Organization Information:

2665 Fourth Ave
San Diego, California 92103
Phone: (866) 801-1553
Fax: (866) 801-155
Contact Information:

Contact Office: FamilyOfficeNetwork
Contact Name: Aaron Pickett,
Phone: (866) 801-1553 Fax: (866) 801-1553 Email:

Corporate Officer Information:

Corporate Officer: Peter R. Wheeler, Founder and Managing Director
Phone: (866) 801-1553 Fax: (866) 801-1553 Email:

Safe Harbor Information:

Signed up to safe harbor 03/05/2008 03:27:52 PM
Next certification 03/05/2010
EU/EEA Countries From Which Personal Information Is Received: Ireland, United Kingdom
Industry Sector: Computer Services - (CSV) Financial Services - (FNS)
Personal Information Received From the EU: FamilyOfficeNetwork® specializes in providing communication and organization tools through an online portal for advisors and their clients.
We collect non-public personal information about member advisors and their clients from the following sources:
• Information entered into the client's notes or email advisors section that is recorded in our administration notes.
• Files uploaded by advisors that have access to a client's account. FamilyOfficeNetwork does not have access to information posted by clients or advisors.
A primary advisor is defined as the advisor that uploads the client into the system, or the advisor that has been transferred "ownership." The primary advisor controls the access of the client's account and grants access to the client's other advisors.
A client's "advisor" may include the primary advisor or any FamilyOfficeNetwork member that has been granted access to that client's account by the primary advisor, or at the request of the client.
We will only use information about you or your clients to:
• Manage and administer the database.
We have limited the amount of information accessible by FamilyOfficeNetwork to the client's username only.
We have limited the access to data on the server, either physical or other type of access, to only the programming team and project manager.
Privacy Policy Effective: February 21, 2008
Location: 2665 Fourth Ave., San Diego, CA 92103;
Regulated by: Federal Trade Commission
Privacy Programs: None.
Verification: In-house.
Dispute Resolution: In the event a dispute cannot be resolved, the parties agree to submit to binding arbitration with a representative of the American Arbitration Association. All decisions of the arbitrator shall be binding on all parties.
Personal Data Covered: On-line.
Human Resource Data Covered: No

Do you agree to cooperate and comply with the European Data Protection Authorities? Yes

Certification Status: Current
Compliance Status:

Safe Harbor Overview | Safe Harbor Documents | Workbook | Safe Harbor List
Information Required for Certification | Certification Form