Terms of Use

Effective October 8, 2026

These Terms of Use govern access to and use of the E. Douglas Partners website. By using the site, you agree to these Terms. If you do not agree, please do not use the site.

General information only

The site presents ideas, frameworks, cases, instruments, and other materials for general informational and educational purposes. Nothing on the site is legal, tax, accounting, investment, financial, fiduciary, psychological, or other professional advice. The materials are not a recommendation, solicitation, or offer with respect to any investment, security, transaction, strategy, or professional engagement.

The questions addressed on the site are highly dependent on a family’s circumstances. You should seek advice from appropriately qualified professionals before acting on information presented here.

No professional relationship

Use of the site, submission of a form, or receipt of a communication from E. Douglas Partners does not create a client, advisory, fiduciary, legal, tax, investment, or other professional relationship. Any such relationship must be established through a separate written agreement signed by the appropriate parties.

Do not send confidential, privileged, or sensitive information through the site. Information submitted before a professional relationship is established may not be treated as confidential, except as required by applicable law or expressly agreed in writing.

Representative and illustrative material

Cases, examples, questions, and instruments on the site are presented to illuminate recurring stewardship and governance issues. Unless expressly stated otherwise, they should not be understood as accounts of a particular client, as testimonials, or as evidence that any person or family will experience a particular result. Please also review the Representative Case Disclosure.

Intellectual property

The site and its original content, including its text, frameworks, instruments, organization, design, names, and other materials, are owned by or licensed to E. Douglas Partners and are protected by applicable intellectual-property laws. You may view and print reasonable portions for your personal, non-commercial use. You may not reproduce, distribute, modify, publish, license, sell, create derivative works from, or commercially exploit site content without prior written permission, except as permitted by law.

Acceptable use

You may not use the site to violate law, infringe the rights of others, interfere with the site’s operation or security, attempt unauthorized access, introduce malicious code, misrepresent affiliation with E. Douglas Partners, or collect information from the site through automated means except as permitted by applicable law and any published technical instructions.

Accuracy and availability

E. Douglas Partners seeks to present thoughtful and accurate material, but the site may contain errors, omissions, or information that becomes outdated. Content may be changed or removed without notice. The site may also be interrupted or unavailable. To the extent permitted by law, the site and its content are provided without warranties of any kind, whether express or implied.

Limitation of responsibility

To the extent permitted by applicable law, E. Douglas Partners is not responsible for loss or damage arising from reliance on site content, use or inability to use the site, or use of third-party sites linked from it. Some jurisdictions do not permit particular exclusions or limitations, so portions of this provision may not apply.

Third-party links

Links to third-party resources are provided for convenience or context. E. Douglas Partners does not control and is not responsible for their content, availability, security, or practices. A link does not necessarily constitute endorsement.

Privacy

Use of information received through the site is described in the Privacy Policy.

Changes to these Terms

These Terms may be revised from time to time. The current version will be posted on this page with its effective date. Continued use of the site after a revision constitutes acceptance of the revised Terms to the extent permitted by law.

Contact

Questions about these Terms may be directed to: doug@edouglaspartners.com.