Wasser & Co, LLC · Effective 9/10/26
I keep this short because my data practices are simple. I am a one-person advisory practice. I collect very little, I don't sell anything I collect, and I'd rather tell you plainly what happens than bury it.
When you use the contact form or email me. Your name, organization, role, email address, and whatever you choose to tell me about your project. If you write to me directly, I have whatever is in your message.
If you join the standards notes list. Your email address, and a record of whether you opened or clicked a message. You can leave at any time using the link at the bottom of every message.
When you visit the site. My website host records standard technical information — IP address, browser type, pages viewed, and referring site — and sets cookies. You'll see a banner on your first visit letting you accept or decline tracking. If you decline, the optional tracking is switched off. I look at aggregate visit numbers; I don't build profiles of individual visitors and I have no interest in doing so.
During an engagement. If we work together, I will hold whatever you send me: collection records, contracts, floor plans, condition reports, correspondence. Engagement materials are governed by our agreement and, where applicable, by the confidentiality and privilege obligations that attach to work performed for counsel.
To answer your inquiry, to do the work you've engaged me for, to send the standards notes if you've asked for them, to invoice and keep the records my accountant and the tax authorities require, and to run conflicts checks before accepting a new matter. That's the whole list.
These are service providers acting on my instructions, not independent recipients of your information.
I don't sell your information. I don't rent, trade, or share it with data brokers, advertisers, or marketing networks. I don't use it to train anything. I don't share your inquiry with vendors, and I take no referral fees from anyone — which is the same reason I don't pass your name along.
Inquiries that don't lead to work: about two years, then deleted. Mailing list: until you unsubscribe. Engagement records and the conflicts log: seven years after the engagement ends, which is what my professional and tax obligations require. Litigation files may need to be kept longer, and I'll tell you if that applies.
Business email and files are held in Microsoft 365 with multi-factor authentication enabled. Sensitive engagement material is stored there rather than on local devices or consumer file-sharing services. No system is perfect, and I won't pretend otherwise — but I'll tell you promptly if something involving your information goes wrong.
Wherever you live, you can ask me what I hold about you, ask me to correct it, ask me to delete it, or ask me to stop emailing you. Write to the address below and I'll respond within thirty days. I won't treat you differently for asking.
If you contact me about a potential litigation or standard of care engagement, I treat your inquiry as confidential and use the details only to run a conflicts check. Please don't send privileged or case-sensitive material until an engagement letter is in place.
This site isn't directed to children, and I don't knowingly collect information from anyone under 13.
If I change how I handle information, I'll update this page and change the effective date above.
Chad Wasser · Wasser & Co, LLC
Wasser & Co
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