Privacy

Privacy Policy

How we handle the information you share with us.

Last updated: May 2026. This policy reflects The Bitcoin Family Office Group's commitment to client confidentiality and should be reviewed by counsel before publication.

Protecting the Confidentiality of Client Information

Confidential Client Information

In the course of its coordination activities, The Bitcoin Family Office Group ("TBFOG," "the Platform," "we," "us") receives nonpublic information about prospective and engaged clients. Such information may include a person's status as a prospective or current client, personal financial information provided through inquiry or qualification forms, information regarding net worth and the composition or concentration of Bitcoin holdings, information relating to a client's stated needs across wealth advisory, tax, legal, acquisition, or mining services, and any data or analyses derived from such information (collectively, "Confidential Client Information").

All Confidential Client Information, whether relating to TBFOG's current, former, or prospective clients, is subject to the policies and procedures described herein. Any doubt regarding the confidentiality of information is resolved in favor of maintaining confidentiality.

Non-Disclosure of Confidential Client Information

All information regarding TBFOG's clients and prospects is treated as confidential. Information may only be disclosed when the disclosure is consistent with this policy and with the client's direction. TBFOG does not share Confidential Client Information with any third parties, except in the following circumstances:

  • To partner firms at the client's direction. Because TBFOG operates as a coordination platform connecting clients with independent partner firms (including Basilic, LLC; Satoshi Pacioli; Falcon Rappaport & Berkman LLP; Abundant Mines; and Bitcoin Well Inc.), we share Confidential Client Information with one or more partner firms when a client requests or authorizes such introductions in connection with a potential engagement. Each partner firm operates under its own privacy framework and is solely responsible for the handling of client information once engaged. TBFOG requires that service providers and agents utilized by the Platform comply with substantially similar standards for non-disclosure and protection of Confidential Client Information.
  • To service providers as necessary to operate the Platform. Information may be shared with technology and administrative service providers (such as form hosting, email delivery, and analytics) as needed to maintain the Platform. Such providers are subject to confidentiality obligations and may only use information for the specific service requested by TBFOG.
  • As required by regulatory authorities or law enforcement officials who have jurisdiction over TBFOG, or as otherwise required by applicable law. In the event TBFOG is compelled to disclose Confidential Client Information, the Platform shall, where legally permissible, provide prompt notice to the affected clients so that they may seek a protective order or other appropriate remedy. If no protective order or other appropriate remedy is obtained, TBFOG shall disclose only such information, and only in such detail, as is legally required.
  • To the extent reasonably necessary to prevent fraud, unauthorized transactions, or liability.

Clients have the right to opt out of information sharing for marketing and non-essential services. If you wish to opt out, please contact us through our contact page. We will honor your request except where disclosure is required for regulatory compliance, essential services, or services you have authorized.

Personnel Responsibilities

All TBFOG personnel are prohibited, both during and after the termination of their engagement with TBFOG, from disclosing Confidential Client Information to any person or entity outside the Platform, including family members, except under the circumstances described above. Personnel are permitted to disclose Confidential Client Information only to such other personnel who need access to such information to operate the Platform or to facilitate client-authorized introductions to partner firms.

Personnel are prohibited from making unauthorized copies of any documents or files containing Confidential Client Information and, upon termination of their engagement with TBFOG, must return all such documents to TBFOG. Any personnel who violate the non-disclosure policy described above shall be subject to disciplinary action, including possible termination, whether or not they benefited from the disclosed information.

Security of Confidential Personal Information

TBFOG enforces the following policies and procedures to protect the security of Confidential Client Information:

  • The Platform restricts access to Confidential Client Information to those personnel who need such access to operate the Platform or facilitate client-authorized introductions.
  • Personnel authorized to access Confidential Client Information are required to keep such information in a secure manner, including secured digital storage at the close of each business day.
  • All electronic files containing any Confidential Client Information are password secured and firewall protected from access by unauthorized persons, and transmitted over encrypted channels where applicable.
  • Any conversations involving Confidential Client Information, if appropriate at all, are conducted by personnel in private, and care is taken to avoid any unauthorized persons overhearing or intercepting such conversations.

Information We Collect

The information we collect through our website and intake forms may include your name, email address, phone number, location (state or province), approximate net worth range, approximate Bitcoin concentration, areas of interest among the verticals offered by the partner firms, any context you voluntarily provide regarding your situation, and limited technical information such as browser type and pages visited (used only to operate and improve the site). Personal financial information you provide is treated as Confidential Client Information from the moment of receipt.

Children's Privacy

The Platform is not directed to individuals under the age of 18, and we do not knowingly collect information from minors.

Cookies

This site uses only the cookies necessary for basic functionality. We do not use advertising trackers or sell visitor data.

Record Retention & Disposal

TBFOG retains inquiry, qualification, and engagement records for a minimum period consistent with the standards applied by our partner firms and with applicable law, and in no case shorter than five years. Records are maintained in a secure, accessible format during the active retention period. Upon expiration of the retention period, records are securely destroyed via shredding (physical records) or secure deletion (electronic records).

Data Breach Response Policy

In the event of a data breach affecting client information, TBFOG will notify impacted clients and applicable authorities in compliance with applicable breach notification laws. In the event of unauthorized access, TBFOG will promptly:

  1. Investigate the nature and scope of the incident.
  2. Contain and mitigate risks.
  3. Notify affected clients within thirty (30) days of discovery, or sooner where required.
  4. Report the breach to applicable regulatory authorities as required by law.

Coordination with Partner Firm Privacy Frameworks

Each partner firm in the TBFOG network — including Basilic, LLC (a Colorado state-registered investment adviser subject to SEC Regulation S-P, the Colorado Securities Act, and 3 CCR 704-1); Satoshi Pacioli; Falcon Rappaport & Berkman LLP; Abundant Mines; and Bitcoin Well Inc. — maintains its own privacy and information-security framework appropriate to its regulatory profile. When you engage a partner firm through TBFOG, that firm's privacy policy governs the handling of information shared with it. TBFOG's role in the coordination layer is to apply standards consistent with the most rigorous frameworks operating within the network.

Enforcement and Review

The Platform's designated privacy officer is responsible for reviewing, maintaining, and enforcing TBFOG's confidentiality and privacy policies, and for conducting appropriate personnel training to ensure adherence to these policies. Any exception to this policy requires written approval from the privacy officer.

Your Rights

You may request access to, correction of, or deletion of the personal information you have provided to TBFOG by contacting us through our contact page. Depending on your jurisdiction, you may have additional rights under applicable privacy law, including the right to opt out of certain information sharing, the right to data portability, and the right to lodge a complaint with a supervisory authority. We will respond to verified requests within the timeframes required by applicable law.

Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be reflected by updating the date above. Where required by law, we will provide additional notice of changes.

Contact

Questions or requests concerning this policy can be directed to us through our contact page.