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PRIVACY POLICY

Dynasty Wealth & Family Advisors is committed to protecting the privacy and confidentiality of every individual who visits this website or contacts us. Given the nature of our work, confidentiality is not simply a legal obligation but a fundamental principle of every client relationship.

Personal information is collected only when voluntarily provided, such as through direct correspondence or enquiries. This may include your name, email address, telephone number and any other information you choose to share with us.

The information you provide is used solely to respond to your enquiry, provide the requested services and maintain our professional relationship. We do not sell, rent or otherwise disclose personal information to third parties for marketing or commercial purposes.

Personal information is never disclosed to third parties unless authorised by the client or required by applicable law.

This website may collect limited technical information necessary for its operation and performance. No personally identifiable information is collected through the website unless voluntarily provided.

This Privacy Policy may be updated from time to time to reflect changes in legal requirements or business practices.

 

The latest version will always be available on this website.

By introduction only. 

A conversation begins personally and in confidence.

ZÜRICH . SWITZERLAND

DWFA

​© 2026

DYNASTY WEALTH & FAMILY ADVISORS.

PRIVACY POLICY.

Important Information

The information provided on this website is intended for general informational purposes only. It does not constitute legal, tax, investment or other professional advice and should not be relied upon as such. Every family has unique circumstances. Any engagement with Dynasty Wealth & Family Advisors begins with an individual assessment of the family’s objectives, governance structures and specific requirements before any recommendations are made. Where appropriate, Dynasty collaborates with carefully selected external professionals and institutions. Any introduction is made solely in the client’s best interests and with the client’s express consent, and does not constitute an endorsement, recommendation or guarantee of any third-party service. While every effort is made to ensure the accuracy of the information presented, no representation or warranty is given regarding its completeness, accuracy or continued applicability. All enquiries are treated with the highest level of discretion and confidentiality. Dynasty Wealth & Family Advisors does not provide regulated banking, investment management, fiduciary or legal services. Where such services are required, clients may, with their prior consent, be introduced to appropriately licensed independent institutions and professionals.

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