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Privacy Policy

Last Updated: May 7, 2025

1. Introduction

Vestry International ("we", "our", or "us") is committed to protecting the privacy and confidentiality of personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you engage with our cross-border advisory marketing services, visit our website, or interact with our marketing technology platforms.

As a marketing agency specializing in cross-border advisory firms, we understand the unique privacy considerations of international financial services and are committed to maintaining the highest standards of data protection across all jurisdictions in which we operate.

2. Information We Collect

Client Information

When you engage our services, we may collect information about your advisory firm, including:

  • Business contact information (name, email, phone, address)
  • Firm structure, size, and jurisdictional presence
  • Assets under management (AUM) and client demographics
  • Marketing objectives and growth strategies
  • Regulatory affiliations and compliance frameworks
  • Service offerings and specializations

Website Visitor Information

When you visit our website, we automatically collect certain information, including:

  • IP address and geographic location
  • Browser type and device information
  • Pages visited and time spent on our site
  • Referral sources and engagement metrics
  • Marketing campaign interaction data

Marketing Technology Data

Our marketing technology platforms may collect additional data, including:

  • Email engagement metrics (opens, clicks, forwards)
  • Content preference and consumption patterns
  • Lead scoring and qualification data
  • Campaign performance analytics
  • CRM integration data

3. How We Use Your Information

We use the collected information for the following purposes:

  • Developing targeted marketing strategies for cross-border advisory services
  • Creating content and campaigns that address the needs of international and HNW clients
  • Analyzing market trends and opportunities in global wealth management
  • Measuring and optimizing marketing performance across jurisdictions
  • Providing consulting services on M&A growth and succession planning
  • Ensuring compliance with financial marketing regulations across relevant jurisdictions
  • Improving our website and service offerings

4. Cross-Border Data Transfers

As a marketing agency specializing in cross-border advisory services, we may transfer data across international boundaries. We implement appropriate safeguards to ensure that your information receives an adequate level of protection in the jurisdictions in which we process it.

These safeguards include:

  • Standard contractual clauses approved by relevant data protection authorities
  • Compliance with regional frameworks such as the EU-US Privacy Shield
  • Implementation of robust security measures for all data transfers
  • Limiting data transfers to only what is necessary for the specified purpose

5. Financial Services Regulatory Compliance

We understand that marketing for financial advisory firms is subject to specific regulations. Our privacy practices are designed to comply with:

  • SEC and FINRA marketing rules for investment advisors
  • MiFID II requirements for European financial services
  • GDPR, CCPA, and other applicable data protection regulations
  • Cross-border financial promotion restrictions
  • Anti-money laundering (AML) and Know Your Customer (KYC) requirements as they relate to marketing activities

6. Information Sharing and Disclosure

We may share your information with:

  • Marketing technology providers and platforms that help us deliver our services
  • Professional service providers such as designers, copywriters, and web developers
  • Analytics and data processing partners who help us improve our services
  • Legal and compliance consultants to ensure regulatory adherence
  • Potential partners in M&A transactions (with appropriate confidentiality agreements)

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

7. Data Security

We implement appropriate technical and organizational measures to protect your information, including:

  • Encryption of sensitive data both in transit and at rest
  • Regular security assessments and penetration testing
  • Access controls and authentication procedures
  • Employee training on data protection and security
  • Incident response planning and data breach notification procedures
  • Secure handling of financial and high-net-worth client information

8. Your Rights and Choices

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

  • Accessing, correcting, or deleting your personal information
  • Restricting or objecting to our use of your information
  • Receiving a copy of your information in a portable format
  • Withdrawing consent for future processing
  • Opting out of certain marketing communications

To exercise these rights, please contact us at privacy@vestryinternational.com.

9. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or regulatory requirements. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

10. Contact Us

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

Vestry International
Email: privacy@vestryinternational.com
Phone: (305) 709-1322