Effective Date: March, 2026 · Last Updated: March, 2026
Jade Crest Private Advisory (“Jade Crest,” “we,” “us,” or “our”) respects your privacy and treats discretion as a core operating principle. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit jadecrestadvisory.com (the “Site”), contact us, request information, or otherwise interact with us. By accessing or using the Site, you acknowledge this Privacy Policy.
This Privacy Policy applies to information collected through:
It does not govern independent third parties such as attorneys, brokers, tax advisors, escrow agents, title companies, operators, dealers, lenders, insurers, or other professionals to whom we may refer or introduce you.
Information you provide directly
Information collected automatically
Information from third parties
We may receive information from service providers, analytics vendors, referral sources, or publicly available sources.
Please do not submit passport data, bank account details, payment instructions, tax IDs, wire instructions, or other sensitive financial or personal information through the Site or general email unless we expressly request it through an appropriate channel.
We do not request or require sensitive payment information through the Site, and we do not hold client funds.
We may use personal information to:
We do not sell your personal information. We may disclose information to hosting, IT, analytics, communications, scheduling, CRM, security providers, independent professionals in connection with potential services, legal or compliance advisors, or when required by law or to protect rights and property.
We treat each inquiry with discretion, but submissions through the Site are not inherently privileged. Formal confidentiality obligations are governed by separate agreements.
We may use cookies, pixels, scripts, and similar technologies to enable core functionality, remember preferences, measure traffic, improve performance, and enhance security. You may control cookies through your browser settings and our consent tools.
We retain information as long as reasonably necessary to respond to inquiries, support engagements, maintain records, resolve disputes, enforce agreements, and comply with obligations.
We may process information in the United States and other jurisdictions where our service providers operate. By using the Site, you understand your data may be transferred internationally.
Depending on your jurisdiction, you may request access, correction, deletion, restriction, objection, or withdrawal of consent. We may verify your identity before acting and may limit requests where permitted.
We apply reasonable safeguards but no system is completely secure.
The Site may link to third-party tools; we do not control their content or privacy practices.
The Site is not directed to children under 13 and we do not knowingly collect their information.
We may revise this Policy at any time; changes take effect when posted.
If you have questions or privacy requests, contact:
Jade Crest Private Advisory
Email: support@jadecrestadvisory.com
