Privacy Policy

1. Data We Collect

We may collect the following categories of personal data:

• Identification Data: Last name, first name, email address, phone number.
• Professional Data: Company name, position, data related to the real estate assets being evaluated.
• Usage Data: Information about how you interact with our website (e.g., pages visited, time spent).
• Technical Data: IP address, browser type, language settings.

2. Purpose of Data Processing

We process your data for the purpose of:

• Providing the requested consulting services (heritage audit, asset valuation).
• Improving and personalizing your experience on our website.
• Communicating regarding updates, economic reports, or courses on investment fund management.
• Fulfilling legal and regulatory obligations.

3. Cookies and Similar Technologies

Our website uses cookies for basic functionality and analytics. Essential cookies are necessary for the website to function. We also use analytical cookies to understand how the site is used, without directly identifying individuals. You can manage your cookie preferences in your browser settings.

4. Sharing Data with Third Parties

Your data may be shared only in the following situations:

• With technical service providers who help us operate the website and services (under strict confidentiality obligations).
• When required by law or a competent authority.
• We do not sell your personal data to third parties for marketing.

5. Your Rights

In accordance with data protection regulations (e.g., GDPR), you have the following rights:

• The right of access to your personal data.
• The right to rectification of inaccurate data.
• The right to erasure ("the right to be forgotten") under certain conditions.
• The right to restriction of processing.
• The right to object to processing in certain circumstances.
• The right to data portability.
• The right to withdraw consent at any time, if processing is based on it.

To exercise these rights, please contact us at the dedicated email address below.

6. Data Protection Contact

For any questions or requests related to this privacy policy and the processing of your personal data, please contact: