Last updated: June 15, 2025
We collect the personal data you voluntarily provide: name, email address, phone number, financial information relevant to tax consulting and portfolio management services. We also automatically collect technical data (IP address, browser type, pages visited) through cookies and other tracking technologies.
Data is processed exclusively for: providing tax planning and executive mentoring services, asset protection and capital diversification; communicating about our services; improving the website experience; complying with legal obligations.
We use essential cookies for the website's operation and analytical cookies (Google Analytics) to understand usage. You can manage cookie preferences in your browser settings. By using the website, you agree to the use of cookies in accordance with this policy.
We do not sell your personal data. We may share data with trusted partners (payment processors, hosting services, legal consultants) strictly for the purpose of providing services, based on confidentiality agreements. Data may be transferred outside the EEA, with adequate safeguards under GDPR.
You have the right to request access, rectification, erasure, data portability, or restriction of processing. You may also withdraw your consent at any time, without affecting the lawfulness of processing carried out prior to withdrawal. To exercise your rights, you can contact us at the address below.
We implement appropriate technical and organizational measures (SSL encryption, restricted access, periodic audits) to protect data against unauthorized access, loss, or destruction.
For any requests regarding personal data, you can write to us at:
We will respond within a maximum of 30 days. You also have the right to lodge a complaint with the National Supervisory Authority for Personal Data Processing.