1. Information We Collect
We collect only the information that is reasonably necessary to deliver professional services. The personal information we may collect includes, but is not limited to, the following:
1.1 Basic Identification Information
• Name, contact details (email, telephone number), professional title, and company name
• Relationship category (e.g., client, prospective client, partner)
1.2 Financial and Advisory Information
• Asset allocation details
• Tax residency status
• Risk tolerance and wealth management objectives
• Other information required to provide services related to cross-border wealth planning, insurance advisory, mobility/identity planning, and family governance
We do not collect information beyond what is necessary for legitimate business purposes, nor do we acquire personal information through improper or unauthorized means.
2. How We Use Your Information
We use your personal information solely for the following purposes:
Delivering wealth management, tax planning, family office, and related advisory services
Providing personalized assessments, analysis, or diagnostic reports
Scheduling meetings and sending information regarding courses, events, or follow-up communications
Improving service quality and conducting internal statistical or operational analyses
Complying with applicable laws, regulations, regulatory requests, or professional obligations
We do not sell your personal information.
3. Disclosure of Personal Information
We disclose personal information only under the following circumstances:
With your explicit authorization or upon your request (e.g., referrals to partner law firms or accountants)
When disclosure is necessary to provide professional services, including to trusted third-party service providers such as:
• Lawyers, tax advisors, and accountants
• Insurance companies, trust service providersWhen required by law, court order, or government/regulatory authority
For corporate compliance, audit, or risk management purposes within the minimum necessary scope
All third-party service providers engaged by us must adhere to privacy protection standards that are equivalent to or higher than our own.
4. Storage and Protection of Information
We maintain reasonable administrative, technical, and physical safeguards to protect personal information. Unless a longer retention period is required by law, we retain personal information only for as long as necessary to fulfill the purposes for which it was collected.
5. Your Rights Under BC PIPA
Under the Personal Information Protection Act of British Columbia, you have the following rights:
5.1 Right to Access and Correction
You may request at any time to:
• Access the personal information we hold about you
• Correct inaccurate or incomplete information
5.2 Right to Withdraw Consent
You may withdraw your consent to our collection, use, or disclosure of personal information at any time (except where processing is required by law or necessary to fulfill contractual obligations).
5.3 Complaints and Dispute Resolution
If you believe your privacy rights have been infringed, you may contact our Privacy Officer. We will address your concerns promptly. If an issue cannot be resolved, you may file a complaint with the Office of the Information and Privacy Commissioner for British Columbia.
6. Minors
Our services are intended for adults. We do not knowingly collect or use personal information of individuals under the age of 18 without the authorization of a parent or legal guardian.
7. Updates to This Policy
We may revise this Privacy Policy from time to time to reflect changes in laws, regulatory requirements, or business operations. The most recent version will be posted on our website and will take effect as of the date of publication.
8. Contact Us
If you have any questions regarding this Privacy Policy or wish to submit a request to access, correct, or delete your personal information, please contact:
HT Wealth Family Office (HT Wealth Global)
Email: privacy@hentone.com
Phone: +1-778-636-5927
Address: 820-2777 Jow Street, Richmond, BC, Canada