The Almanac lists advisers using professional information already public — their recognition in independent industry rankings. You can ask to see, correct or remove your profile at any time. This is the full legal notice. For a shorter summary, see the data rights page.
Privacy Notice
The Family Office Almanac
Last updated: 20 June 2026
The Almanac is operated by The Family Office Almanac. We are the data controller for the personal data described here.
Contact for data matters: contact@foalmanac.com
1. Who this notice is for
This notice covers two groups:
- Listed advisers — professionals whose recognition in the family-office market is recorded in the Almanac. Most personal data we hold relates to this group, and it is not collected from you directly (see section 4).
- Site users and correspondents — people who browse the site, submit a form, claim a profile, subscribe to updates, or contact us.
2. What personal data we hold
For listed advisers (professional information only): name; professional title/role; firm or organisation; jurisdiction(s) of practice; areas of specialism; and the independent recognition(s)/source(s) on which the entry is based. Where an adviser claims and edits their own profile, we also hold the content they submit (free text, URLs, a photograph) and the email address used to verify them.
We do not seek or record special-category data (Article 9 UK GDPR) — no data revealing racial or ethnic origin, political opinions, religious beliefs, health, sexual orientation, trade-union membership, or biometric/genetic data. We hold no criminal-offence data.
For site users and correspondents: contact details and message content you provide; claim/verification data; and limited technical data (see our Cookie Policy).
3. Why we use it, and our legal basis
| Purpose | Legal basis (UK GDPR Art. 6) |
|---|---|
| Maintaining an accurate, public record of advisers recognised by independent sources | Legitimate interests — Art. 6(1)(f) |
| Operating the claim/edit process and verifying identity | Legitimate interests; performance of steps at your request |
| Responding to enquiries, corrections, rights requests | Legitimate interests; legal obligation (where a statutory right applies) |
| Sending service or B2B outreach emails to professional recipients | Legitimate interests, within PECR limits (with opt-out) |
| Non-essential analytics cookies | Consent (see Cookie Policy) |
| Paid listings, visibility, membership, events | Performance of a contract (Art. 6(1)(b)); legitimate interests for related admin |
Our legitimate interest is to provide a transparent, verifiable record of professional recognition in the family-office advisory market. We have weighed this against your interests and rights in a Legitimate Interests Assessment, which we will share on request. Because we rely on legitimate interests, you have a right to object (see section 8).
4. Where adviser data comes from
For listed advisers, the personal data is not collected from you directly. It is drawn from publicly available, independent, editorial or survey-based recognition — including Chambers HNW, The Legal 500 Private Client, Citywealth, eprivateclient, Who's Who Legal, STEP, Spear's 500, Décideurs / Leaders League, PrimeResi, and Apollo. Every entry records the source(s) it is based on. We use only credible, non-pay-to-play sources.
Because the data comes from third-party sources, Article 14 UK GDPR applies. Given the number of people listed, individually contacting each person would involve disproportionate effort, so — as Article 14(5)(b) permits — we make the required information public by publishing this notice prominently and linking it from every profile. This reliance is documented internally.
5. Who we share it with
We do not sell personal data. We share it only with service providers acting on our instructions (processors), and where the law requires:
- Hosting, content delivery, database & file storage: Cloudflare (Workers, D1, R2) (US/global)
- Email delivery: Resend (US/global)
- Email inbox / office tools: Google
- Analytics: Google Analytics 4 (only if you consent to analytics cookies)
A current list of processors is available on request. We require each to protect personal data under a written data-processing agreement.
6. International transfers
Some providers process data outside the UK/EEA. Where they do, we rely on appropriate safeguards — the UK International Data Transfer Agreement / Addendum to the EU SCCs, or a UK/EU adequacy decision. Cloudflare, Google and Resend process data in the US (covered by the UK–US data bridge / SCCs). Details are available on request.
7. How long we keep it
We keep adviser entries for as long as they remain a current, sourced record of professional recognition. If you object or ask to be removed, we de-publish your entry and add you to a suppression list so the entry is not reintroduced in a future import. Correspondence and claim records are kept only as long as needed for the purpose and to evidence compliance. Full periods are set out in our Data Retention Policy (available on request).
8. Your rights
Under UK GDPR you have the right to: access your data; rectification of inaccurate data; erasure; restriction of processing; data portability (where applicable); and to object.
Because we rely on legitimate interests, you have a specific right to object to our processing (Article 21). If you object, we will stop unless we can show compelling legitimate grounds that override your interests — and in practice, for a profile, we will de-publish it on request.
You also have the right to withdraw consent to analytics cookies at any time (this does not affect processing before withdrawal).
To exercise any right, use our Data rights page or email contact@foalmanac.com. We aim to respond within five working days and, in any event, within the statutory one month. Every adviser profile carries a visible "Request a correction / removal" and "Report an inaccuracy" link.
9. Accuracy
Accuracy matters to us. Every entry cites its source so it can be checked. If you believe an entry or a source record is wrong, tell us and we will verify it directly and correct or remove it as appropriate.
10. Complaints
We hope to resolve any concern directly. You also have the right to complain to the UK supervisory authority, the Information Commissioner's Office (ICO) — ico.org.uk/make-a-complaint/ — or, if you are in the EEA, to your local supervisory authority.
11. Changes
We may update this notice. The "last updated" date above shows the current version; material changes will be flagged on the site.