+1 213 706 0093

Family Transition Planning & Guidance

Privacy Policy

Information We Collect

We may collect the following information:

Personal Information: Name, Email address, Phone number, Business details, financial or operational information related to business brokerage inquiries, consultation requests, and exit planning services.

Device Information: Browser type, IP address, operating system, and technical data.

Cookies: Used to improve your browsing experience, manage user preferences, and analyze website traffic. You can disable cookies through your browser settings if you prefer.

How We Use Your Information

We use your information for the following purposes:

Service Provision: To provide Family Home services, exit planning consultations, business valuation discussions, acquisition support, and related advisory services under Palante Inc.

Communication: To send consultation confirmations, appointment reminders, business insights, follow-ups, and respond to inquiries.

Analytics: To evaluate website performance, improve client experience, and enhance our business advisory offerings.

Sharing Your Information

No Sharing for Marketing: We do not sell or share your personal information with third parties for marketing purposes.

Service Providers: We may share necessary information with trusted third-party service providers who assist in delivering our services (e.g., CRM systems, scheduling tools, payment processors, or hosting providers). These partners are required to protect your data.

Exclusion of Text Messaging Data: Information collected via SMS/MMS will not be shared with third parties for marketing purposes without your explicit consent.

Your Rights

Opt-Out: You may stop receiving marketing messages by following the unsubscribe instructions in communications or by contacting us.

Access & Correction: You may request access to or correction of your personal data by emailing [email protected]

Security Measures

We use industry-standard security practices to safeguard your data. However, no online system can be guaranteed 100% secure. We encourage users to take reasonable precautions to protect their information.

Children’s Privacy

Our services are intended for users aged 18 and older. We do not knowingly collect data from minors under 18 years of age.

SMS/MMS Messaging Terms

Opt-In/Opt-Out: You can opt in by subscribing through our forms or texting "START." To opt out, text "STOP" at any time.

Message Frequency: Messages may include consultation updates, appointment reminders, business insights, valuation follow-ups, and relevant service notifications.

Data Privacy: Information collected for messaging is securely stored and not shared without consent.

Standard Rates: Standard message and data rates may apply depending on your mobile carrier.

Your Choices and Controls

Manage Preferences: You may manage cookies and personal data settings through your browser or by contacting us.

Help and Support: For messaging assistance, text "HELP" or email [email protected]

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on our website with the latest effective date. Continued use of our services after updates signifies your acceptance of the revised policy.

Contact Us

If you have any questions about this Privacy Policy or our practices, please contact us:

📧 [email protected]

📞 +1 213-706-0093

Free, No-Obligation Guide

Confidential Consultations

Family-First Approach

Helping families navigate senior transitions with clarity and confidence.

© 2026 Palante Inc. All Rights Reserved.