Legal StandardsPrivacy & Confidentiality Policy

At Crown Estate Advisors, we hold client confidentiality as a core pillar of our fiduciary duty. As real estate advisors to family offices, business owners, and developers, we understand the critical nature of privacy regarding your acquisitions, dispositions, and financial assets.

This Privacy Policy outlines how we collect, store, secure, and manage your personal and property data when you interact with our consulting services or utilize our website.

1. Scope of Fiduciary Confidentiality

Unlike traditional transactional real estate brokerages, we operate under a strict fiduciary standard. Any information you share regarding your business operations, tax structures, wealth profile, or asset portfolios is classified as Strictly Confidential. We do not disclose client identities, property locations, or deal structures to outside parties unless explicitly authorized by you or required by law.

2. Information We Collect

We only collect information necessary to provide professional advisory services. This information includes:

• Contact Details: Your name, corporate email address, telephone number, and company name.
• Inquiry Parameters: Details regarding your property holdings, target acquisitions, investment budgets, and transaction timelines.
• Financial and Entity Profiles: Asset portfolios, corporate structure charts, and capital constraints provided during underwriting.
• Technical Data: Anonymized analytical data, including IP address, browser type, and page interactions, to help optimize website loading speeds.

3. How We Secure and Store Data

We use advanced security protocols to protect your sensitive financial and property records. All digital documentation is stored on secure, encrypted cloud servers with restricted multi-factor access controls. Underwriting spreadsheets, tax reports, and deal portfolios are encrypted both in transit and at rest. Upon request, we can implement custom offline data storage models for clients requiring maximum security.

4. Our Data Sharing Policy

We do not sell, lease, trade, or share your personal or property data with third-party marketing companies, listing agents, or competing brokers.

We only share relevant details with third-party service providers (such as structural engineers, surveyors, title companies, or legal counsel) whom you have hired, and only to the extent necessary to perform their services during transaction due diligence.

5. Your Rights and Access

You have the right to request access to the personal records we hold about you, request corrections to incorrect data, or request the complete deletion of your records from our systems. To make a request, contact our Managing Director at info@CrownEstateAdvisors.com.

6. Updates to This Policy

We may update this Privacy Policy to reflect changes in our services, technology, or legal requirements. Any updates will be posted on this page with the revised Effective Date.

For questions or concerns regarding our privacy standards, please contact our Managing Director at 7982 Burnside Loop, Pensacola, FL 32526, or email info@CrownEstateAdvisors.com.