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Personal Information & Confidentiality

Engagement letters with clients set forth how we will maintain client personal and confidential information. If you are a visitor to our website, your personal information is not maintained unless you voluntarily provide it.

Our firm does not meet the minimum thresholds for compliance with:

  • The California Consumer Privacy Act (CCPA)
  • Other U.S. state consumer privacy laws
  • The California Shine the Light Act

As a result, we are not required to respond to consumer access requests at this time.


Information We Collect

Information You Provide to Us

We may request personal information, including but not limited to:

  • First and last name
  • Email address
  • Mailing address
  • Telephone or mobile number

We may collect this information when you:

  • Contact us regarding a question, concern, or inquiry
  • Sign up for our mailing or email marketing lists
  • Seek legal advice or retain our services
  • Otherwise interact with our website

Usage Information Collected Automatically

We and/or our service providers may automatically collect information when you visit or interact with our website, including:

  • Device Information – IP address, browser type, operating system, and hardware specifications
  • Website Interaction – Pages visited, time spent, preferences, and engagement patterns
  • Location Data – Geolocation information, if permitted by your device settings

Use of Cookies & Tracking Technologies

We may use various tracking technologies, including cookies, web beacons, pixels, and analytics tools, to:

  • Enhance security and prevent fraudulent activity
  • Assess website performance
  • Conduct analytics and marketing activities

This information may be shared in real time with marketing vendors, social media companies, and analytics partners.


Third-Party Interactions

Our website may include links or integrations with third-party websites and applications (e.g., LinkedIn, social media platforms, or email providers). These third parties may collect and retain any information you provide through their services.

Please note that:

  • Third-party privacy policies apply to those platforms, not ours.
  • We do not control or access your communications through third-party services.
  • Before using third-party tools on our website, you should review their privacy policies.

How We Use Your Information

We may use your personal and usage information to:

  • Provide legal services and communicate with you
  • Send newsletters, updates, and event information
  • Improve our website, marketing efforts, and service offerings
  • Address customer service inquiries
  • Maintain website security and integrity
  • Comply with legal obligations

How We Share Your Information

We do not disclose personal information about our clients or potential clients to third parties without express permission. However, where permitted by law and professional ethics rules, we may share information with:

  • Service Providers – Accountants, legal counsel, data storage providers, web hosting platforms, and payment processors
  • Marketing & Social Media Companies – If you interact with social media links on our website
  • Technology & Communication Providers – Telephone, video conferencing, and email service providers

Policy Updates & Contact Information

We may update our Privacy Policy or website content at any time. Changes are effective upon publication. If you do not agree with our policies, your sole recourse is to discontinue use of our website.

If you have any questions regarding our Privacy Policy, please use the Contact Us form on our website to reach out.