Privacy Statement

At Wong Mui & Chiao LLP, we respect our clients’ privacy and treat their privacy concerns seriously. Indeed, as a trusted advisor to our clients, respecting privacy and confidentiality is vital to our business.

This notice describes the current privacy policy and practices of Wong Mui & Chiao LLP (Wong, Mui & Chiao) with respect to information we acquire about individuals who obtain or seek to obtain Mui & Chiao’s assistance for personal, family or household purposes.

Information we collect about you

We collect nonpublic personal information about you from:

  • Information we receive from you, including financial, investment and tax-related information;
  • Information we receive from you about business holdings, real estate and other entities or enterprises in which you may hold an interest;
  • Information from other sources, such as your other advisors and financial institutions where you have accounts; and
  • Information relating to your transactions with us, our affiliates and others.

This information may include personal information such as your address, social security number and bank and other financial account numbers.

  • How we handle your personal information
  • Wong Mui & Chiao does not disclose any nonpublic personal information about you, as our client or as a former client, to anyone without your permission, except as permitted or required by law.
  • Safeguarding your personal information
  • We restrict access to nonpublic personal information about you to those persons who need to know that information in order for Wong Mui & Chiao to provide high-quality services to you, including employees within our organization and third parties with which we contract to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
  • We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
  • Keeping you informed
  • As required by federal law, we will notify our clients of our privacy policy annually. We reserve the right to modify this privacy policy at any time, but we will provide you a revised notice incorporating any material changes before we implement such changes.
  • You may receive more than one of these notices from Wong Mui & Chiao depending on the services we provide for you. If you have any questions about this notice or Wong Mui & Chiao’s information practices, please contact us.
  • We value your trust in our firm
  • We cannot emphasize enough how much we value the trust you place in our firm and in our employees. We understand that protecting your privacy is essential to maintaining your trust, and we commit that Wong Mui & Chiao will adhere to the above policies and practices.

Intested in our service?

We provide 1 hour consultations to our clients in the Bay Area free of charge. Contact us today.

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