Privacy Policy

1. Data We Collect

We may collect the following categories of personal data:

• Identification Data: Name, surname, email address, phone number.
• Professional Data: Company name, role, field of activity.
• Usage Data: Information about how you interact with our website (IP address, browser type, pages visited, time spent), collected through cookies and similar technologies.
• Communication Data: Content of messages sent via the contact form or email.

2. Purpose of Data Processing

We process your personal data for the following legitimate purposes:

• To respond to your inquiries and manage the consulting relationship.
• To send you relevant information about our tax planning and wealth management services.
• To improve the functionality and experience on our website.
• To comply with our legal obligations in the financial and tax fields.

3. Cookies and Tracking Technologies

The website uses strictly necessary cookies for its basic operation. We do not use third-party cookies for advertising or advanced profiling. You can control cookie settings in your browser.

4. Sharing Data with Third Parties

Your data is not sold or rented. We may share it only with:

• Technical service providers (hosting, email) who act as data processors and adhere to the same privacy standards.
• Competent authorities, only when required by law.

5. Your Rights

In accordance with data protection legislation, you have the following rights:

• The right of access to your personal data.
• The right to rectification of inaccurate data.
• The right to erasure ("the right to be forgotten"), under certain conditions.
• The right to restriction of processing.
• The right to object to processing in certain circumstances.
• The right to data portability.
• The right to withdraw consent at any time, without affecting the lawfulness of processing based on consent before its withdrawal.

To exercise these rights, please contact us using the details below.

6. Data Protection Contact

For any questions or requests related to the processing of your personal data and the exercise of your rights, you can contact the data protection officer:

You have the right to lodge a complaint with the National Supervisory Authority for Personal Data Processing.