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Disclosures & Disclaimers

General Disclaimer

The information provided on this website is for general informational purposes only and does not constitute financial, investment, tax, legal, or accounting advice. It should not be used as a substitute for professional advice tailored to your specific situation. Always consult with a qualified professional before making any financial decisions.

No Client Relationship

Your use of this website or the information contained herein does not create a client relationship with SWAN Virtual Family Office (VFO) or any of its affiliates. A client relationship is established only after we have conducted appropriate due diligence, executed necessary agreements, and explicitly agreed to represent you.

Investment Performance

Past performance is not indicative of future results. The value of investments and the income derived from them can go down as well as up. It is possible that investors may not get back the amount originally invested.

Tax Strategies Disclaimer

The tax strategies discussed on this website are complex and may not be suitable for all individuals. The effectiveness of these strategies can vary based on individual circumstances and changes in tax laws. SWAN VFO does not guarantee that any particular tax strategy will result in any specific tax outcome.

IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained on this website is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

Third-Party Content

This website may contain links to third-party websites or content. SWAN VFO is not responsible for the accuracy, legality, or content of these external sources. The inclusion of such links does not imply endorsement by SWAN VFO.

Accuracy and Updates

While we strive to keep the information on this website current and accurate, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the website or the information, products, services, or related graphics contained on the website.

Professional Credentials

Any reference to professional credentials or qualifications of our team members should not be construed as a guarantee of any particular level of service or results.

Limitation of Liability

SWAN Virtual Family Office (VFO) shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising out of your access to, or use of, this website or the information contained herein.

By using this website, you acknowledge that you have read, understood, and agree to be bound by these disclaimer statements. If you do not agree with any part of these disclaimers, please do not use our website or services.

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