CONTACT

Privacy Policy

Effective Date: 4.2.26

Our Commitment to Your Privacy

At Attilio, privacy is foundational to trust. We are committed to safeguarding your personal information with the highest standards of care, discretion, and security.

Information We Collect

We collect only the information necessary to deliver our products, including:

  • Personal identification
  • Financial, Legal and Tax information
  • Health and Longevity data
  • Platform usage data to improve client experience

 

How We Use Your Information

Your information is used exclusively to:

  • Provide Life optimization solutions
  • Enhance your experience and outcomes
  • Maintain regulatory and operational integrity


We do not use your information for advertising or unrelated purposes.

No Sale of Data

Attilio does not sell or rent client data.
Your information remains confidential and is used solely to serve your interests.

Data Security

We implement enterprise-grade safeguards, including encryption, access controls, and continuous monitoring, to protect your data against unauthorized access or misuse.

Fiduciary Standards

Attilio operates under:

  • True Fiduciary Standards
  • Conflict-Free Standards
  • Cost Transparency Standards


These standards ensure that all decisions prioritize your best interests—without hidden incentives or conflicts.

Third-Party Relationships

When necessary to deliver services (e.g., custodians, healthcare providers), we work only with trusted partners bound by strict confidentiality and data protection obligations.

Your Control

You maintain full control over your information. You may:

  • Request access to your data
  • Update or correct information
  • Request deletion, subject to legal requirements


Updates

We may update this policy periodically to reflect improvements or regulatory changes. Updates will be clearly communicated.

Contact

For privacy-related inquiries:
privacy@attilio.com

Let’s Talk

Attilio Transparency Standards

Transparency Standards™ define Attilio’s commitment to total accountability, clear pricing and terms, responsible data handling, and consistent communication of evidence-based truth—ensuring clients receive exactly what is promised, with full clarity at every step.

Transparency Standards™
Standards all Attilio team members follow.

Total Accountability
Company + team members “Do what they say”.

Transparent Cost
Always providing total price + cost.

Transparent Terms
Terms & conditions easy to read, three pages or less.

Transparent Data
Clearly stating what occurs to client data.

Truth
Communicating quality science-based facts.

Attilio Conflict-Free Standards

The Conflict-Free Standards ensure clients receive fully transparent, conflict-free, science-based advice that is legally aligned with their best interests, and upheld with strict accountability.

  1. Embrace the Legal Fiduciary obligation to place clients’ interests first.
  2. Deliver comprehensive science-backed advice.
  3. Provide fee-only advice.
  4. Do not accept commissions, revenue sharing, billable hours, self-dealings, proprietary products, opaque fees, gifts, or soft-dollar arrangements.
  5. Be transparent on client costs and fees.
  6. Provide transparent client costs, fees, and terms.
  7. Remain independent from any organization creating a client conflict or self-dealing.
  8. Provide transparency on client reporting.
  9. Client data not sold or shared.
  10. Accountability to clients and regulators.

Attilio Trust Standards

  1. Say Please and Thank You
  2. Show Up on Time
  3. Finish What You Start
  4. Do What You Say