Privacy Policy
Effective Date: August 8, 2026
Generational Wealth Institute™ (“Generational Wealth Institute,” “Institute,” “we,” “us,” or “our”) respects the privacy of the individuals, families, business owners, professionals, researchers, members, applicants, and organizations who interact with us.
This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you:
- visit GenerationalWealth.org
- subscribe to Institute communications
- complete an application
- participate in an assessment
- apply for an Ownership Decision Review™
- participate in research
- attend an Institute program or event
- become a member
- purchase research or other resources
- participate in Generational Wealth Conversations™
- communicate with the Institute
- or otherwise use our websites, services, and digital resources
By using our website or voluntarily providing information to us, you acknowledge the practices described in this Privacy Policy.
1. Who We Are
Generational Wealth Institute™ is a research-driven institution focused on improving the quality of consequential ownership decisions.
Our activities may include:
- independent research
- Research Reports
- Research Briefs
- case studies
- assessments
- educational resources
- proprietary frameworks
- membership
- Ownership Decision Reviews™
- Decision Intelligence Reports™
- research interviews
- Generational Wealth Conversations™
- executive education
- institutional partnerships
- and other ownership decision resources
Our public-facing promise is:
Better Ownership Decisions. Better Outcomes.
2. Information We May Collect
The information we collect depends on how you interact with the Institute.
A. Information You Provide Directly
You may provide information such as:
- name
- email address
- telephone number
- organization or company
- job title
- geographic location
- professional background
- business information
- ownership information
- areas of interest
- application responses
- assessment responses
- membership information
- event registration information
- correspondence with the Institute
Where relevant to an Ownership Decision Review™, you may also voluntarily provide information concerning:
- business ownership
- company structure
- revenue or financial information
- capital
- governance
- management
- business operations
- ownership objectives
- succession
- family ownership considerations
- proposed acquisitions or sales
- strategic alternatives
- professional advisers
- or other information relevant to the decision under review
The specific information requested will depend on the nature and scope of the engagement.
3. Ownership Decision Review™ Information
Applicants and clients participating in an Ownership Decision Review™ may provide substantially more detailed information than ordinary website visitors.
This may include:
- business records
- financial records
- organizational information
- ownership structures
- governance documents
- strategic plans
- valuations
- transaction information
- shareholder information
- management information
- interview responses
- decision objectives
- documents provided by the client
- information regarding alternative ownership paths
We seek to collect only information reasonably relevant to the engagement.
Information provided during a formal engagement may also be subject to confidentiality provisions contained in a separate engagement agreement.
4. Assessment Information
The Institute may offer assessments, questionnaires, readiness tools, diagnostics, or other structured instruments.
Information collected through these tools may include responses concerning topics such as:
- ownership readiness
- founder independence
- business transferability
- governance
- capital allocation
- decision readiness
- enterprise structure
- strategic objectives
- perceived risks
- ownership continuity
Assessment responses may be used to:
- generate individualized results
- support an Ownership Decision Review™
- improve Institute research
- improve future assessments
- identify patterns
- develop aggregate benchmarks
Where assessment information is used for broader research or benchmarking, we may aggregate or de-identify the information as appropriate.
5. Information Collected Automatically
When you visit GenerationalWealth.org, certain information may be collected automatically through cookies, analytics tools, server logs, or similar technologies.
This may include:
- IP address
- browser type
- device type
- operating system
- pages visited
- referring webpage
- approximate geographic region
- date and time of access
- time spent on pages
- links clicked
- website interactions
- technical diagnostic information
This information helps us understand how the website is used and improve its performance, security, and usefulness.
6. Cookies and Similar Technologies
GenerationalWealth.org may use cookies and similar technologies for purposes such as:
- maintaining website functionality
- remembering user preferences
- measuring site performance
- understanding visitor behavior
- protecting website security
- improving content
- supporting account or membership functionality
- measuring communications or campaigns
Some cookies may be necessary for the operation of the website.
Others may be optional.
Where required by applicable law, we will provide appropriate choices regarding non-essential cookies.
You may also be able to control cookies through your browser settings.
7. How We Use Information
We may use personal information to:
Operate the Institute
- provide website functionality
- respond to communications
- administer accounts
- provide requested resources
- maintain security
Review Applications
- evaluate applications for Ownership Decision Reviews™
- determine whether an engagement is appropriate
- communicate regarding Application Review
- issue an Invitation to Proceed where appropriate
Provide Services
- conduct Ownership Decision Reviews™
- apply the Ownership Decision Framework™
- prepare Decision Intelligence Reports™
- conduct research
- administer assessments
- provide educational resources
- provide membership services
Communicate
- send requested research
- deliver newsletters
- communicate about programs or services
- provide administrative notices
- send important policy updates
Improve Our Work
- improve the Ownership Decision Framework™
- improve assessments
- improve research methods
- understand recurring ownership questions
- improve Institute resources and programs
Protect the Institute
- detect misuse
- prevent fraud
- protect security
- enforce our Terms of Use
- comply with legal requirements
8. Research and Institutional Learning
Research is a core function of Generational Wealth Institute™.
Information derived from Institute activities may contribute to broader institutional learning.
For example, we may study recurring patterns relating to:
- founder dependence
- transferability
- governance
- ownership transitions
- succession
- capital allocation
- acquisition decisions
- ownership readiness
- decision risks
- ownership optionality
Where information from individual engagements contributes to broader research, publications, benchmarking, or institutional learning, we intend to use appropriate methods such as:
- aggregation
- anonymization
- de-identification
- permission
- or other safeguards appropriate to the circumstances
We do not intend to publicly disclose confidential client information merely because it was provided through an advisory engagement.
9. Case Studies
The Institute may publish case studies to illustrate ownership decisions and application of the Ownership Decision Framework™.
Case studies may be:
- based on publicly available information
- used with permission
- anonymized
- de-identified
- simplified
- composite
- or fictional
We will not knowingly identify a confidential advisory client in a case study without appropriate authorization.
10. Generational Wealth Conversations™
Participants in Generational Wealth Conversations™ may voluntarily participate in recorded interviews, discussions, research conversations, podcasts, video programs, or similar media.
Because these conversations may be publicly distributed, participants may be asked to provide separate consent concerning:
- recording
- publication
- editing
- reproduction
- distribution
- use of name
- professional biography
- image
- voice
- excerpts
- quotations
Participation in a public interview should not be confused with confidential participation in an Ownership Decision Review™.
11. Research Participants
Some individuals may participate specifically in Institute research.
When appropriate, participants may receive information explaining:
- the purpose of the research
- what information will be collected
- how information may be used
- whether participation is confidential
- whether participation is recorded
- whether quotations may be attributed
- whether information may be published
Additional consent or research-participation terms may apply to particular projects.
12. Decision Intelligence Reports™
Decision Intelligence Reports™ may contain information provided by a client and analysis produced by the Institute.
Reports may include:
- Decision Definition™
- Ownership Diagnostic™
- Framework Findings™
- Comparative Analysis™
- risks
- decision opportunities
- assumptions
- evidence
- institutional judgment
- supporting research
The Institute may retain copies of reports and related engagement records for legitimate business, research, legal, compliance, quality control, and recordkeeping purposes, subject to applicable agreements and laws.
13. Aggregate and De-Identified Information
We may create aggregated or de-identified information so that it no longer reasonably identifies a particular individual or organization.
For example, aggregate research might eventually examine patterns such as:
- common ownership risks
- governance gaps
- transferability challenges
- decision-readiness patterns
- transition concerns
We may use and disclose properly aggregated or de-identified information for:
- research
- benchmarking
- publications
- product development
- institutional learning
- education
- statistical analysis
subject to applicable law and our confidentiality obligations.
14. Artificial Intelligence and Automated Systems
The Institute may use artificial intelligence, software, automation, or analytical technologies to support certain activities.
These may include:
- organizing information
- summarizing material
- assisting research
- identifying patterns
- supporting analysis
- preparing draft materials
- administrative workflows
- improving assessments
- developing future digital tools
Where these tools are used in connection with sensitive client information, the Institute intends to implement appropriate contractual, technical, and organizational safeguards.
Artificial intelligence or automated tools are not intended to independently determine a client’s final Ownership Decision Review™ conclusion without appropriate human judgment and review.
15. Service Providers
We may use trusted third-party service providers to help operate the Institute.
Examples may include providers for:
- website hosting
- cloud storage
- analytics
- cybersecurity
- payment processing
- videoconferencing
- document management
- customer relationship management
- assessment technology
- communications
- data analysis
- professional services
These providers may access information only as reasonably necessary to perform their functions.
Where appropriate, we seek to use contractual, privacy, and security protections governing their access to information.
16. Payment Information
If you purchase a product, membership, assessment, program, or advisory engagement, payment information may be processed by a third-party payment provider.
The Institute may receive transaction information such as:
- payer name
- billing contact
- payment status
- transaction amount
- date
- invoice information
We may not directly receive or retain complete payment-card information where payment processing is handled by a third-party provider.
17. When We May Disclose Information
We may disclose information in limited circumstances, including:
With Your Direction or Consent
When you ask or authorize us to share information.
With Service Providers
Where necessary to operate our website or services.
With Professional Advisers
Such as legal counsel, accountants, auditors, insurers, or security advisers where reasonably necessary.
Corporate Transactions
If the Institute participates in a merger, restructuring, financing, acquisition, transfer of assets, or similar organizational event.
Legal Requirements
When disclosure is reasonably necessary to:
- comply with applicable law
- respond to lawful process
- protect legal rights
- investigate fraud
- protect safety
- protect systems
- enforce agreements
We do not intend to disclose confidential client information to third parties simply for unrelated commercial purposes.
18. We Do Not Sell Personal Information to Advertisers
Generational Wealth Institute™ is not designed around selling user data.
We do not intend to sell identifiable personal information to third-party advertisers as a core part of our business model.
If our practices materially change, we will update this Privacy Policy and provide any notices or choices required by applicable law.
19. Marketing Communications
If you subscribe to:
- Institute research
- The Generational Wealth Letter
- membership communications
- event announcements
- research updates
- other communications
we may send communications to the contact information you provide.
You may unsubscribe from non-essential promotional emails using the unsubscribe mechanism included in the communication.
We may still send necessary administrative communications regarding:
- your account
- an application
- an engagement
- a purchase
- legal notices
- security matters
where appropriate.
20. Data Retention
We retain information for as long as reasonably necessary for the purposes for which it was collected and for legitimate:
- business
- research
- contractual
- legal
- security
- quality-control
- compliance
- recordkeeping
needs.
Different categories of information may be retained for different periods.
For example:
website analytics may not require the same retention period as a completed Ownership Decision Review™.
We intend to develop a formal internal data-retention schedule as the Institute’s operations mature.
21. Information Security
We take reasonable administrative, technical, and organizational measures intended to protect information from:
- unauthorized access
- misuse
- alteration
- loss
- disclosure
- destruction
Security measures may include, as appropriate:
- access controls
- secure authentication
- encryption
- secure hosting
- restricted access
- cybersecurity tools
- staff procedures
- data minimization
- vendor controls
However, no information system or method of internet transmission can be guaranteed to be completely secure.
Users should exercise care when sending highly sensitive information electronically.
22. Confidential Documents
Applicants and clients should submit confidential business documents only through channels approved by the Institute for that purpose.
Please do not submit highly sensitive materials through ordinary contact fields, newsletter forms, or other general-purpose website forms unless specifically requested.
23. International Data Processing
The Institute may use technology providers, professionals, researchers, or service providers located in different jurisdictions.
As a result, information may be processed or stored outside the jurisdiction where it was originally collected.
Where required, we will seek to use appropriate safeguards for international transfers of personal information.
24. Your Privacy Rights
Depending on where you reside and which privacy laws apply, you may have certain rights regarding your personal information.
These may include rights to:
- request access
- request correction
- request deletion
- request a copy
- object to certain processing
- restrict certain processing
- withdraw consent where consent is the legal basis
- opt out of certain communications
- raise a privacy complaint
Not every right applies in every jurisdiction or circumstance.
Certain information may also need to be retained because of:
- contractual obligations
- legal requirements
- legitimate business needs
- research integrity
- security
- dispute resolution
- recordkeeping obligations
25. Exercising Privacy Rights
Privacy requests may be sent to:
Generational Wealth Institute™
Privacy Email: [privacy@GenerationalWealth.org]
Website: GenerationalWealth.org
We may need to verify your identity before fulfilling certain requests.
Authorized representatives may be required to provide appropriate documentation.
26. Children
GenerationalWealth.org and the Institute’s ownership decision services are generally intended for adults and organizations.
We do not knowingly seek personal information from children through our general website services.
If we learn that a child’s personal information has been collected in circumstances that require parental consent or deletion, we will take appropriate steps consistent with applicable law.
27. Third-Party Websites
Our website may link to external:
- publications
- professional organizations
- research
- businesses
- social platforms
- technology providers
- advisers
- other websites
This Privacy Policy applies only to Generational Wealth Institute™.
Third parties maintain their own privacy policies and practices.
We encourage you to review those policies before providing information.
28. Social Media and Public Platforms
Information you voluntarily post on public platforms associated with the Institute may be visible to others.
Examples include:
- YouTube
- podcast platforms
- public webinar chats
- social-media comments
Do not post confidential business or personal information in public forums.
29. Membership Areas
Members may have access to restricted resources, discussions, research, events, or other materials.
Members should respect the confidentiality and privacy of other participants.
Personal information obtained through membership communities should not be:
- harvested
- sold
- scraped
- redistributed
- used for unsolicited marketing
- or otherwise misused
Additional membership terms may apply.
30. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect:
- changes in our services
- changes in technology
- new Institute programs
- legal developments
- new research practices
- operational changes
The current version will be posted on GenerationalWealth.org with its effective or updated date.
Material changes may be communicated through additional notices where appropriate or required.
31. Privacy Complaints
If you have concerns about how the Institute handles personal information, please contact us first so we can review the matter.
Privacy Contact:
Generational Wealth Institute™
[privacy@GenerationalWealth.org]
Depending on applicable law, you may also have the right to make a complaint to an appropriate privacy or data-protection authority.
32. Contact Information
Questions about this Privacy Policy or our privacy practices may be directed to:
Generational Wealth Institute™
GenerationalWealth.org
Privacy: privacy@GenerationalWealth.org
General Institutional Email: hello@generationalwealth.org.
