Privacy Policy

1. Introduction

Helvetia Private Office (“we”, “us”, “our”) is committed to protecting your personal data and handling it with discretion and integrity. This Privacy Policy explains how we collect, use, and safeguard your information when you use our website or engage our services.

2. Data We Collect

We may collect the following information:

  • Full name
  • Email address
  • Phone number
  • Country of residence
  • Information you voluntarily provide regarding your case or enquiry

We only collect data necessary to provide our advisory and coordination services.

3. Purpose of Processing

Your data is used to:

  • Respond to enquiries
  • Provide advisory and coordination services
  • Manage client relationships
  • Improve our services

We process your data in a lawful, fair, and transparent manner.

4. Confidentiality

All information shared with us is treated with strict confidentiality. We implement appropriate technical and organisational measures to protect your data from unauthorized access, loss, or misuse.

5. Sharing of Data

We do not sell or rent your personal data.

Where necessary, we may share limited information with:

  • Legal professionals
  • Archival institutions
  • Government authorities

This is done only:

  • With your knowledge, and
  • To support your case or request

6. Data Storage & Retention

Your data is stored securely and retained only as long as necessary to fulfill the purpose for which it was collected or to comply with legal obligations.

7. Your Rights

You have the right to:

  • Access your personal data
  • Request correction or deletion
  • Restrict or object to processing
  • Withdraw consent at any time

Requests can be made via email (see contact section below).

8. Cookies & Website Data

Our website may use basic cookies to ensure proper functionality and improve user experience. No invasive tracking is used.

9. International Data Transfers

As we serve clients internationally, your data may be processed across different jurisdictions. We ensure appropriate safeguards are in place to protect your data.

10. Contact

For any privacy-related requests, please contact us at:

Helvetia Private Office
Email: info@helvetiaprivateoffice.ch
Location: Unterägeri, Zug, Switzerland

11. Updates

This Privacy Policy may be updated periodically to reflect changes in legal requirements or our services.

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