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Terms
The terms are written for a private decision institution, not a mass-market dashboard.
These terms govern public access, confidential fit review, Decision Memo engagements, and controlled follow-on access to HNWI Chronicles.
Last updated: June 1, 2026
HNWI Chronicles provides public intelligence materials, confidential fit review, paid Decision Memo audits, and controlled follow-on access where separately agreed.
HNWI Chronicles does not provide legal, tax, investment, immigration, banking, fiduciary, or compliance advice. The Decision Memo is an intelligence and decision-pressure-test record. You remain responsible for qualified professional advice.
Private materials, memos, drafts, correspondence, and engagement context are confidential unless we agree otherwise in writing. Public Castle briefs remain public intelligence objects.
We may accept, decline, revoke, or limit access based on fit, verification, risk, capacity, conflict, or operational judgment.
Paid work begins only after scope, fee, delivery assumptions, and channel are agreed. Public site pages do not constitute an engagement offer for every case.
We use privacy rights paths, controlled access, data minimization, and SOC 2-style operational discipline where appropriate. Formal compliance certification is not asserted without auditor evidence.
Either party may end access or engagement according to the agreed scope. Confidentiality, payment obligations, and restrictions on reuse survive termination where applicable.
For fit review or terms questions, use the controlled path.
Do not send sensitive case documents through public forms. First establish fit, channel, and scope.
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