Privacy Notice

Last updated: 3 October 2026

1. Who we are

This notice explains how Alfa Beta Family Office Advisors LLC (“ABFO Advisors”, “we”, “us”), a limited liability company organised in the United States with its office at 7120 West 127th Street, Palos Heights, Illinois 60463, collects and uses personal information. We are the controller of the personal information described in this notice. Questions may be sent to info@abfoadvisors.com.

2. Scope

This notice applies to information we receive through our websites (abfoadvisors.com and abfoa.com), through correspondence, and in the course of providing our services. Our clients include individuals and families resident in the European Union, the United Kingdom, Switzerland and elsewhere. Where the EU General Data Protection Regulation (GDPR), the UK GDPR or the Swiss Federal Act on Data Protection (FADP) applies to our processing, we comply with it, and the rights described in section 8 are available to you.

3. Information we collect

• Contact information, such as name, email address, telephone number and country of residence, which you provide when you contact us.
• Client and onboarding information, such as identification documents, proof of address, tax residence and identification numbers, source-of-wealth information, and details of entities, holdings and family members, which we need to deliver our services and to meet legal obligations.
• Professional correspondence exchanged with you and with your other advisers.
• Limited technical data, such as IP address and browser type, which is processed by our hosting provider when you visit the website. We do not use advertising or tracking cookies.

4. Why we use it and our legal basis

• To respond to enquiries and to take steps at your request before entering into an engagement (legitimate interests and pre-contractual steps).
• To deliver the services agreed in an engagement letter (performance of a contract).
• To meet anti-money-laundering, tax-reporting, record-keeping and other legal obligations (legal obligation).
• To protect our legal rights and to maintain the security of our systems (legitimate interests).
• For any other purpose to which you have consented, which you may withdraw at any time.

5. Who we share it with

We do not sell personal information. Information is shared only on a need-to-know basis with: independent professionals appointed on a client’s instructions (for example banks, investment managers, trustees, lawyers, tax advisers and auditors); our IT, email and hosting providers acting under written data-processing terms; competent authorities where we are legally required to disclose information; and a successor to our business, subject to equivalent protections.

6. International transfers

As a U.S. firm advising clients in several countries, we necessarily process information in the United States and, through the providers we use, in the European Economic Area, the United Kingdom and Switzerland. When personal information subject to the GDPR, the UK GDPR or the FADP is transferred to a country without an adequacy decision, we rely on the European Commission’s Standard Contractual Clauses (with the UK Addendum or the Swiss amendments as applicable), or on another lawful transfer mechanism. A copy of the relevant safeguards is available on request.

7. Retention

Enquiry data that does not result in an engagement is deleted within 24 months. Client records are kept for the duration of the relationship and afterwards for as long as required by applicable anti-money-laundering, tax and professional record-keeping rules, which is generally between five and ten years.

8. Your rights

Subject to applicable law, you may request access to, correction of, deletion of or a portable copy of your personal information, or object to or restrict its processing. Please write to info@abfoadvisors.com, and we will respond within one month. If you are in the EEA, the UK or Switzerland, you also have the right to lodge a complaint with your local data protection authority.

9. Security

Access to client information is restricted to personnel who need it. Information is held on encrypted systems with multi-factor authentication, and providers are bound by confidentiality and data-processing obligations.

10. Changes

We may update this notice from time to time. The current version will always be available on this page, with the date of the latest update shown above.