Terms of Use

Effective Date: February 18, 2026
Last Updated: February 18, 2026

These Terms of Use (“Terms”) govern your access to and use of the Sovereign Wealth Office website, including all related and subsidiary webpages and any services offered through the Site (collectively, the “Website”). The Website is owned and operated by Sovereign Wealth Office (“Company,” “we,” “us,” or “our”). By accessing or using the Website, you agree to be bound by these Terms. If you do not agree, you should not use the Website.

1. Use of the Website.
The Website is provided for informational purposes only and may include general information about Sovereign Wealth Office, our services, events, and related content. Use of the Website does not create a client relationship, advisory relationship, or any contractual obligation between you and Sovereign Wealth Office. The information presented on the Website is not financial, investment, legal, tax, or other professional advice and should not be relied upon as such.

2. Client Access.
If you are a client or prospective client, you may be granted access to restricted portions of the Website (“Client Access”), including document portals, reporting tools, or other services. Your use of Client Access is subject to these Terms in addition to any client agreements you have with Sovereign Wealth Office. Client Access and any tools made available through it are provided for your personal use only and may not be shared, copied, or distributed.

3. Content and Intellectual Property.
All content, text, graphics, logos, trademarks, and materials available on the Website (collectively, the “Content”) are the property of Sovereign Wealth Office or our licensors and are protected by applicable intellectual property laws. You are granted a limited, non-exclusive, revocable license to view and download Content for personal, non-commercial use only. You may not copy, reproduce, modify, publish, transmit, distribute, display, or create derivative works from the Content without prior written permission from Sovereign Wealth Office.

4. Accuracy and Changes to Content.
We attempt to ensure the accuracy of information on the Website, but we do not guarantee it is complete, accurate, current, or error-free. We reserve the right to update, modify, or discontinue any aspect of the Website or Content at any time without prior notice.

5. Use Restrictions.
You agree to use the Website in compliance with all applicable laws and regulations. You must not use the Website in a manner that could damage, disable, overburden, or impair the Website or interfere with any other user’s use of the Website. Unauthorized access or attempts to access restricted areas, systems, or data is prohibited.

6. Third-Party Links.
The Website may contain links to third-party websites that are not owned or controlled by Sovereign Wealth Office. We are not responsible for the content, accuracy, privacy practices, or availability of third-party sites. The inclusion of any link does not imply endorsement.

7. Disclaimers and No Warranties.
THE WEBSITE, CONTENT, CLIENT ACCESS, TOOLS, AND ANY SERVICES AVAILABLE THROUGH THE WEBSITE ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT ANY WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. Sovereign Wealth Office does not guarantee uninterrupted or error-free access.

8. Limitation of Liability.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, SOVEREIGN WEALTH OFFICE AND ITS AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND SUPPLIERS SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, PUNITIVE, OR OTHER DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF THE WEBSITE, CONTENT, CLIENT ACCESS, TOOLS, OR SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

9. Indemnification.
You agree to indemnify, defend, and hold harmless Sovereign Wealth Office and its affiliates, officers, directors, employees, agents, and suppliers from any claims, liabilities, losses, damages, costs, or expenses arising from your use of the Website, your violation of these Terms, or your infringement of any rights of a third party.

10. Governing Law and Dispute Resolution.
These Terms and any disputes arising under or in connection with them shall be governed by and construed in accordance with the laws of [Insert State/Country] without regard to conflict of laws principles. You agree that any legal action related to these Terms or the Website shall be brought exclusively in the state or federal courts located in [Insert Jurisdiction].

11. Updates to Terms.
We may update these Terms at any time by posting revised Terms on this page. Your continued use of the Website following any changes constitutes your acceptance of the revised Terms.

12. Contact Information.
If you have questions about these Terms, the Website, or any services offered through the Website, please contact:

Sovereign Wealth Office, LLC
Email: dalton@sovereignwealthoffice.com