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Privacy Policy

​Effective Date: January 1st, 2026
Last Updated: January 1st, 2026

This Privacy Policy explains how Alera Concierge, Inc. (“Alera,” “we,” “us,” or “our”) collects, uses, discloses, and protects information when you visit [insert URL] or otherwise interact with our website, forms, and digital communications (collectively, the “Site”).

1. Scope

This Privacy Policy applies to information collected through the Site and related web-based inquiries.

It does not replace any separate:

  • service agreement,

  • patient consent,

  • Notice of Privacy Practices,

  • intake form,

  • or other privacy notice

that may apply if you become an Alera client or receive services under a separate engagement.

2. Information We Collect

We may collect the following categories of information:

A. Information You Provide Directly

When you submit a form, email us, request information, or otherwise contact us, we may collect:

  • your name;

  • email address;

  • phone number;

  • organization or family office name;

  • role or title;

  • city, state, or geography;

  • the nature of your inquiry; and

  • any other information you choose to provide.

B. Potentially Sensitive Information

Depending on what you choose to share, communications through the Site may include information about health concerns, care needs, family circumstances, or other sensitive matters.

Please do not submit detailed medical records or highly sensitive personal information through general website forms unless specifically requested by Alera.

C. Device and Usage Information

We may automatically collect certain technical information when you use the Site, such as:

  • IP address;

  • browser type;

  • device type;

  • operating system;

  • referring URLs;

  • pages viewed;

  • dates and times of access; and

  • interactions with the Site.

D. Cookies and Similar Technologies

We may use cookies and similar technologies to operate the Site, improve performance, understand usage patterns, and support security and analytics.

3. How We Use Information

We may use information we collect to:

  • respond to inquiries and contact requests;

  • evaluate and discuss potential engagements;

  • communicate about our services;

  • personalize and improve the Site;

  • monitor, secure, and maintain the Site;

  • detect, investigate, or prevent fraud, misuse, or security incidents;

  • comply with legal, regulatory, or contractual obligations; and

  • protect the rights, safety, and property of Alera, our users, and others.

4. How We May Share Information

We do not sell personal information.

We may share information in the following circumstances:

A. Service Providers

We may share information with vendors and service providers who help us operate the Site, host data, manage communications, provide analytics, or support our business operations.

B. Professional Advisors

We may share information with attorneys, accountants, insurers, consultants, and other professional advisors as reasonably necessary.

C. Business Transfers

We may disclose information in connection with a merger, acquisition, financing, restructuring, or sale of all or part of our business.

D. Legal and Safety Reasons

We may disclose information where we believe disclosure is necessary to:

  • comply with law, regulation, subpoena, court order, or legal process;

  • protect the rights, safety, or property of Alera, our users, or others;

  • investigate suspected fraud, misuse, or security incidents; or

  • enforce our agreements and policies.

E. With Your Direction or Consent

We may share information with third parties when you request or authorize us to do so.

5. Health Information and Service-Specific Privacy

If Alera provides services to you or your family under a separate agreement, different privacy terms, patient consents, and operational policies may apply to those services. In some cases, health information may be subject to additional legal protections and separate notices.

6. Cookies and Analytics

We may use first-party and third-party tools for analytics, site performance, and security.

You can control cookies through your browser settings, but disabling cookies may affect Site functionality.

Optional site-specific add-on if accurate:
“We currently use Google Analytics / Wix Analytics / other to understand aggregate website traffic and improve site performance.”

7. Data Retention

We retain personal information for as long as reasonably necessary to:

  • respond to your inquiry;

  • evaluate or manage a relationship with you;

  • comply with legal or regulatory obligations;

  • resolve disputes; and

  • enforce our agreements.

Retention periods may vary depending on the nature of the information and the purpose for which it was collected.

8. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. However, no website, transmission, or storage system can be guaranteed to be completely secure.

9. Your Choices

You may:

  • contact us to update or correct certain information you have provided;

  • opt out of non-essential marketing communications by using the unsubscribe link or contacting us directly; and

  • adjust your browser settings to manage cookies.

10. State-Specific Privacy Rights

Depending on your state of residence, you may have legal rights regarding your personal information, such as the right to request access, correction, deletion, or additional information about our privacy practices.

To exercise applicable privacy rights, please contact us using the details below. We may need to verify your identity before responding.

Optional if you want a stronger state-rights section: I can draft a California-style addendum next.

11. Children’s Privacy

The Site is not directed to children under 13, and we do not knowingly collect personal information directly from children through the Site without appropriate authorization.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised “Last Updated” date.

13. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Alera Concierge, Inc.
750 N State St, Ste 700, Chicago, IL 60654
partnerships@aleraconcierge.com
312-600-8314

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