Privacy Policy

Our privacy posture

HeritageMirror.ai is a reflective platform for families, wealth creators, rising generation members, and advisors navigating inheritance, identity, legacy, and succession. We understand that the information shared through an assessment or signup flow may feel personal. This Privacy Policy explains what we collect, how we use it, and the choices available to you.

By using HeritageMirror.ai, submitting an assessment, joining a waitlist or Founding 500 form, or otherwise interacting with the site, you agree to the practices described in this Privacy Policy.

Information we collect

We may collect the following categories of information.

Assessment responses

When you complete the Heritage Readiness Assessment, we may collect your selected path, such as Wealth Generator or Rising Gen, your answers, scoring outputs, archetype result, shadow mirror result, and related readiness insights.

Email and signup information

When you submit a form, request access, join the Founding 500, download a resource, or ask to receive updates, we may collect your name, email address, role or respondent type, family or advisor category, and any other information you choose to provide.

Founding 500 signup information

If you apply for or join the Founding 500, we may collect information used to understand whether HeritageMirror is a fit, including whether you are a family with approximately $1M to $50M in net worth, an advisor serving such families, or a rising generation member.

Site usage and device information

We may collect information about how visitors use the site, including pages viewed, buttons clicked, approximate location, browser type, device type, referring pages, and time spent on the site.

Cookies and similar technologies

We may use cookies, pixels, local storage, analytics tools, and similar technologies to operate the site, improve the user experience, understand traffic, remember preferences, and measure the effectiveness of content or campaigns.

How we use information

We may use information to:

• Provide the Heritage Readiness Assessment and related results.
• Deliver requested resources, updates, and signup confirmations.
• Operate, maintain, test, and improve HeritageMirror.ai.
• Understand which audiences are engaging with the platform.
• Personalize content, onboarding, and educational experiences.
• Communicate with you about the platform, Founding 500, events, updates, and related offerings.
• Monitor site performance, security, and misuse.
• Comply with legal obligations and enforce our terms.

We do not use assessment responses to provide legal, tax, investment, financial, or therapeutic advice.

How we share information

We do not sell your personal information.

We may share information with trusted third parties who help us operate HeritageMirror.ai, including website hosting providers, form providers, analytics providers, email and CRM platforms, payment processors if payments are added, and other service providers who process information on our behalf.

We may also share information if required by law, legal process, regulation, or governmental request, or if we believe disclosure is necessary to protect the rights, safety, or security of HeritageMirror.ai, our users, or others.

If HeritageMirror.ai is involved in a merger, acquisition, financing, reorganization, or sale of assets, information may be transferred as part of that transaction, subject to appropriate protections.

Cookies

HeritageMirror.ai may use cookies and similar technologies to keep the site functioning, understand how visitors use the site, improve design and content, and measure campaign performance.

You can adjust cookie settings through your browser. Some site features may not work properly if cookies are disabled.

Data retention

We keep information for as long as reasonably necessary to provide the site and services, maintain business records, comply with legal obligations, resolve disputes, improve the platform, and enforce agreements.

Assessment responses and signup information may be retained so that results can be delivered, patterns can be understood in aggregate, and the platform can improve over time.

Your rights and choices

Depending on where you live, you may have rights to access, correct, delete, restrict, or request a copy of certain personal information. You may also have the right to opt out of certain communications.

You can unsubscribe from marketing emails by using the unsubscribe link in the email or by contacting us.

To make a privacy request, contact us at privacy@heritagemirror.ai.

Children’s privacy

HeritageMirror.ai is intended for adults. The site is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If we learn that we have collected information from a child under 13, we will take reasonable steps to delete it.

Security

We use reasonable administrative, technical, and organizational measures to protect information. No online platform can guarantee absolute security. You are responsible for using appropriate safeguards when accessing the site and submitting information.

International users

HeritageMirror.ai is operated for an English-speaking audience and is initially focused on the United States. If you access the site from outside the United States, you understand that your information may be processed in the United States or other locations where our service providers operate.

Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the Last updated date above. Your continued use of HeritageMirror.ai after an updated policy is posted means you accept the revised policy.

Contact

Questions about this Privacy Policy can be sent to: