Privacy policy

1. Information We Collect

We collect information in two ways.
Information you provide. When you contact us through our website — via a contact form, newsletter signup, or direct inquiry — you may share personal information such as your name, email address, phone number, and any other details you choose to include.
Information collected automatically. When you visit our Site, certain data is collected automatically: your IP address, browser type, device information, pages visited, and time spent on the Site. We use cookies and similar technologies, including the services described below, to collect this information.

2. Cookies and Tracking Technologies

Our Site uses the following cookies and tracking technologies:

• Google Analytics. We use Google Analytics to understand how visitors use our Site (pages viewed, time on site, traffic sources). This data is aggregated and does not personally identify you. You may opt out of Google Analytics tracking by installing Google’s opt-out browser add-on at tools.google.com/dlpage/gaoptout.
• Meta Pixel and Ad Retargeting. Our Site uses the Meta Pixel (Facebook Pixel) and similar advertising technologies that allow us to measure the effectiveness of our advertising and to serve relevant ads to visitors who have previously visited our Site (retargeting). These tools may collect your IP address, browser information, and browsing behavior on our Site and associate it with your social media or advertising profiles. You may opt out of interest-based advertising through the Digital Advertising Alliance at optout.aboutads.info, the Network Advertising Initiative at optout.networkadvertising.org, or through your device and browser privacy settings.
• Essential Cookies. We use cookies that are necessary for the Site to function properly. These cannot be disabled. Most browsers also allow you to decline non-essential cookies through their settings, though doing so may affect certain site functionality.

3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide the advisory services you’ve requested.
• Send you our newsletter or market updates, if you’ve opted in.
• Operate and maintain our Site and improve your experience on it.
• Monitor usage and trends through analytics to better understand how our Site is being used.
• Deliver relevant advertising to you on third-party platforms, including through retargeting.
• Manage our client relationships through our CRM platform.
• Comply with applicable laws and regulations.
  We do not sell your personal information. We will not add you to any mailing list without your explicit consent.

4. Sharing Your Information

We do not sell your personal information. We may share your information with trusted third-party service providers — including Google Analytics, Meta (for advertising), our CRM platform, and our email marketing provider — who help us operate our Site and communicate with you. These providers are required to keep your information confidential and to process it only as directed by us.
The Family Office Team operates as a real estate team under Compass, a licensed real estate broker. Compass operates under its own privacy policy. This policy covers only our team’s website and independent communications.
We may also disclose your information if required to do so by law or in response to a valid request by public authorities.

5. Third-Party Links

Our Site may contain links to third-party websites, including Compass.com and other real estate platforms. We are not responsible for the privacy practices of those sites and encourage you to review their policies independently.

6. Data Security

We maintain a data security program that includes reasonable and appropriate technical, administrative, and physical safeguards to protect your personal information from unauthorized access, acquisition, alteration, disclosure, or destruction. These measures include, but are not limited to:

• Access controls limiting who may access personal information to those with a business need;
• Encryption of personal information in transit using industry-standard protocols;
• Regular assessment of our data collection, storage, and processing practices; and
• Vendor management requirements ensuring that third-party service providers maintain appropriate security standards.

No internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security. In the event of a data breach affecting your rights, we will notify you as required by applicable law, including the New York SHIELD Act.

7. Your Choices and Rights

Marketing communications. You may opt out of marketing communications at any time by following the unsubscribe instructions in any email we send, or by contacting us directly at info@thefamilyoffice.com. We will process opt-out requests within 10 business days, as required by the CAN-SPAM Act.
Cookies and tracking. You can adjust your browser settings to decline cookies or use the opt-out tools described in Section 2 above to limit ad retargeting.
Depending on where you are located, you may have additional rights:
New York residents have the right to know what personal information we hold, to request corrections, and to opt out of marketing at any time.
California residents (CCPA/CPRA) have the right to know what categories of personal information we collect, to access or delete that information, to correct inaccuracies, and to confirm that we will not discriminate against you for exercising these rights. To submit a request, contact us at info@thefamilyoffice.com. We will respond within 45 days.
EU and UK residents (GDPR/UK GDPR)have the right to access, correct, erase, restrict, or port your personal data, and to object to or withdraw consent for its processing. Our lawful basis for processing is typically your consent or our legitimate interest in responding to inquiries and operating our business. To exercise your rights or lodge a complaint, contact us at info@thefamilyoffice.com. You also have the right to contact your local data protection authority.

8. Children's Privacy

Our Site is not directed to children under 13. We do not knowingly collect personal information from children. If you believe we have collected such information, please contact us and we will remove it promptly.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. Updates will be posted on this page with a revised effective date. Material changes will be communicated via a notice on our Site.

10. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us at:

info@thefamilyoffice.com
Scholz Real Estate Corporation
110 5th Avenue 3rd Floor, New York, NY 10010

Last Modified: May 4, 2026