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Privacy Policy

Last updated: January 2025

Introduction

Wells Cove Legacy Trust ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website wellscovecapital.com or contact us regarding our business acquisition services.

Please read this Privacy Policy carefully. By using our website or submitting information to us, you agree to the collection and use of information in accordance with this policy.

Information We Collect

Information You Provide to Us

We may collect information that you voluntarily provide when you:

  • Fill out our contact form
  • Send us an email
  • Engage in discussions about potential business transactions
  • Request information about our services

This information may include:

  • Name and contact information (email address, phone number)
  • Company name and business information
  • Messages and correspondence you send to us
  • Any other information you choose to provide

Information Collected Automatically

When you visit our website, we may automatically collect certain information about your device and usage, including:

  • Browser type and version
  • Operating system
  • Pages visited and time spent on pages
  • Referring website address
  • IP address (which may indicate general geographic location)

How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide requested information
  • Evaluate potential business opportunities and transactions
  • Communicate with you about our services
  • Improve our website and user experience
  • Comply with legal obligations
  • Protect our rights and prevent fraud

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

  • Service Providers: With trusted third parties who assist us in operating our website or conducting our business, provided they agree to keep your information confidential.
  • Professional Advisors: With our attorneys, accountants, and other professional advisors in connection with potential transactions, subject to confidentiality obligations.
  • Legal Requirements: When required by law, court order, or governmental regulation, or when we believe disclosure is necessary to protect our rights or safety.
  • Business Transfers: In connection with any merger, acquisition, or sale of company assets.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. When your information is no longer needed, we will securely delete or anonymize it.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

  • The right to access your personal information
  • The right to correct inaccurate information
  • The right to request deletion of your information
  • The right to object to or restrict certain processing
  • The right to data portability

To exercise any of these rights, please contact us using the information provided below.

Cookies and Tracking

Our website may use cookies and similar tracking technologies to enhance your experience. Cookies are small data files stored on your device. You can control cookies through your browser settings and may choose to disable them, though this may affect website functionality.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically to stay informed about how we protect your information.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

Wells Cove Legacy Trust
Westhampton, New York
Email: info@wellscovecapital.com
Wells Cove Legacy Trust Wells Cove Legacy Trust

Preserving business legacies,
one succession at a time.

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