Privacy Policy
Effective Date: September 2, 2026
Arbor Partners (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website:
or interact with our accounting, tax, and advisory services.
Arbor Partners is a partner-led accounting and advisory firm serving businesses, investment organizations, founders, and high-net-worth and globally mobile families. We assist clients with complex tax, ownership, reporting, and financial matters across multiple entities and jurisdictions.
By using our website or submitting information through our website, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We may collect personal information when you interact with our website, request information, schedule a consultation, or communicate with us.
The types of information we may collect include:
Information You Provide Directly
You may provide information such as:
- Full name
- Email address
- Phone number
- Company or organization name
- Business information
- Tax-related information
- Financial information relevant to requested services
- Messages or inquiries submitted through contact forms
- Any other information you voluntarily provide
Information Collected Automatically
When you visit our website, we may automatically collect certain technical information, including:
- IP address
- Browser type and version
- Device information
- Operating system
- Pages visited
- Time spent on pages
- Website usage activity
- Referral URLs
This information helps us understand how visitors use our website and improve our services.
2. How We Use Your Information
We may use the information we collect for purposes including:
- Responding to inquiries and consultation requests
- Providing accounting, tax, and advisory services
- Communicating with prospective and existing clients
- Evaluating client service needs
- Improving our website and user experience
- Managing business operations
- Maintaining security and preventing fraud
- Complying with legal and regulatory obligations
We do not use personal information for purposes unrelated to the services we provide without your consent.
3. Tax and Financial Information
Because Arbor Partners provides accounting, tax, and advisory services, clients may provide confidential financial information during the engagement process.
Such information may include:
- Tax documents
- Financial statements
- Ownership structures
- Business records
- Investment-related information
- Other documents necessary to provide professional services
We take reasonable measures to protect confidential client information and use such information only for legitimate business purposes related to providing requested services.
4. Sharing of Information
We do not sell, rent, or trade your personal information.
We may share information only in limited circumstances, including:
Service Providers
We may share information with trusted third-party service providers that support our operations, such as:
- Website hosting providers
- Website analytics providers
- Email communication platforms
- Security providers
- Technology service providers
These providers are permitted to use information only to perform services on our behalf.
Legal Requirements
We may disclose information when required by law, regulation, legal process, court order, or governmental request.
Business Transactions
If Arbor Partners undergoes a merger, acquisition, restructuring, or transfer of assets, personal information may be transferred as part of that transaction.
5. Cookies and Tracking Technologies
Our website may use cookies and similar technologies to improve website functionality and analyze visitor activity.
Cookies may help us:
- Remember user preferences
- Understand website traffic patterns
- Improve website performance
- Measure marketing effectiveness
You may choose to disable cookies through your browser settings. However, disabling cookies may affect certain website functionality.
6. Analytics Services
We may use third-party analytics tools to understand website usage and improve our online experience.
These services may collect information such as:
- Website interactions
- Device information
- Geographic location information derived from IP addresses
- Browsing behavior
The information collected by these services is generally used in aggregated form.
7. Data Security
We maintain reasonable administrative, technical, and organizational safeguards designed to protect personal information from:
- Unauthorized access
- Loss
- Misuse
- Alteration
- Disclosure
However, no method of transmission or storage is completely secure. While we take reasonable steps to protect information, we cannot guarantee absolute security.
8. Data Retention
We retain personal information only for as long as necessary to:
- Provide requested services
- Maintain business records
- Meet legal and regulatory obligations
- Resolve disputes
- Enforce agreements
When information is no longer required, we take reasonable steps to securely dispose of it.
9. Your Privacy Rights
Depending on your location, you may have certain privacy rights regarding your personal information.
These rights may include:
- Requesting access to personal information we hold about you
- Requesting correction of inaccurate information
- Requesting deletion of certain information
- Requesting information about how your data is used
- Opting out of certain communications
To exercise these rights, please contact us using the information below.
10. California Privacy Rights
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to:
- Know what personal information is collected
- Request deletion of personal information
- Request correction of inaccurate information
- Opt out of the sale or sharing of personal information
Arbor Partners does not sell personal information.
11. International Visitors
Our services may be accessed by individuals located outside the United States.
If you access our website from another jurisdiction, you acknowledge that your information may be processed and stored in the United States, where privacy laws may differ from those in your country.
12. Third-Party Links
Our website may contain links to third-party websites or resources.
We are not responsible for the privacy practices, content, or security of third-party websites. We encourage you to review the privacy policies of any third-party websites you visit.
13. Children’s Privacy
Our website and services are not intended for individuals under the age of 18.
We do not knowingly collect personal information from children.
If you believe a child has provided personal information to us, please contact us so we can take appropriate action.
14. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or business operations.
Any updates will be posted on this page with a revised effective date.
15. Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us:
Arbor Partners
Email:
info@ArborPartnersUS.com
Website:
https://arborpartnersus.com
Last Updated: September 2, 2026