Privacy Notice
This notice describes how Data Fiduciaries collects and uses personal information through this website.
Information we collect
We collect the information you submit through our forms, such as your name, email address, organization, and message, and technical information collected automatically by our website platform, such as device, browser, and usage data collected through cookies and similar technologies.
How we use information
We use personal information to respond to inquiries, evaluate and deliver engagements, maintain and secure the website, and comply with legal obligations. We do not sell personal information and do not share it for cross-context behavioral advertising.
Sharing
We share personal information only with service providers who support the website and our business under confidentiality obligations, with professional advisers, or where required by law.
Retention and security
We retain personal information only as long as necessary for the purposes described and protect it with administrative, technical, and physical safeguards appropriate to its sensitivity.
Your rights
Depending on where you live, including under the Texas Data Privacy and Security Act and other state privacy laws, you may have the right to access, correct, delete, or obtain a copy of your personal information, and to opt out of certain processing. To exercise these rights, contact us through the form on this website. We will not discriminate against you for exercising your rights.
Changes
We may update this notice from time to time. The date of the latest revision appears below.
Last updated: September 2026.
Start with a confidential conversation
Every engagement is scoped individually and begins with a conversation about where your program stands and where it needs to be. Work is conducted under a nondisclosure agreement and a master services agreement.
Consultations are available Monday to Friday, 9:00am to 3:00pm Central.