Last updated: March 23, 2026
By accessing or using FamilyOffice.bot ("the Service"), you agree to be bound by these Terms of Service. If you do not agree, please do not use the Service.
FamilyOffice.bot is a family office management platform that provides tools for financial tracking, reporting, governance, document management, and AI-powered insights. The Service is designed for families and individuals seeking to organize and manage their financial affairs.
You must provide accurate and complete information when creating an account. You are responsible for maintaining the confidentiality of your credentials and for all activity that occurs under your account. Notify us immediately of any unauthorized access.
You agree to use the Service only for lawful purposes and in accordance with these Terms. You may not:
The Service is an organizational and tracking tool, not a financial advisor. Information, insights, and reports provided by FamilyOffice.bot (including AI-generated content) are for informational purposes only and do not constitute financial, investment, tax, or legal advice. Always consult qualified professionals before making financial decisions.
You retain full ownership of all data you enter into the Service. We do not claim any intellectual property rights over your content. You grant us a limited license to process your data solely to provide and improve the Service.
Certain features may require a paid subscription. Pricing, billing cycles, and cancellation terms will be clearly communicated at the time of purchase. Refunds are handled in accordance with applicable law and our refund policy.
We strive to maintain high availability but do not guarantee uninterrupted access. The Service may be temporarily unavailable for maintenance, updates, or due to circumstances beyond our control. We will endeavor to provide advance notice of planned maintenance.
To the maximum extent permitted by law, FamilyOffice.bot and its operators shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the Service, including but not limited to loss of data, loss of profits, or financial losses resulting from decisions made based on information provided by the Service.
You agree to indemnify and hold harmless FamilyOffice.bot, its operators, employees, and affiliates from any claims, damages, or expenses arising from your use of the Service or violation of these Terms.
You may terminate your account at any time. We may suspend or terminate accounts that violate these Terms. Upon termination, your data will be handled in accordance with our Privacy Policy.
We may update these Terms from time to time. Continued use of the Service after changes constitutes acceptance. Material changes will be communicated via email or in-app notification.
These Terms shall be governed by and construed in accordance with applicable law. Any disputes shall be resolved through good-faith negotiation before pursuing formal legal proceedings.
For questions about these Terms, please contact us at legal@familyoffice.bot.