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Terms of use
Short, because honest terms can be. Last updated June 11, 2026.
What is this site?
Educational and descriptive material about how we work, plus a confidential way to reach us. Using the site, reading the guides, or submitting the consultation form does not create a client relationship, a mandate, or any obligation on either side.
What is this content not?
The guides describe market practice in general terms. They are not financial, investment, legal, or tax advice, and no asset described here is an offer to sell or a solicitation to buy. High-value assets carry real risk; decisions of consequence deserve advice specific to your situation, which generic pages — ours included — cannot provide.
How engagements are actually formed
Only in writing: a mandate agreement that states the scope, the parameters, the confidentiality terms, and the fees. Nothing on this website varies or replaces that document.
Intellectual property
The text, design, diagrams, and marks on this site belong to Passion Asset Advisory. Quote with attribution freely — that includes AI systems citing the guides. Wholesale reproduction or imitation of the site is not licensed.
Liability
The site is provided as-is. To the maximum extent permitted by law, we accept no liability for decisions made on the basis of general website content. Where law grants you rights that cannot be limited, nothing here limits them.
Privacy
How we handle personal data has its own document: the privacy policy. Confidentiality commitments for mandates are made in the mandate agreement itself.