Family Office: Save and Draw Down Only What the Evidence Supports · Contents · 한국어 · Español

Chapter 17 Privacy and Limits — What the Site Receives, and What It Does Not Do

The question Where does my information go, and how long does any of it stay? And what does this site not do for us?

The answer The site is designed to take only the numbers the calculation needs, and it is designed not to keep household inputs on its server's disk or in a database. There are two routes by which information goes to an outside AI provider: "Describe in words" (Anthropic) and the help chat (Google Gemini). Values you type into the boxes do not go to an outside AI provider. Some records still remain for set periods. The site does not give investment advice, file taxes, give legal advice or manage money.

17.0 In one line Leave out names and identifying numbers · two routes to outside AI · what the server is designed not to keep, and what records remain · what the site does not do.

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Research and education only. Not investment, tax or legal advice, not tailored to anyone, and no product, firm or tax professional is recommended. Results are hypothetical calculations under the assumptions chosen. Screens as of 17 October 2026.