Privacy Policy | Abel Family Management Company

Privacy Policy

Last updated: June 26, 2026

This Privacy Policy explains how ABEL FAMILY MANAGEMENT COMPANY (“Company,” “we,” “us,” or “our”) may collect, use, store, disclose, and protect information when you visit this website, use our portals or tools, communicate with us, submit information through any current or future forms, or interact with our digital services.

This website is operated by ABEL FAMILY MANAGEMENT COMPANY, 50 Quartz Place, St. Augustine, FL 32086. You may contact us at 877.408.2235 or [email protected].

1. Information We May Collect

Depending on how you interact with us, we may collect the following categories of information:

  • Contact information, such as name, email address, mailing address, phone number, company name, and communication preferences.
  • Account and portal information, such as usernames, login-related information, access requests, user roles, activity records, files, messages, and records associated with approved portals or tools.
  • Communication information, including emails, calls, voicemails, text messages, chat messages, support requests, appointment information, form submissions, and responses to our communications.
  • Transaction and operational information, including documents, records, authorizations, billing details, service requests, administrative notes, and related business records.
  • Device, usage, and technical information, such as IP address, device identifiers, browser type, operating system, referring pages, pages visited, click activity, date and time stamps, cookie identifiers, approximate location derived from IP address, and website performance data.
  • Marketing and analytics information, including campaign interactions, ad source attribution, page engagement, remarketing audiences, conversion events, and similar tracking information.

2. How We Collect Information

We may collect information directly from you, automatically through technology, from company portals and approved tools, from service providers, from advertising and analytics platforms, from business partners where permitted, and from public or commercially available sources.

Although this website may not currently include a public collection form, we may add forms, subscriptions, appointment requests, login requests, quote requests, resource requests, or other data collection methods in the future. Any future collection will be governed by this Privacy Policy and any additional disclosure displayed at the point of collection.

3. Cookies, Pixels, Trackers, and Analytics

We may use cookies, pixels, tags, scripts, beacons, server logs, software development kits, and similar technologies to operate the website, improve performance, remember preferences, measure traffic, understand user behavior, protect against fraud or misuse, and support advertising or retargeting efforts.

These tools may include services provided by Google, Meta/Facebook, Microsoft/Bing, analytics providers, CRM platforms, advertising networks, hosting providers, security providers, email platforms, call tracking providers, and other technology vendors. These providers may collect or receive information from this website and elsewhere on the internet and may use that information to provide measurement services, targeted advertising, security, personalization, and reporting, subject to their own privacy terms.

4. How We Use Information

We may use information to:

  • Operate, maintain, secure, and improve our website, portals, files, tools, and company systems.
  • Verify identity, manage access, provide requested resources, and support secure account or portal activity.
  • Respond to inquiries, support requests, access requests, document requests, and administrative needs.
  • Send transactional, operational, administrative, security, account, appointment, document, billing, or relationship-related communications.
  • Send marketing, promotional, educational, or informational communications when permitted by law and based on applicable consent or opt-in status.
  • Measure website performance, campaign effectiveness, user engagement, and communication effectiveness.
  • Personalize content, improve internal processes, train staff or systems, and develop company messaging or resources.
  • Comply with legal, regulatory, contractual, security, recordkeeping, and risk-management obligations.
  • Protect the rights, safety, property, operations, systems, and legitimate business interests of the Company and others.

5. Communications, Consent, and Message Types

We may communicate by mail, email, phone call, voicemail, voicemail drop, text message, multimedia message, automated message, prerecorded message, artificial or AI-assisted message, portal notification, or other electronic communication method where permitted by law.

Transactional and Relationship Communications

Transactional or relationship communications may include account notices, portal access updates, document requests, appointment reminders, security alerts, administrative notices, billing notices, support responses, and communications related to an existing relationship, request, transaction, or service.

Marketing and Promotional Communications

Marketing or promotional communications may include offers, newsletters, educational messages, company updates, service announcements, event invitations, promotions, advertising, or other content designed to encourage engagement with our services, resources, or affiliated activities. Marketing communications will be sent only where permitted by law and based on applicable consent, opt-in, business relationship, or other legally recognized basis.

6. SMS, MMS, Calls, Voicemail Drops, and Automated Communications

If you provide a phone number and opt in or otherwise provide legally valid consent, you authorize ABEL FAMILY MANAGEMENT COMPANY and its service providers to contact you at the number provided by text message, multimedia message, phone call, voicemail, voicemail drop, prerecorded message, artificial voice, automated telephone dialing system, AI-assisted communication tool, or similar technology. Message frequency may vary. Message and data rates may apply.

Consent to receive marketing calls or marketing text messages is not required as a condition of purchase, account access, portal access, or use of our services. You may opt out of marketing text messages by replying STOP. You may request help by replying HELP or contacting us at [email protected]. You may also revoke consent through any reasonable method that clearly communicates your request.

Opting out of marketing messages does not necessarily prevent us from sending transactional, account, security, legal, or relationship-related messages where permitted by law. We may send a confirmation message to verify an opt-out request.

No mobile information sharing for marketing: Mobile phone numbers, SMS/MMS opt-in data, and text messaging consent records will not be sold, rented, released, or shared with third parties or affiliates for their own marketing or promotional purposes. This restriction does not prevent us from sharing information with vendors, carriers, messaging platforms, CRM systems, hosting providers, security providers, legal advisors, or other service providers as needed to deliver messages, maintain records, comply with law, protect rights, or operate our business.

7. Email Communications

If you provide your email address or otherwise consent to email communications, we may send transactional, administrative, relationship, educational, or marketing emails where permitted. Marketing emails may include an unsubscribe link or other opt-out method. Transactional or relationship emails may continue where permitted by law.

8. Use of Artificial Intelligence and Automation

We may use artificial intelligence, automation, templates, analytics, transcription, summarization, drafting, customer relationship management tools, workflow systems, and similar technologies to help create, review, organize, personalize, route, improve, or manage content, communications, documents, support requests, and internal operations.

AI-assisted content may contain errors or may require human review. We do not represent that AI-generated or AI-assisted content is legal, tax, financial, investment, medical, or other professional advice. Important decisions should not be made solely from automated or AI-assisted content.

9. How We Disclose Information

We may disclose information to service providers, contractors, professional advisors, hosting providers, CRM providers, communication platforms, payment processors, analytics providers, advertising platforms, security providers, file storage providers, cloud service providers, legal or compliance advisors, and other parties that support business operations.

We may also disclose information when required or permitted by law, to protect rights and safety, to enforce agreements, to prevent fraud or misuse, in connection with a business transfer, restructuring, merger, acquisition, financing, sale of assets, or similar transaction, or with your consent.

10. Third-Party Sites, Portals, and Tools

This website may link to third-party portals, encrypted drives, communication tools, payment systems, websites, analytics tools, advertising platforms, and other services. We are not responsible for the privacy practices, terms, content, security, availability, or actions of third-party services. Your use of third-party services is governed by their own terms and policies.

11. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect information. However, no website, portal, file system, network, transmission, or storage system can be guaranteed to be fully secure. You are responsible for using strong passwords, maintaining account confidentiality, and accessing portals or drives only through trusted devices and networks.

12. Data Retention

We may retain information for as long as reasonably necessary to operate our business, provide services, maintain records, comply with law, resolve disputes, enforce agreements, protect rights, and support legitimate business purposes. Retention periods may vary depending on the type of information and applicable obligations.

13. Your Choices

You may contact us to request access, correction, deletion, or restriction of certain information, subject to legal, security, operational, and recordkeeping limitations. You may adjust browser settings to reject or delete cookies. You may also use platform-level settings provided by Google, Meta, Microsoft/Bing, and other advertising or analytics providers to manage certain tracking and ad personalization preferences.

14. Children’s Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13 without appropriate consent. If you believe a child has provided information to us, please contact us.

15. State and International Privacy Rights

Depending on your location, you may have additional privacy rights under state, federal, or international privacy laws. We will respond to applicable requests as required by law. This website is intended for use in the United States unless otherwise stated.

16. Changes to This Privacy Policy

We may update this Privacy Policy at any time. The updated version will be posted with a revised “Last updated” date. Continued use of the website, portals, tools, or communications after changes are posted means you acknowledge the updated policy.

17. Contact Us

ABEL FAMILY MANAGEMENT COMPANY
50 Quartz Place
St. Augustine, FL 32086
Phone: 877.408.2235
Email: [email protected]