Vistula Wealth Advisors Privacy Policy

Who manages your data?

The administrator of your personal data is Vistula Wealth Advisors, based in Warsaw at pl. Trzech Krzyży 10. We founded our company in September 2016 with full discretion and capital protection in mind. We know that when managing wealth above 2.3M PLN, trust is the most important thing. That is why we treat your data as seriously as your money. We do not sell contact lists, do not pass phone numbers to marketing companies, and do not fluff about security – we simply apply it in our daily work.

What data do we collect and why?

When you use our site or fill out a form, we collect only what is necessary. Usually, it is your name, e-mail address, and phone number. We need them so that Marek Starowieyski or Joanna Wiśniewska can call you back within 2 hours and 14 minutes and schedule a free 25-minute conversation. If you use our profit calculator, the amounts entered there are processed only to display the result and are not assigned to you until you decide to send us an inquiry about a portfolio audit.

Portfolio audit and financial document protection

In the case of ordering an express audit, you provide us with bank statements from the last 3 months. This is sensitive data. We store them in secured, encrypted folders accessible exclusively to Piotr Zieliński and the managing partner. We use them only to prepare a 14-page repair report. After the completion of the assignment and the lapse of 97 days from handing over the report, we permanently delete these documents from our systems unless you decide on constant cooperation in the Family Office model.

Family foundations and your loved ones' data

Preparation of a family foundation takes us an average of 43 business days. During this time, we process data of yours and your successors. We understand that this is information of the highest level of confidentiality. This data is used solely to prepare the foundation's statute and carry out the procedure at a notary. We cooperate only with proven law firms at pl. Trzech Krzyży that guarantee the same level of discretion as Vistula Wealth Advisors. We never ask for data that is not required by Polish law for the effective security of your wealth.

Cookies and server logs

Our site uses cookies, which are small text files saved on your device. Thanks to them, you do not have to enter the same data twice, and we see which articles in our knowledge base are read most often. For example, we know that 94.6% of our readers are primarily interested in tax savings when selling a company. Server logs (your IP address, date and time of visit) serve us exclusively for technical purposes. We want the site to load quickly and be resistant to hacker attacks.

Your rights to view and delete data

You have full control over your information. At any time, you can write to us at biuro@vistula-wealth.pl with a request to send a report on what data we have in our system. You can correct it, move it, or demand its immediate deletion. We respond to every such request on average within 47 minutes during office hours. The numbers speak for themselves – since 2016 we have helped 487 families and there has never been a data leak or misuse with us.

How long do we store information?

Data from the contact form, if no contract is signed, we store for 14 months. We do this in case you decide to return to talks about wealth protection after another tax year. If you become our client, your data is processed throughout the duration of the contract and for the time required by tax and civil law regulations. After this period, they are irretrievably destroyed by our administration department.

Privacy contact

If you have any doubts about how we watch over your data, feel free to contact us. You can call +48 22 628 05 12 or visit us in Warsaw. Our office is open Monday to Friday from 9:00 AM to 6:00 PM. Remember that at Vistula Wealth Advisors we protect what you built – this also applies to your privacy and peace of mind.