Legal

Privacy Notice

How Monolith collects, uses, and safeguards client information.

Information We Collect

We collect information you provide directly when you submit a private request, correspond with our team, or engage our services. This includes your name, contact details, and the nature of your inquiry. We also collect limited technical data such as browser type and pages visited for security and site optimization.

How We Use Information

We use personal information to respond to inquiries, deliver advisory and fiduciary services, meet regulatory obligations, and communicate with you about your relationship with the firm. We do not sell or rent personal information to third parties under any circumstances.

Information Sharing

Information is shared only with affiliated entities and trusted service providers who support our operations, and only under contractual confidentiality obligations. We may disclose information when required by law, regulation, or valid legal process.

Data Security

We maintain physical, electronic, and procedural safeguards designed to protect client information. Access is restricted to authorized personnel with a legitimate business need. Our controls are reviewed regularly and aligned with Swiss, Singapore, and U.S. financial-data standards.

Your Rights

You may request access to, correction of, or deletion of personal information we hold about you, subject to legal and regulatory retention requirements. To exercise these rights, contact Client Services.

Retention

We retain personal information only as long as necessary to fulfill the purposes described here and to comply with legal, tax, and regulatory obligations.