Last Updated: January 27, 2026

Private Wealth Partners, LLC (“PWP,” “we,” “us,” or “our”) provides general information about its investment advisory services through its website (the “Site”). This Website Privacy Notice (this “Notice”) describes how we collect, use, disclose, and protect personal information in connection with your use of the Site.

Your use of the Site is also subject to PWP’s Terms of Use and Disclaimers (the “Terms”), which describe important limitations regarding the informational nature of the Site, the absence of guarantees, and risks associated with online communications. This Notice should be read together with the Terms.

This Notice applies only to personal information collected through the Site. It does not apply to personal information collected in connection with PWP’s investment advisory services or client relationships, which are governed by a separate Client Privacy Notice that is designed to comply with the Gramm-Leach-Bliley Act and Regulation S-P promulgated under the Securities Exchange Act of 1934.

Scope and Applicability

This Notice applies to individuals who:

·         Visit or browse the Site;

·         Contact us through the Site; or

·         Otherwise interact with us online outside of a client relationship.

This Site is operated in the United States and is intended primarily for U.S. users, including California residents.

Personal  Information We Collect

We collect personal information only to the extent you voluntarily provide it or to the extent information is transmitted in connection with accessing the Site.

Information You Provide

If you choose to contact us through the Site, we may collect:

·         Name

·         Email address

·         Telephone number

·         Any information you choose to include in your message or inquiry

You are not required to provide personal information to browse the Site.

Information Collected in Connection with Accessing the Site

When you access the Site, certain basic technical information may be transmitted by your browser or device as part of an ordinary online communications, such as:

·         Internet Protocol (IP) address

·         Browser type or operating system

·         Date and time of access

·         Pages accessed on the Site

IP address and related access logs may be retained for a limited period (generally up to seven (7) days) by PWP and its service providers for security, troubleshooting, and website performance monitoring purposes

Information from Service Providers

We may receive limited information from third-party service providers that support website hosting, security, or technical operations, solely in connection with providing those services. These service providers may include, where applicable, our website hosting provider (Squarespace), analytics tools, search engine services, and our marketing consultant. Such information is used solely for website operation, analytics, and security purposes.

How We Use Personal Information

We use personal information collected through the Site for limited business and operational purposes, including:

·         To respond to inquiries or communications you submit through the Site;

·         To operate or maintain the Site;

·        To protect the security and integrity of the Site;

·         To detect, prevent, or investigate misuse or unauthorized access; and

·         To comply with applicable legal or regulatory obligations.

Consistent with the Site’s Terms, information provided through the Site is not confidential, and transmission of information via the Internet is not guaranteed to be secure.

We do not use personal information collected through the Site for:

·         Targeted behavioral advertising;

·         Cross-context behavioral advertising; or

·         Automated decision-making that produces legal or similarly significant effects.

Cookies and Similar Technologies

The Site uses cookies and similar technologies provided by our website host, Squarespace, to support basic website functionality and to collect limited analytics regarding site usage and performance.

These cookies are used for operational, security, and performance-related purposes and are not used for targeted advertising or marketing.

Non-essential cookies are placed only when visitors affirmatively accept them through the Site’s cookie preferences. Visitors may decline non-essential cookies through the Site’s cookie management tools.

By continuing to use the Site after making cookie selections, you consent to the use of cookies as described in this Notice.

How We Share Personal Information

We may disclose personal information collected through the Site:

·         To service providers that support website hosting, security, or technical operations, solely as necessary to provide those services;

·         To professional advisors, such as legal or compliance advisors, as necessary; and

·         To government authorities or regulators, where required by applicable law, regulation, subpoena, or legal process

We do not sell personal information and do not share personal information for cross-context behavioral advertising.

Data Retention

We retain personal information collected through the Site only for as long as reasonably necessary to fulfill the purposes described in this Notice, unless a longer retention period is required or permitted by law.

Data Security and Online Communications

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information collected through the Site from unauthorized access, disclosure, alteration, or misuse.

Notwithstanding the foregoing, and consistent with the Terms, the Internet is not a secure medium, and we cannot and do not guarantee the confidentiality, security, or integrity of information transmitted through the Site. You should not submit sensitive or confidential information through the Site.

Third-Party Website and Links

The Site may contain links to third-party websites or resources. We do not control and are not responsible for the privacy practices or content of those third-parties. This Notice does not apply to information collected by third-party websites.

Privacy Rights

Depending on your state of residence, you may have certain rights with respect to your personal information, which may include the right to:

·         Request access to personal information we maintain about you;

·         Request correction of inaccurate personal information; and

·         Request deletion of personal information, subject to legal exceptions.

U.S. State Privacy Rights

Depending on your state of residence, you may have additional privacy rights under applicable state privacy laws. These rights may include the ability to request access to, correction of, or deletion of certain personal information we maintain about you. We will respond to such requests in accordance with applicable law and within the timeframes required by law.

California Residents

If you are a California resident, you have rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (“CCPA/CPRA”).

For purposes of applicable California law:

·         PWP does not sell personal information;

·         PWP does not share personal information for cross-context behavioral advertising; and

·         PWP does not knowingly collect sensitive personal information through the Site.

We will not discriminate against you for exercising your privacy rights.

Children’s Privacy

The Site is not intended for individuals under the age of 18, and we do not knowingly collect, maintain, or sell personal information of minors. If we learn that we have collected personal information from an individual under 18, we will delete that information promptly.

If you believe we may have collected information from a minor in error, please contact us at info@pwpart.com.

How to Submit Privacy Requests

You may submit privacy-related requests by contacting us at:

Email: info@pwpart.com

Phone: (800) 461-5893 (Toll-Free) and (415) 461-3850

We will respond to verified requests within the timeframes required by applicable law and may need to verify your identity before responding.

Changes to This Privacy Policy

We may update this Notice from time to time. Any changes will be reflected in the “Last Updated” date above. Continued use of the Site after an update constitutes acceptance of the revised Notice.

Contact Us

If you have any questions, concerns, or requests regarding this Notice, our privacy practices, or your personal information, you may contact us at:

Private Wealth Partners, LLC

Email: info@pwpart.com

Phone: (800) 461-5893 (Toll-Free) and (415) 461-3850