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Privacy Policy

Last Updated: February 2026

Custody & Agency ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you visit our website or engage with our services.

1. Information Collection and Use

1.1 Personal Information

We may collect personally identifiable information (PII) that you voluntarily provide when using our website or services. This information may include but is not limited to your name, email address, phone number, and any other information you choose to share when requesting consults or downloading resources.

1.2 Cookies and Tracking Technologies

Our website may use cookies and other tracking technologies to enhance your browsing experience. These technologies collect non-personal information such as your IP address, browser type, and operating system to analyze trends and improve our services. You have the option to disable cookies through your browser settings or our secure cookie consent manager, although this may affect certain functionalities of the site.

1.3 Use of Information

We use the information collected to:

  • Provide, optimize, and improve our services and algorithms.
  • Respond to inquiries, audits, and support requests.
  • Communicate with you about our services, regulatory updates, or promotions.
  • Comply with strict legal obligations and enforce our corporate policies.

2. Data Protection and Security

We implement industry-standard enterprise security measures to protect your information from unauthorized access, disclosure, alteration, or destruction. We develop and build systems complying with HIPAA standards to safeguard sensitive health-related and PHI data, and strictly adhere to ADA/WCAG requirements for accessibility.

3. Data Sharing and Disclosure

We absolutely do not sell, trade, or rent your personal information to third parties. Period. However, we may disclose your information to trusted third-party service providers (such as infrastructure hosts or CRM platforms) who assist us in operating our website or conducting our business, subject to strict confidentiality agreements and Data Processing Addendums (DPAs).

4. International Data Transfers

If you are accessing our website or services from the European Union (EU) or other regions with laws governing data collection and use (such as GDPR), please be aware that your information may be transferred to and stored at a location outside of your jurisdiction, strictly within the United States. By using our services, you consent to such transfers and processing.

5. Your Rights and Choices

You have the explicit right to access, correct, or definitively delete your personal information from our systems. If you wish to exercise these rights or have any questions regarding how your data is processed, please contact our compliance desk using the information provided below.

6. Changes to this Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time without prior written notice. Any changes will be posted on this exact page with an updated effective date. Your continued use of our website after such modifications will constitute your acknowledgment of the modified policy.

7. Contact Us

If you have any questions, concerns, or legal inquiries about this Privacy Policy or our data processing pactices, please contact us immediately.