 13, and we do not knowingly collect personal information online directly from children under 13 without appropriate authorization.

Legacy Builders events may include family-oriented activities or programming involving children. Information concerning a minor provided by a parent, guardian, or authorized adult may be used as reasonably necessary to administer those activities.

If you believe a child has provided personal information to us without appropriate authorization, please contact us so that we can review the matter.

14. Third-Party Websites and Services
Our Services may contain links to websites or services operated by third parties.

Legacy Builders and GROCO are not responsible for the privacy practices, security, content, or policies of third-party websites or services.
We encourage you to review the privacy policies of third parties before providing personal information to them.

15. Social Media
Legacy Builders may maintain accounts or pages on social media platforms.

Information you provide through or make publicly available on a social media platform is also subject to that platform's privacy practices.
Interactions with our social media pages may be visible to the platform provider and, depending on your settings, other users.

16. Photography, Video, and Event Media
Legacy Builders gatherings and events may be photographed, recorded, or filmed.

Information regarding photography, recording, media releases, or event-specific uses of images and recordings may be provided separately as part of event registration, event terms, signage, or participant communications.

This Privacy Policy does not itself constitute a blanket release of an individual's publicity or image rights beyond what is permitted by applicable law or separately agreed.

17. International Visitors
Legacy Builders is based in the United States.

If you access our Services from outside the United States, information you provide may be transferred to, processed in, or stored in the United States or other jurisdictions where our service providers operate.

Privacy and data protection laws in those jurisdictions may differ from the laws in your country of residence.

Where required, we will take appropriate measures regarding international transfers of personal information.

18. Do Not Track and Privacy Preference Signals
Some browsers and devices provide “Do Not Track” or other privacy preference signals.

Because standards regarding these signals continue to evolve, our response may depend on applicable legal requirements and the technologies used by our Services.

Where applicable law requires recognition of a legally valid universal opt-out mechanism or privacy preference signal, we will process such signals as required.

19. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technologies, Services, or legal requirements.

When we make changes, we will update the “Last Updated” date at the beginning of this Privacy Policy.

Material changes may also be communicated through the website or by other appropriate means when required by law.

We encourage you to review this Privacy Policy periodically.

20. Contact Us
If you have questions about this Privacy Policy, our privacy practices, or your personal information, or if you would like to submit a privacy request, please
contact:
lb@groco.com
Legacy Builders
Operated by Greenstein Rogoff, Olsen & Co., LLP (GROCO)
Website: www.grocolb.com

You may also contact us through the contact form available on the Legacy Builders website.

Please include “Privacy Request” in your communication when submitting a request concerning your personal information.