Scope of This Privacy Statement

This Privacy Statement applies when we process personal financial information for:

✔ Exclusive tax planning and wealth preservation services for high-income individuals.

✔ Investment, asset protection, and estate planning insights.

✔ Personalized financial consulting and private client advisory services.

✔ Legal tax mitigation strategies for executives, investors, and high-net-worth professionals.

Our Role in Protecting Your Data

High-income earners are often targeted by fraud, financial threats, and tax audits. Our role is to ensure your personal financial information remains private and protected while optimizing your tax strategy for maximum efficiency.

In certain situations, other financial entities (such as your wealth manager, CPA, or legal team) may also control aspects of your data. In such cases, we work as an independent entity to process your personal tax information securely.

If you have concerns about third-party access to your data, we can work directly with your financial team to ensure your information is handled with the highest level of discretion.

Personal Information We Collect

Information You Provide

When working with Prime Path Advisory, we may collect personal data, including but not limited to:

✔ Personal and Financial Information – Name, income details, tax return history, investment holdings, and estate planning documents.

✔ Lifestyle and Asset Information – Real estate holdings, business investments, charitable giving, and luxury asset ownership.

✔ Professional and Investment Details – Equity compensation, stock options, private equity interests, and high-value transactions.

Information We Collect AutomaticallyTo provide proactive tax planning, we may collect:

✔ Financial Account Information – When linking bank accounts, brokerage accounts, or retirement funds for tax analysis.

✔ High-Income Tax Profile Analysis – Using IRS guidelines, we assess your historical tax filings to uncover missed savings opportunities.

✔ Executive Compensation & Wealth Transfers – To ensure optimal tax structuring of bonuses, equity payouts, or generational wealth transfers.

Information from External Sources

We may obtain additional high-net-worth financial data from:

✔ Tax Authorities & Financial Institutions – IRS records, investment firms, and real estate ownership databases.

✔ Legal & Estate Planning Teams – When coordinating tax-efficient wealth transfers or trust structures.

✔ Custom Reports & Market Analysis – To align your tax strategy with changing laws affecting high-income individuals.

How We Use Your Information

High-income earners require specialized financial solutions. We process your information to:

✔ Minimize your tax burden legally and efficiently.

✔ Identify advanced deductions, credits, and loopholes available only to high-income individuals.

✔ Optimize estate and generational wealth planning.

✔ Protect your assets from unnecessary taxation.

✔ Ensure compliance while maintaining maximum financial privacy.

We do not sell your personal data or share it with unauthorized third parties.

How We Share Your Information

We may share your data only when necessary and strictly within elite financial circles:

✔ With your permission – If your wealth manager, attorney, or financial planner requires collaboration.

✔ For legal compliance – If required by IRS regulations, state tax authorities, or court orders.

✔ With tax law specialists – When structuring complex deductions, wealth transfers, or high-value tax strategies.

✔ For audit protection – Ensuring full legal compliance while defending against IRS scrutiny.

If you have strict privacy concerns, we can implement additional data protection measures to limit access to your financial records.

Your Privacy Choices and Rights

Your Rights

As a high-income individual, you may request:

✔ A detailed review of how we manage your personal financial data.

✔ Corrections or updates to your personal and tax records.

✔ Secure data transfer to your wealth management or legal team.

✔ The right to opt-out of non-essential data collection.

For privacy concerns, contact us directly at [email protected].

Data Security & Retention

We recognize that high-income individuals require elevated security measures.

✔ Bank-level encryption for all digital financial data.

✔ Multi-factor authentication (MFA) for access to private tax records.

✔ Confidentiality agreements for all financial professionals handling your data.

✔ Minimal data retention policy – we store only what is necessary for tax optimization.

Your data is safeguarded using top-tier security protocols.

Risk-Free Refund Policy

We guarantee results.

✔ If you do not see the expected tax savings, we will fully refund your investment in our tax planning services.

Your financial security is our priority. If we don’t deliver, you don’t pay.

International Data Transfers

If you hold international investments, foreign bank accounts, or overseas businesses, we ensure your global tax strategy remains compliant with IRS and FATCA regulations.

All international tax data transfers follow strict security protocols to prevent unwanted exposure to foreign tax authorities.

Children’s PrivacyOur services are exclusively designed for adults. We do not collect data from minors.

Changes to This Privacy Statement

We periodically update this Privacy Statement to reflect changes in tax laws and financial regulations affecting high-income individuals.

We encourage you to review this statement regularly to stay informed about your rights and our privacy protections.

How to Contact Us

If you have any privacy concerns or data security requests, contact us:

📧 Email: [email protected]

By using Prime Path Advisory’s elite tax services, you agree to this Privacy Statement.