Effective Date: January 13, 2026

Last Updated: January 13, 2026

Our Commitment to Your Privacy

At Hampton Hillcrest, we understand that privacy is paramount for families of significant wealth. This Privacy

Policy explains how we collect, use, protect, and handle your personal and financial information with the utmost

discretion and care.

Your trust is the foundation of our relationship, and we maintain institutional-grade security protocols to

safeguard your confidential information at all times.

Information We Collect

Information You Provide Directly

When you engage with Hampton Hillcrest, we may collect:

Contact Information: Name, email address, phone number, mailing address, and preferred communication

methods.

Financial Information: Details about your assets, investments, income, tax situation, business interests, estate

planning needs, and wealth management objectives.

Professional Information: Employment history, business ownership details, professional affiliations, and

relevant corporate information.

Family Information: Information about family members, beneficiaries, trustees, and other individuals relevant

to your wealth planning and estate considerations.

Consultation Details: Information shared during consultations, meetings, correspondence, and ongoing

advisory relationships.

Information Collected Automatically

When you visit our website, we may automatically collect:

Technical Information: IP address, browser type, device information, operating system, and access times.

Usage Information: Pages visited, time spent on pages, links clicked, and navigation patterns through our

website.Cookies and Tracking Technologies: We use cookies and similar technologies to enhance your browsing

experience and analyze website performance.

How We Use Your Information

We use your information solely to provide exceptional family office services and maintain our advisory

relationship:

Service Delivery: To provide comprehensive wealth management, tax planning, estate planning, private equity

advisory, and strategic CFO services tailored to your family’s needs.

Client Communication: To respond to inquiries, schedule consultations, provide updates, share relevant

opportunities, and maintain ongoing correspondence.

Strategic Planning: To develop customized wealth preservation strategies, identify tax optimization

opportunities, and recommend investment structures aligned with your objectives.

Relationship Management: To understand your goals, track service delivery, monitor outcomes, and ensure

we’re meeting your family’s evolving needs.

Legal and Compliance: To fulfill regulatory requirements, maintain accurate records, and comply with

applicable laws and professional standards.

Internal Operations: To improve our services, train our team, analyze engagement effectiveness, and enhance

client experience.

How We Protect Your Information

Security Measures

Hampton Hillcrest employs institutional-grade security protocols:

Physical Security: Secure office facilities with restricted access, locked file storage, and controlled entry

systems.

Digital Security: Encrypted data transmission, secure servers, firewalls, multi-factor authentication, and regular

security audits.

Procedural Security: Strict confidentiality agreements with all staff, limited access protocols, secure document

destruction, and comprehensive privacy training.

Third-Party Security: We require all service providers and partners to maintain equivalent security standards

through binding contractual obligations.

Data Retention

We retain your information for as long as necessary to serve your family’s needs and comply with legal andregulatory requirements. When information is no longer needed, we destroy it securely using methods that

prevent unauthorized access or reconstruction.

Information Sharing and Disclosure

Our Discretion Commitment

We do not sell, rent, trade, or otherwise commercialize your personal or financial information. Your privacy is

absolute.

Limited Sharing for Service Delivery

We may share your information only in the following circumstances:

With Your Consent: When you explicitly authorize us to share information with specific third parties.

Service Providers: With carefully vetted professionals who assist in delivering our services, including CPAs,

estate attorneys, investment platforms, custodians, and technology providers—all bound by strict confidentiality

agreements.

Professional Advisors: With your existing legal counsel, accountants, or other advisors as necessary to

coordinate comprehensive strategies, and only with your knowledge and approval.

Legal Requirements: When required by law, court order, subpoena, or regulatory authority, and only to the

extent legally mandated.

Business Transitions: In the event of a merger, acquisition, or sale of Hampton Hillcrest assets, your

information would transfer under equivalent confidentiality protections.

Protection of Rights: To protect Hampton Hillcrest’s legal rights, prevent fraud, enforce our agreements, or

respond to emergencies involving safety.

Your Privacy Rights and Choices

Access and Correction

You have the right to review the personal information we maintain about you and request corrections to ensure

accuracy. Contact us to access or update your information.

Communication Preferences

You may opt out of marketing communications at any time while continuing to receive essential service-related

correspondence. Contact us to adjust your communication preferences.

Data Deletion

Subject to legal and regulatory retention requirements, you may request deletion of your personal information.Note that certain information must be retained for compliance purposes even after our relationship ends.

Opt-Out of Cookies

You can configure your browser to refuse cookies or alert you when cookies are being sent. Note that some

website features may not function properly without cookies.

Third-Party Links

Our website may contain links to third-party websites for your convenience. Hampton Hillcrest is not

responsible for the privacy practices of external sites. We encourage you to review the privacy policies of any

third-party websites you visit.

Children’s Privacy

Our services are designed exclusively for adults. We do not knowingly collect information from individuals

under 18 years of age through our website. If we discover we have inadvertently collected such information, we

will delete it immediately.

California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

Right to Know: Request details about the personal information we have collected about you in the past 12

months.

Right to Delete: Request deletion of your personal information, subject to certain exceptions.

Right to Opt-Out: Opt out of the sale of personal information (note: Hampton Hillcrest does not sell personal

information).

Right to Non-Discrimination: Receive equal service and pricing regardless of exercising your privacy rights.

To exercise these rights, contact us using the information provided below.

International Considerations

Hampton Hillcrest operates primarily in the United States. If you are accessing our services from outside the

United States, please be aware that your information may be transferred to, stored, and processed in the United

States where our servers and offices are located. By using our services, you consent to this transfer.Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal

requirements, or business operations. We will post the updated policy on our website with a revised “Last

Updated” date. Material changes will be communicated directly to active clients. We encourage you to review

this policy regularly.

Contact Us Regarding Privacy

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please

contact us:

Hampton Hillcrest

Houston, Texas

713-496-2220

admin@hamptonhillcrest.com

We are committed to addressing your privacy concerns promptly and thoroughly. Your trust is our highest

priority, and we welcome the opportunity to discuss how we protect your confidential information.

Acknowledgment

By using Hampton Hillcrest’s website or engaging our services, you acknowledge that you have read,

understood, and agree to this Privacy Policy and our information handling practices.