Introduction This Privacy Policy sets out how SmartSuccessionPro (“we,” “our,” “us”) collects, processes, and protects personal data obtained from clients and users of our family business succession platform. This policy is intended for individuals and organizations in Switzerland seeking strategic advice, documentation, and consultancy on business transfer. We are committed to full compliance with Swiss data protection laws, including the Federal Act on Data Protection (FADP), as well as relevant international regulations such as the EU GDPR.
Privacy Policy We collect and manage personal information only to deliver relevant succession planning services, maintain client relationships, and optimize platform performance. Personal data collected may include:
Contact details (full name, email, phone number, professional title, business entity)
Sensitive data related to succession plans, asset structures, and family governance (with explicit consent)
Legal and business documents uploaded for advisory review
Financial information for invoicing and billing
Technical and behavioral data (IP address, browser type, interaction history)
Data is processed strictly for purposes such as:
Delivering personalized consulting and planning tools
Facilitating secure document exchange and legal support
Complying with legal obligations and professional standards
Informing users of service updates or succession insights
All data is securely stored in encrypted form within Switzerland or EEA-based servers, in accordance with client confidentiality and legal retention periods.
GDPR In compliance with the GDPR and Swiss data protection principles, users of SmartSuccessionPro have the following rights:
Right to access their stored data
Right to rectify inaccuracies or outdated information
Right to request deletion or restriction of processing (except where retention is required by law)
Right to object to processing based on legitimate interest
Right to withdraw consent at any time for data processed on a consensual basis
Right to request data portability in a structured digital format
We process data based on legal contracts, consent, or a legitimate interest in providing customized succession services. Where legally required, we obtain your explicit consent before handling sensitive personal or financial data.
Cookie Policy
4.1 Types of Cookies Used Our platform uses cookies to improve user experience and enable service features:
Functional Cookies: Remember user preferences, login sessions, and language selection
Analytical Cookies: Measure engagement with tools, articles, and documents
Security Cookies: Monitor abnormal login behavior and prevent misuse
Marketing Cookies: Used minimally and only with consent for retargeting or outreach
4.2 How to Disable Cookies Users can disable non-essential cookies at any time by adjusting their browser settings or managing cookie preferences directly through our on-site banner. Disabling essential cookies may limit access to confidential features, such as secure client dashboards or document sharing.
Disclosure to Third Parties We do not sell or license any personal data. However, data may be shared in limited cases with:
Legal and tax advisors under NDA for succession plan audits
Secure cloud storage and encrypted document-handling platforms
Swiss-based financial service providers for invoicing
IT contractors or platform engineers (with limited access and strict controls)
Third parties are contractually bound to adhere to Swiss confidentiality standards and data protection laws.
Data Security Measures We apply rigorous security practices to ensure the confidentiality and integrity of client data, including:
Bank-grade encryption (TLS/SSL) for data transmission
Zero-access cloud storage for client-uploaded documents
Multi-factor authentication for consultant access
Regular vulnerability scans and encrypted backups
Internal role-based permissions to prevent unauthorized access
We monitor for threats and employ industry-recognized cybersecurity tools.
Effective Date
This Privacy Policy enters into force on June 24, 2025. Any updates to the policy will be published on our website with clear notification to users. Clients are encouraged to periodically review the policy to stay informed about how their information is used and protected.