PRIVACY POLICY

Last updated: September 15, 2025

More Than Money (“MTM,” “we,” “our,” or “us”) is committed to protecting your privacy and safeguarding the personal information you entrust to us. As an organization dedicated to helping families, enterprises, and advisors thrive across generations, we understand the importance of confidentiality and responsible data stewardship.

This Privacy Policy describes how we collect, use, and protect your information when you visit our website, engage with our services, or communicate with our team.

1. Information We Collect

We may collect the following types of information:

  • Personal Information you provide: such as your name, email address, phone number, mailing address, or other details you voluntarily submit when filling out a form, requesting information, or engaging with our services.

  • Professional/Financial Information: when relevant to our services, such as family office or business details, to ensure we can provide appropriate support.

  • Technical Information: including IP address, browser type, device identifiers, and usage data when you access our website.

  • Cookies and Tracking: to improve your online experience and better understand how visitors engage with our site.

2. How We Use Your Information

We use the information we collect to:

  • Provide, personalize, and improve our services.

  • Respond to inquiries and communicate with you.

  • Share updates, invitations, or insights (only if you opt-in).

  • Enhance the security and performance of our website.

  • Comply with legal, regulatory, and professional obligations.

We will never sell your information.

3. How We Share Information

We may share your information only in the following circumstances:

  • With trusted service providers who support our technology, communications, or operations—bound by confidentiality agreements.

  • With professional partners or affiliates where necessary to deliver services you have requested.

  • When required by law or regulation, or to protect the rights, safety, and integrity of MTM, our clients, or others.

4. Data Security

We maintain industry-standard administrative, technical, and physical safeguards to protect your information. While no system can be guaranteed 100% secure, we continuously review and update our practices to meet or exceed financial-services standards for confidentiality and data protection.

5. Your Choices

  • You may opt out of receiving communications from us at any time by following the instructions in our messages or contacting us directly.

  • You may request access to, correction of, or deletion of your personal information, subject to applicable laws and professional regulations.

6. Cookies & Tracking

Our website may use cookies and similar technologies to enhance your browsing experience. You may adjust your browser settings to block cookies, though this may impact your use of certain site features.

7. International Visitors

If you access our website from outside the United States, please note that your information may be processed and stored in the U.S., where data protection laws may differ from those in your country.

8. Children’s Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

9. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or regulatory requirements. Updates will be posted on this page with a revised “Last updated” date.

10. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact us at:

More Than Money
4418 S. Technology Drive, Sioux Falls, SD 57106