Privacy Policy

Tapestry Estate & Lifestyle, LLC (“Tapestry,” “we,” “us,” or “our”) respects the privacy of our clients, prospective clients, Family Office representatives, household personnel, vendors, contractors, website visitors, and other individuals who interact with us.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information through our website, client portal, forms, communications, and related digital services.

Who We Are

Tapestry Estate & Lifestyle, LLC provides private estate operations, lifestyle management, Family Office support, residential Home Watch, private travel coordination, household operations support, project oversight, vendor coordination, residence hospitality, and related private-client services.

For privacy questions or requests, contact:

governance@tapestryestateandlifestyle.com

Information We Collect

Depending on how you interact with Tapestry, we may collect:

• name, email address, mailing address, and other contact information;
• property and residence information;
• Family Office, executive assistant, household, or authorized representative information;
• service inquiries, consultation requests, and engagement preferences;
• travel preferences, itineraries, arrival and departure information, and related lifestyle information;
• vendor, contractor, and household personnel information;
• billing, invoice, transaction, expense, and payment-related records;
• documents, photographs, reports, inventories, project records, maintenance records, and other information uploaded to or maintained through the client portal;
• emergency contact information;
• information concerning property access, credentials, security protocols, and household operations where required for an engagement;
• technical information such as IP address, browser type, device type, operating system, referring page, and website usage information;
• account and authentication information used to access the client portal;
• communications sent to Tapestry by email, portal, form, or other authorized channel.

Tapestry may also receive information from a Principal's Family Office, executive assistant, authorized representative, vendor, service provider, or other person authorized to provide information relating to an engagement.

Sensitive Information

Because of the nature of private estate management, some information entrusted to Tapestry may be highly sensitive, including residence locations, access information, travel schedules, household information, financial administration records, property photographs, emergency information, and security-related information.

We collect and use such information only where reasonably necessary for authorized services, operational administration, security, legal compliance, or another legitimate business purpose.

Sensitive information should be submitted only through channels approved by Tapestry for that purpose.

How We Use Information

We may use personal information to:

• respond to inquiries;
• schedule consultations;
• evaluate prospective engagements;
• establish and administer client accounts;
• provide contracted estate, lifestyle, Home Watch, travel, project, vendor, residence, and Family Office support services;
• coordinate vendors and service providers;
• prepare reports, dashboards, reconciliations, property records, and operational documentation;
• administer the client portal;
• process invoices and authorized expenses;
• communicate with Principals, Family Offices, authorized representatives, household personnel, vendors, and service providers;
• maintain security, access control, fraud prevention, and account integrity;
• maintain required business, legal, accounting, insurance, and operational records;
• investigate or respond to security incidents;
• comply with applicable law, court orders, regulatory requirements, or lawful government requests;
• protect Tapestry, our clients, our personnel, property, and third parties.

We do not use confidential client information for unrelated advertising or public marketing without authorization.

Client Portal

The Tapestry client portal may allow authorized users to access reports, documents, financial information, vendor records, project information, property information, photographs, schedules, and other engagement materials.

Portal access is restricted to authorized users.

Users are responsible for maintaining the confidentiality of their account credentials and for promptly notifying Tapestry of suspected unauthorized access.

Tapestry may suspend or restrict portal access where reasonably necessary to protect security, confidentiality, the integrity of an account, or other users.

Service Providers

Tapestry may use third-party service providers to support functions such as:

• website hosting;
• client portal infrastructure;
• cloud storage;
• authentication;
• communications;
• scheduling;
• electronic signatures;
• payment processing;
• accounting;
• document management;
• cybersecurity;
• analytics;
• information technology support.

These providers may process information only as necessary to provide services to Tapestry and are expected to maintain safeguards appropriate to the information involved.

FTC guidance recommends limiting service-provider access and requiring appropriate security protections for sensitive information. Federal Trade Commission

Vendors and Professionals Coordinated for Clients

Where necessary to perform an authorized client engagement, Tapestry may share limited information with independent vendors, contractors, travel providers, household service providers, professional advisors, or other third parties who require the information to perform the authorized service.

Information is shared on a need-to-know basis.

Independent providers remain responsible for their own privacy, security, professional, and regulatory obligations.

Payment Information

Payments may be processed through third-party payment processors.

Tapestry does not require clients to send complete payment-card numbers, bank passwords, or similar credentials by ordinary email.

Payment processors may collect and process information according to their own privacy and security practices.

Sale of Personal Information

Tapestry does not sell personal information.

Tapestry does not sell client residence information, household information, travel information, security information, portal data, or client profiles.

Advertising and Marketing

Tapestry does not disclose confidential client or household information to third parties for unrelated advertising or promotional use.

If marketing communications are offered, recipients may unsubscribe through the method provided in the communication or by contacting:

governance@tapestryestateandlifestyle.com

Cookies and Website Technologies

Our website may use cookies or similar technologies required for website functionality, security, preferences, analytics, or performance.

Some third-party website or hosting providers may place their own necessary or analytics technologies.

Where required by applicable law, consent controls will be provided.

Data Security

Tapestry maintains administrative, technical, organizational, and physical safeguards appropriate to the nature and sensitivity of information under our control.

Measures may include:

• access controls;
• account authentication;
• encryption in transit where supported;
• secure cloud systems;
• role-based access;
• credential-management procedures;
• access logging;
• restricted sharing;
• vendor security controls;
• secure disposal procedures.

No online system can guarantee absolute security.

Florida law requires covered entities to take reasonable measures to protect electronic personal information. Online Sunshine

Data Retention

Tapestry retains information for as long as reasonably necessary for:

• the purpose for which it was collected;
• an active or prospective client relationship;
• contractual obligations;
• accounting and tax requirements;
• legal and regulatory requirements;
• dispute prevention or resolution;
• security;
• recordkeeping;
• legitimate operational needs.

Information may be deleted, anonymized, archived, or securely disposed of when it is no longer reasonably required.

Your Privacy Requests

Depending on applicable law and jurisdiction, you may have rights concerning access, correction, deletion, portability, or certain processing of your personal information.

Florida's privacy statute provides specified consumer rights where the statute applies, including certain rights of access, correction, deletion, portability, and opt-out. Online Sunshine

To submit a privacy request, contact:

governance@tapestryestateandlifestyle.com

Tapestry may take reasonable steps to verify the identity and authority of the person making the request before releasing, correcting, or deleting information.

Certain information may be retained where required or permitted for contractual, legal, security, accounting, or recordkeeping purposes.

Family Office and Authorized Representative Requests

Where a Family Office, executive assistant, attorney, fiduciary, or other representative makes a request concerning Principal information, Tapestry may require confirmation that the requesting person is authorized to act for the Principal or applicable entity.

Children

The public Tapestry website is not directed to children.

Tapestry does not knowingly collect personal information from children through the public website for marketing purposes.

Information concerning minors may be maintained as part of an authorized private-client engagement when supplied by a parent, guardian, Principal, or authorized representative for legitimate household, travel, emergency, or operational purposes.

Data Breach Response

If Tapestry determines that personal information has been affected by a security incident requiring notification under applicable law, Tapestry will take appropriate response measures and provide legally required notifications.

Florida law contains notification requirements for qualifying breaches of electronic personal information. Online Sunshine

Third-Party Links

Our website or portal may contain links to third-party websites or services.

Tapestry is not responsible for the privacy practices, security, availability, or content of independently operated third-party websites.

Changes to This Policy

We may update this Privacy Policy to reflect changes in our services, technology, business practices, or legal requirements.

The effective date at the top identifies the current published version.

Contact

Privacy and governance inquiries:

Tapestry Estate & Lifestyle, LLC

governance@tapestryestateandlifestyle.com