Disclosures.

Effective Date: 01/01/2025

At Frederick Dean Advisory Group, we are committed to clarity, discretion, and professional integrity. The following disclosures outline important legal, operational, and service-related information relevant to our engagements. By accessing our services or site, you acknowledge and agree to the terms below.

1. Professional Relationships

Frederick Dean operates within a trusted network of professional advisors—including wealth managers, estate attorneys, family offices, and accountants. We are often introduced through these relationships to support matters of continuity, security, and operational oversight. Our collaboration is built on mutual trust, not sales incentives, and our work is designed to enhance—not replace—the primary advisory relationship.

2. No Fiduciary Duty

While we work in coordination with fiduciary professionals, Frederick Dean does not assume a fiduciary role in the management of client assets, investments, or legal affairs. Our mandate centers on strategic advisory, continuity counsel, and life security architecture. Clients should consult their designated financial, legal, or tax professionals for any matter outside the scope of our services.

3. Scope of Services

Our services are customized to the complexity of each engagement. However, we do not provide regulated legal, financial, or tax advice. Additionally, Frederick Dean does not accept liability for third-party vendor performance, though we maintain high standards for vendor selection and conduct.

4. Third-Party Vendor Engagement

In the course of delivering service, we may coordinate with outside providers—ranging from travel and logistics to staffing, cyber specialists, or residential security consultants. Any vendor introduced or managed on behalf of a client remains an independent contractor. While we aim for alignment with our quality standards, all third-party services are subject to their own terms, and clients are encouraged to review relevant agreements.

5. Potential Conflicts of Interest

We strive to avoid conflicts of interest and maintain objectivity across all engagements. Should a potential conflict arise—such as a prior relationship with a vendor or client household—we will disclose the matter promptly and resolve it with transparency. Our guiding principle remains simple: act in the best interest of the client.

6. Confidentiality & Privacy

We treat all client and household information with utmost discretion. Information shared with us is governed by our Privacy Policy and handled in accordance with strict confidentiality protocols. All staff, contractors, and service partners are held to the same standard of protection.

7. Regulatory Alignment

Frederick Dean Advisory Group complies with all applicable laws and regulatory guidelines in the jurisdictions in which we operate. As the regulatory landscape evolves, we will continue to refine our practices and documentation to reflect both legal requirements and best-in-class operational ethics.

8. Third-Party Websites

Our website may link to third-party content or external service providers for your convenience. We are not responsible for the content, security, or privacy practices of those external sites. We recommend reviewing their policies before submitting any information or transacting with those parties.

9. Amendments to These Disclosures

These disclosures may be updated periodically to reflect changes in our operations, services, or legal obligations. Updates will be posted on this page with a revised effective date. We encourage you to review this content from time to time.

10. Contact

For questions or clarifications regarding these disclosures, please contact: legal@frederickdeangroup.com