Rosewood Family Advisors LLP Privacy Policy

Last Updated: September 16, 2025

This Privacy Policy describes the information practices of Rosewood Family Advisors LLP (“Firm,” “we,” “us,” or “our”) and applies to our website at www.rfallp.com. This policy is intended to provide California residents with the disclosures required under the California Consumer Privacy Act of 2018 (“CCPA”), as amended by the California Privacy Rights Act (“CPRA”).

Information We Collect

In the past 12 months, we may have collected the following categories of personal information:

  • Identifiers: Such as your name, email address, or IP address when you contact us via email or visit our website.
  • Internet or other electronic network activity information: Such as browsing history, search history, and information regarding your interaction with our website. This information is collected automatically through the use of cookies and similar technologies.

We collect this information from the following sources:

  • Directly from you: When you send us an email.
  • Automatically: As you navigate our website.

Purpose for Collecting and Using Your Information

We collect and use this personal information for the following business and commercial purposes:

  • To respond to your inquiries and communicate with you.
  • To maintain and improve the functionality of our website.
  • For security purposes, such as detecting and preventing fraud.

Disclosure of Personal Information

We do not sell or share your personal information with third parties.

Your California Privacy Rights

If you are a California resident, you have the following rights regarding your personal information:

  • Right to Know: You have the right to request that we disclose to you the categories and specific pieces of personal information we have collected about you.
  • Right to Delete: You have the right to request the deletion of your personal information that we have collected, subject to certain exceptions.
  • Right to Correct: You have the right to request that we correct inaccurate personal information that we maintain about you.
  • Right to Opt-Out of Sale or Sharing: You have the right to opt-out of the sale or sharing of your personal information. As we do not sell or share personal information, this right is provided as a matter of compliance.
  • Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.

How to Exercise Your Rights

To exercise your rights to know, delete, or correct your personal information, please submit a verifiable consumer request to us by:

Data Retention

We retain personal information for as long as is necessary to fulfill the purposes for which we collected it, including for the purposes of satisfying any legal, accounting, or reporting requirements.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at info@rfallp.com.

Rosewood Family Advisors, LLP