Last Updated: May 2026

At Flywheel Family Enterprise, we understand that conversations surrounding family, business, wealth, governance, leadership, and continuity often involve sensitive and deeply personal information.

We are committed to handling your information with discretion, care, and respect. This Privacy Policy outlines how information may be collected, used, stored, and protected when you interact with our website, assessments, events, resources, and communications.

By using this website, you acknowledge and agree to the practices outlined below.

1. Who We Are

Flywheel Family Enterprise provides educational content, strategic insights, assessments, events, podcasts, frameworks, and advisory-related resources designed to support family enterprises, business owners, and advisors navigating complexity across family, business, and wealth.

Website: Flywheel Family Enterprise

2. Information We May Collect

We may collect personal information that you voluntarily provide through:

  • Contact forms
  • Newsletter sign-ups
  • Webinar or event registrations
  • Assessments and questionnaires
  • Scheduling links
  • Download requests
  • Podcast or content subscriptions
  • Direct communication with us

This information may include:

  • Name
  • Email address
  • Phone number
  • Company information
  • Family enterprise information
  • Responses submitted through assessments or forms
  • Any additional information voluntarily provided

We may also automatically collect certain technical information, including:

  • IP address
  • Browser type
  • Device information
  • Website activity and interactions
  • Referral sources
  • Pages visited
  • Engagement and analytics data

3. How We Use Information

We may use information collected through this website to:

  • Respond to inquiries and requests
  • Deliver educational resources and content
  • Provide webinar, podcast, or event communications
  • Share newsletters and updates
  • Improve website functionality and user experience
  • Analyze engagement and website performance
  • Support strategic follow-up conversations
  • Improve our assessments, resources, and educational offerings
  • Deliver more relevant communications and content

We do not sell, rent, or trade personal information to third parties.

4. Email Communications

If you subscribe to our newsletter, register for an event, complete an assessment, schedule a conversation, or download content, you may receive communications from Flywheel Family Enterprise.

You may unsubscribe from marketing communications at any time using the unsubscribe link included in our emails.

Operational or service-related communications may still be sent where necessary.

5. Assessments, Conversations & Confidentiality

Information shared through assessments, questionnaires, intake forms, strategic conversations, webinars, or other interactions is treated with discretion and used solely to support educational follow-up, relationship development, and strategic dialogue.

We recognize that family enterprise conversations may involve sensitive business, governance, leadership, ownership, succession, and wealth-related matters. While website submissions and online communications are not considered legally privileged or fully secure channels, we approach all interactions with professionalism, care, and respect for confidentiality.

Please avoid submitting highly sensitive legal, financial, investment, or confidential materials through unsecured website forms or email unless specifically requested through a secure process.

Completion of an assessment, questionnaire, or form does not establish an advisory, fiduciary, legal, consulting, or client relationship.

6. Cookies & Similar Technologies

Our website may use cookies and similar technologies to improve user experience and analyze website performance.

Cookies may be used to:

  • Remember user preferences
  • Analyze traffic and engagement
  • Improve website functionality
  • Support marketing and advertising efforts
  • Measure campaign performance

You may modify your browser settings to decline cookies if preferred.

7. Analytics & Tracking Technologies

We may use analytics and tracking services including:

  • Google Analytics
  • Meta/Facebook Pixel
  • LinkedIn Insight Tag
  • Webinar and event analytics tools
  • Other similar analytics or advertising platforms

These technologies help us better understand website usage, improve performance, and deliver more relevant educational content and communications.

These services may collect anonymized or aggregated usage data, including browser type, pages visited, referral sources, and interaction behavior.

8. Embedded Content & Third-Party Platforms

Pages on this website may include embedded content or integrations such as:

  • Videos
  • Podcasts
  • Calendars
  • Webinar platforms
  • Social media feeds
  • Scheduling tools
  • Assessment platforms

Embedded content from third-party websites behaves in the same way as if you visited those websites directly.

These third-party services may collect data about you, use cookies, and monitor your interactions in accordance with their own privacy policies.

9. Third-Party Service Providers

We may use trusted third-party platforms and software providers to support our operations, including:

  • Email marketing platforms
  • CRM systems
  • Webinar and event platforms
  • Scheduling tools
  • Form and assessment software
  • Analytics providers
  • Advertising and retargeting platforms

These providers may process personal information on our behalf in accordance with their own privacy practices and applicable laws.

10. Data Retention

We retain personal information only as long as reasonably necessary for operational, legal, administrative, educational, or relationship purposes.

You may request deletion of your personal information at any time, subject to any legal, contractual, or regulatory obligations requiring retention.

11. Data Security

We take reasonable administrative, technical, and organizational measures to help protect personal information from unauthorized access, misuse, disclosure, alteration, or loss.

However, no method of internet transmission or electronic storage can be guaranteed to be completely secure.

12. Your Rights

Depending on your jurisdiction and applicable laws, you may have the right to:

  • Request access to your personal information
  • Correct inaccurate information
  • Withdraw consent to communications
  • Request deletion of personal information
  • Request information about how your data is used

To submit a request, please contact us directly.

13. International Visitors

If you access this website from outside Canada, please note that information may be processed and stored in jurisdictions where privacy laws may differ from those in your location.

By using this website, you consent to the transfer and processing of information in accordance with this Privacy Policy.

14. Third-Party Links

This website may contain links to third-party websites or external resources for informational or convenience purposes.

Flywheel Family Enterprise is not responsible for the privacy practices, availability, content, or policies of external websites.

15. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time without prior notice.

Any updates will be reflected on this page with a revised effective date.

16. Contact

Flywheel Family Enterprise
Website: www.flywheelfamilyenterprise.com
Email: michael@flywheelfamilyenterprise.com