Privacy Policy
Last Updated: April 1, 2025
Expat Wealth Partners (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, and protect your data when you visit our website or engage with our services.
1. Who We Are
Expat Wealth Partners is a specialized partner firm teamed with BGAN – Beacon Global Advisor Network, an SEC-regulated Registered Investment Advisor (RIA). We collaborate with licensed financial advisors and advisory firms to support their growth in the U.S.-connected and international wealth markets through strategic business development, marketing development, and educational resources.
We do not provide financial advice or manage client investments directly. When appropriate, we may introduce users to licensed advisors operating under a regulated RIA structure.
2. Information We Collect
We may collect the following types of information:
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Contact Information: Name, email address, phone number, and professional role.
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Advisor Information: Licensing status, jurisdiction, and areas of practice (for onboarding or partnership inquiries).
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Inquiry Details: Basic information related to your interest in advisory services or advisor collaboration.
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Technical Data: IP address, browser type, pages visited, and website behavior (via cookies and analytics tools).
If you are referred to a licensed advisor, they may collect additional financial or personal data under their own regulatory framework and privacy policy.
3. How We Use Your Information
We use your information to:
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Respond to inquiries or provide requested information
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Match users with licensed financial advisors, when appropriate
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Send updates, insights, or invitations to events or educational content (opt-out available)
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Improve website performance and visitor experience
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Fulfill any legal or regulatory obligations
4. How We Share Your Information
We do not sell your personal information. We may share it in the following circumstances:
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With licensed financial advisors affiliated with a regulated RIA, if you request a connection or referral
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With third-party vendors that provide services such as email marketing, hosting, or analytics, under strict confidentiality agreements
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As required by law or to comply with regulatory inquiries
5. Cookies & Tracking Technologies
Our website uses cookies to enhance your browsing experience, analyze usage, and improve content delivery. You may disable cookies in your browser settings; however, some website features may be affected.
6. Data Security
We maintain industry-standard safeguards to protect your personal information from unauthorized access, misuse, or disclosure. While no system is completely secure, we take reasonable precautions to ensure your data is protected.
7. Your Rights
Depending on your location, you may have the right to:
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Request access to or correction of your personal information
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Request deletion of your data (where applicable)
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Opt out of communications at any time
To make a request, contact us at support@expatwealthpartners.com.
8. Third-Party Websites
Our website may contain links to third-party websites, tools, or services. We are not responsible for their content or privacy practices. Please review their policies before submitting personal information.
9. Children’s Privacy
This website and our services are intended for individuals aged 18 and over. We do not knowingly collect personal data from children under 18.
10. Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our operations or legal obligations. The most current version will always be posted on this page with a revised effective date.
11. Contact Us
If you have any questions or concerns regarding this Privacy Policy or how your information is handled, please contact: