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Privacy notice

The Stakeholder's Family Office is a division of EG Capital Holdings LLC. Investment advisory services are provided through Solyco Wealth LLC, an SEC-registered investment adviser. This notice explains how we handle the information you submit through this website. It is a summary, not the full client privacy policy provided at the start of an engagement.

What we collect

When you use the contact form, we collect the name, email address, revenue range, and message you provide. We do not collect financial account numbers, Social Security numbers, or payment details through this site, and you should not send them by email.

How we use it

We use what you submit to reply to you, to understand whether the firm is a fit, and to schedule a strategy call. We do not sell your information, and we do not share it with third parties for their own marketing.

How long we keep it

We keep contact submissions for as long as needed to respond and to maintain our business records. You can ask us to delete your information at any time by writing to tax@eg-capital.co.

Security and contact

We take reasonable steps to protect the information you send us. Email is not a secure channel, so please do not send sensitive personal or financial details through it. For any question about this notice, write to tax@eg-capital.co.

The content on this site is for general educational purposes and does not constitute investment, legal, or tax advice. Nothing here is an offer or solicitation to buy or sell any security or to engage in any investment strategy. No outcome is guaranteed. Modeled tax savings are estimates that depend on your specific situation, entity structure, and timing, and they are not a guarantee of future results. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

Stakeholder's Family Office and its representatives are appointed Investment Adviser Representatives of Solyco Wealth LLC. A conflict of interest exists when one firm provides both tax planning and investment management under a single retainer. These conflicts, and how they are addressed, are described in Solyco Wealth's Form ADV. Additional disclosures are available at solycowealth.com/disclosure. For the firm's Form ADV and registration, see the SEC Investment Adviser Public Disclosure site at adviserinfo.sec.gov.