Privacy Policy

1. Overview & Commitment to Discretion

Excelstra LLC ("Excelstra," "we," "our," or "us") respects your privacy and is committed to safeguarding personal information and confidential disclosures with institutional-grade discretion. This Privacy Policy describes how we collect, use, share, and protect information when you visit excelstra.com, complete an interactive calculator, submit an inquiry form or Whole Wealth Assessment (including scorecards), or otherwise communicate with our firm.

2. Information We Collect

We collect information through direct submissions and automated technical interactions:

• Voluntary Disclosures: Name, executive or corporate email address, telephone number, business entity details, approximate balance sheet tier or revenue range, strategic wealth priorities, and notes or inquiry details submitted through our interactive tools or calendar requests.
• Technical & Usage Information: Device characteristics, browser type, operating system, IP address, referring URLs, pages viewed, time spent per section, and interaction with embedded media or interactive frameworks.

3. How We Use Information

Information provided is utilized strictly for professional advisory, diagnostic, and firm communication purposes:

• Evaluating fit for Excelstra private membership, masterminds, or advisory engagements.
• Preparing confidential strategic briefs, whole-wealth diagnostic readouts, and scheduling private discovery conversations.
• Delivering requested research publications, newsletters, podcasts, or strategic updates.
• Maintaining technical stability, security, and administrative records.

Explicit Commitment: We do not sell, rent, lease, or monetize personal information under any circumstances.

4. Forms, CRM & Third-Party Infrastructure

Selected inquiry workflows, scheduling calendars, and data capture forms on this website are integrated with LeadConnector / GoHighLevel (GHL). When you submit information through these forms, your submission is processed through their secure infrastructure to ensure Excelstra receives, stores, and responds to your request in a timely manner.

The website also integrates trusted third-party hosting, analytics, video, podcast syndication, and font delivery networks. These services process limited technical telemetry strictly necessary to deliver high-performance media experiences.

5. Information Sharing & Disclosure

We share information solely with vetted operational partners and service providers who assist in website hosting, form delivery, calendar scheduling, or client intake. All providers are bound by confidentiality standards and are prohibited from using personal information for their own independent marketing.

We may disclose information where required by law, court order, or governmental regulation, or where disclosure is necessary to safeguard the legal rights, safety, and security of Excelstra, our members, or the public.

6. Cookies & Similar Technologies

This website may employ cookies, pixel tags, and local storage mechanisms to support site functionality, analyze aggregate traffic patterns, and optimize user experience across interactive pages. You can manage or disable cookies via your browser settings, though doing so may alter certain interactive functionalities.

7. Institutional Data Security

We implement administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, alteration, or disclosure. While we maintain rigorous standards, no electronic transmission over the internet can be guaranteed completely secure. Prospective members are cautioned against transmitting sensitive statutory credentials (such as Social Security Numbers, banking access credentials, or unredacted tax filings) through public web forms; such documents are collected exclusively through encrypted client channels.

8. Data Retention

Personal information is retained only as long as reasonably necessary to fulfill the inquiry or advisory purpose for which it was gathered, satisfy legal and regulatory record-keeping obligations, resolve disputes, and maintain security auditability.

9. Your Rights & Choices

You may request access to, correction of, or deletion of personal information you have submitted, subject to applicable operational and statutory compliance limitations. You may also opt out of promotional or newsletter communications at any time by utilizing the unsubscribe link in any message or contacting the firm.

10. Children's Privacy

This website is designed for adult business principals and family stewards and is not directed to individuals under 13 years of age. We do not knowingly collect personal information from children.

11. Links to Third-Party Platforms

This website may contain links to external publications, social media networks, or third-party resources. Excelstra is not responsible for the privacy practices, content, or terms governing external websites.

12. Policy Updates

We may update this Privacy Policy periodically to reflect changes in our operational practices or regulatory mandates. Revisions will be published directly on this page with an updated effective date.

13. Contact & Data Inquiries

For privacy-related questions, data verification requests, or removal inquiries, please contact Excelstra through our Private Consultation & Inquiry Page, or via direct written correspondence: