Privacy policy.

Effective Date: 01/01/2025

Introduction

At Frederick Dean Advisory Group, we take privacy seriously. This policy outlines how we collect, use, and safeguard personal information when you visit our website, contact us, or engage our services—whether on behalf of yourself, your household, or an organization.

By accessing our site or communicating with us, you consent to the practices described below. This policy applies to all individuals and entities we interact with, including principals, household representatives, family offices, and professional advisors.

Information We Collect

We collect only the information necessary to support secure, effective, and personalized service. This may include:

  • Your name

  • Email address

  • Phone number

  • Information about your role, organization, or prospective engagement

  • Information submitted through contact forms, questionnaires, or direct correspondence

  • Additional details shared in the course of establishing or managing a relationship

We may also collect limited technical data through cookies or similar technologies. (See Cookies & Tracking Technologies below.)

How We Use Your Information

We use personal information to:

  • Deliver, manage, and refine our services

  • Coordinate with clients, households, or professional representatives

  • Communicate regarding inquiries, assessments, or active engagements

  • Share occasional updates or relevant insights (opt-out available)

  • Improve site performance and user experience

  • Support internal operations and continuity of service

Information Sharing

We do not sell or rent personal information.

In limited circumstances, we may share information with trusted third parties—such as IT providers or communications support—strictly to facilitate internal operations. These partners are bound by confidentiality obligations consistent with our own standards.

We may also disclose information:

  • As required by law or legal process

  • To protect the safety, rights, or operations of Frederick Dean Group, our clients, or others

If we receive information through a referring advisor or third party, we treat that information with the same discretion and care as if it were shared directly with us. It is the responsibility of the referring party to obtain appropriate consent prior to disclosure.

Third-Party Vendor Coordination

When engaging outside service providers (e.g., staffing partners, security consultants, travel coordinators), we share only the information required to fulfill a defined task or engagement. These vendors are expected to uphold confidentiality and data protection standards. Where appropriate, these expectations are formalized through NDAs or service agreements.

Cookies & Tracking Technologies

Our website uses cookies and similar technologies to enhance functionality, performance, and design. These tools help us understand user behavior and improve how the site performs.

You may manage or disable cookies in your browser settings. Disabling cookies may limit certain site features.

Data Retention

We retain personal information only as long as necessary to fulfill its intended purpose, support active engagements, or comply with legal obligations. When no longer needed, data is securely deleted or anonymized.

Data Security

We maintain administrative, technical, and physical safeguards to protect personal information against loss, misuse, and unauthorized access. While no system is completely immune, we are committed to continuous monitoring and improvement in how we secure sensitive data.

Your Rights

You have the right to request access to, correction of, or deletion of your personal information. To submit a request, please contact: legal@frederickdeangroup.com

Governing Law

This Privacy Policy is governed by the laws of the State of Florida, without regard to its conflict-of-law principles.

Policy Updates

We may update this policy from time to time. All changes will be reflected on this page with an updated effective date. We encourage you to review it periodically.

Contact

For questions, requests, or concerns related to this Privacy Policy, please contact: legal@frederickdeangroup.com