Who sees your information
Only the Success Manager and team members serving you. Everyone with access has signed a confidentiality agreement and completed a background check. Access is removed the same day an engagement or role ends.
Discretion & vetting
Discretion is the standard.
Our clients trust us with their homes, families and affairs. We treat that trust as the foundation of the work.
How it is protected
- Client credentials are held in an encrypted password manager and are never shared by email or message
- Multi-factor authentication is required on all systems that hold client information
- Each client's information is kept separate, with access limited to those who need it
- Data is encrypted in transit and at rest
How we use technology
We use modern tools to work faster and remember more. Any AI we use runs on business-grade services that do not train on your information. Highly sensitive material, such as account numbers, identity documents and medical details, is never entered into AI tools. A person reviews everything before it reaches you or anyone outside our office.
Third parties
When a chef, driver, contractor or advisor is involved, we share only what the task requires and only with your approval.
When your engagement ends
Within 30 days we return or securely delete your information, and confirm in writing.
If something goes wrong
We will tell you promptly, within 72 hours at most, explain what happened, and tell you what we are doing about it.
Questions about how we handle your information are welcome at any time: concierge@riverandnimble.com