Privacy Policy

Effective Date: 2026

Winthrop Mercer, LLC (“Winthrop Mercer,” “the Firm,” “we,” “our,” or “us”) maintains a private operating model grounded in discretion and institutional discipline. This Privacy Policy outlines how information is collected, used, and safeguarded in connection with this website.

1. Information We Collect

Winthrop Mercer does not engage in public marketing or mass data collection practices.

Information may be collected in the following circumstances:

• When an individual submits correspondence through the website
  
  

• When an inquiry is directed to the Firm’s published contact channels
  
  

• Through limited, standard technical data automatically collected by web servers (e.g., IP address, browser type, access times)
  
  

We do not collect sensitive personal information unless voluntarily provided by the individual.

2. Use of Information

Information provided to the Firm is used solely for legitimate business purposes, including:

• Reviewing inquiries
  
  

• Assessing potential alignment for engagement
  
  

• Responding to correspondence
  
  

• Maintaining internal records where appropriate
  
  

Winthrop Mercer does not sell, rent, trade, or otherwise distribute personal information to third parties.

3. Confidentiality

Discretion is central to the Firm’s operating doctrine.

Any information submitted in connection with potential engagement is treated as confidential and reviewed internally. However, submission of information does not create a client relationship, fiduciary obligation, or advisory mandate.

4. Data Security

The Firm implements reasonable administrative, technical, and physical safeguards designed to protect information against unauthorized access, disclosure, alteration, or destruction.

No electronic transmission or storage system can be guaranteed entirely secure. Individuals should avoid submitting highly sensitive information through unsecured channels.

5. Third-Party Services

This website may rely on standard hosting, infrastructure, or analytics services. Such providers may collect limited technical information consistent with standard internet operation.

Winthrop Mercer does not control third-party privacy practices and encourages review of their respective policies where applicable.

6. Retention of Information

Information submitted to the Firm may be retained for legitimate business, compliance, or recordkeeping purposes. The Firm reserves discretion regarding retention periods consistent with applicable law and internal governance standards.

7. Regulatory and Legal Disclosure

The Firm may disclose information if required to do so by applicable law, regulatory authority, court order, or other legal process.

8. Changes to This Policy

Winthrop Mercer reserves the right to amend this Privacy Policy at its discretion. Updates will be reflected by revision of the effective date above.

9. Contact Information

Questions regarding this Privacy Policy may be directed to:

Winthrop Mercer, LLC
390 Park Ave
New York, NY 10022

Email: CS@WinthropMercer.com
Toll-Free: (800) 806-5617