Terms of Use

Acceptance. By visiting, using, or viewing Family Office AI (the "Site"), you agree to these Terms of Use and to our Privacy Policy. If you do not agree, do not use the Site.

Publisher status — Investment Advisers Act Section 202(a)(11). Family Office AI is a publisher of impersonal, bona fide financial news, data, and commentary of general and regular circulation. The Site and its operators rely on the publisher's exclusion in Section 202(a)(11)(D) of the Investment Advisers Act of 1940. Nothing on the Site is individualized advice: content is not tailored to, and does not address, the investment objectives, financial situation, or particular needs of any specific person. Family Office AI is not a registered investment adviser, broker-dealer, or financial planner, and no content on the Site should be construed as a recommendation to buy, sell, or hold any security, currency, commodity, cryptocurrency, or other instrument.

No advice; no suitability. Nothing on the Site is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by Family Office AI or any of its affiliates, operators, or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, investment strategy, or legal, tax, estate-planning, or accounting arrangement is suitable for any specific person.

Not legal, tax, or accounting advice. The Site explains structures such as trusts, partnerships, LLCs, foundations, and family-office organizations in general, educational terms. Family Office AI is not a law firm or accounting firm, no attorney–client or accountant–client relationship is created by using the Site, and readers must engage qualified attorneys, CPAs, and advisors before creating or changing any structure.

Limitation of liability. All viewers agree that under no circumstances will Family Office AI, its operators, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by reliance on information obtained on the Site.

Educational figures. Dollar amounts shown by the Site's guides and interactive tools (the Builder, Cost Estimator, and related pages) are rounded illustrative examples, clearly labeled as such. They are not quotes, compensation-survey results, market data, or projections, and may not reflect current conditions. Verify everything against primary sources and professional guidance before acting.

Content and use. Site content is for personal, informational use. Automated bulk scraping of rendered pages is discouraged — a free read-only JSON API is provided instead. News headlines link to their original publishers; their content belongs to them. Directory and resource listings are informational and are not endorsements.

Changes. These Terms may be updated; continued use after changes constitutes acceptance. Questions: see Contact.