Privacy Policy

Effective Date: April 2026  ·  Last Updated: April 2026

Your privacy is foundational to the trust at the heart of this work. AEB Partners collects only what is necessary to serve you with excellence, shares nothing without your knowledge, and handles all information with the same discretion I bring to every engagement.


WHO WE ARE

AEB Partners is a boutique Life Operations and Executive Operations advisory practice. All client relationships are referral-based and held in strict confidence. References to "we," "our," or "AEB Partners" throughout this policy refer to the firm and its principal.


INFORMATION WE COLLECT

We may collect the following categories of information in the course of providing services or receiving an inquiry:

  • Contact information (name, email address, phone number)

  • Professional and biographical context you share during consultations

  • Scheduling preferences and calendar information

  • Correspondence sent via email, contact forms, or direct message

  • Information shared in connection with a specific engagement or project

We do not collect payment information directly. Any financial transactions are processed through secure third-party payment platforms.


HOW WE USE YOUR INFORMATION

Information is used exclusively to:

  • Respond to inquiries and schedule consultations

  • Deliver agreed-upon advisory and operations services

  • Maintain accurate records of our engagement

  • Communicate updates relevant to your work with us

  • Comply with applicable legal obligations

We do not use your information for marketing to third parties, profiling, or automated decision-making.


CONFIDENTIALITY & DISCRETION

The nature of Life Operations and Executive Operations advisory work requires handling deeply personal, professional, and financial information. All client information is treated as strictly confidential. Client identities are never disclosed without explicit written consent. We do not discuss, reference, or share client engagements in any public forum.

This commitment to discretion extends beyond the formal terms of any agreement and is a core value of this practice.


INFORMATION SHARING

We do not sell, rent, or trade your personal information. We may share information only in the following limited circumstances:

  • With trusted service providers who assist in operating this website or delivering services (e.g., scheduling tools, secure email), bound by confidentiality obligations

  • When required by law, regulation, or valid legal process

  • With your explicit prior consent


WEBSITE & ANALYTICS

This website may use standard analytics tools to understand site performance and visitor behavior in aggregate (e.g., pages visited, referring sources). This data is anonymized and not linked to individual identities. We do not use tracking cookies for advertising purposes.

If you submit a contact form, the information provided is used solely to respond to your inquiry.


DATA RETENTION

We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy, maintain appropriate records, or meet legal requirements. Client engagement records are retained for a minimum of seven years in accordance with standard business practices. You may request deletion of your information at any time, subject to legal retention obligations.


YOUR RIGHTS

Depending on your jurisdiction, you may have rights regarding your personal information, including the right to:

  • Access the personal information we hold about you

  • Request correction of inaccurate information

  • Request deletion of your information

  • Withdraw consent at any time (where processing is based on consent)

  • Lodge a complaint with a relevant data protection authority

To exercise any of these rights, please contact us directly.


SECURITY

We take reasonable and appropriate measures to protect personal information from unauthorized access, disclosure, alteration, or destruction. This includes using secure communication channels and limiting access to information on a need-to-know basis. No method of transmission over the internet is completely secure; however, we are committed to protecting your information to the highest practical standard.


THIRD-PARTY LINKS

This website may contain links to external sites. We are not responsible for the privacy practices of third-party websites and encourage you to review their policies independently.


CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time. Any changes will be reflected on this page with a revised effective date. We encourage you to review this page periodically