Privacy Policy

EEfective Date: [Insert Date]

At OAKCREST Management, we respect and protect the privacy of our clients, members, and website visitors. This Privacy Policy explains how we collect, use, and safeguard your information.

Information We Collect

• Personal Information: Name, email, phone number, and address when you inquire about services or become a member.

• Property Information: Details about your estate or residence for management and service purposes.

• Digital Information: Data collected through our website and client portal, including IP addresses, browser type, and usage activity.

How We Use Your Information

We use the information we collect to:

• Provide estate and lifestyle management services.

• Communicate with you regarding services, updates, and inquiries.

• Coordinate vendors and manage projects on your behalf.

• Improve our website, client portal, and overall client experience.

• Ensure compliance with legal and contractual obligations.

Information Sharing

We do not share, sell, or disclose client information to anyone. Information is only shared in the following limited situations:

• With approved vendors or service providers directly contracted for your estate and only as needed to fulfill services.

• With legal or regulatory authorities if required by law.

• Internally with OAKCREST staff to deliver contracted services.

All vendors engaged by OAKCREST must maintain current Certificates of Insurance and sign strict confidentiality agreements, as well as strict 
Sub-Contractor Agreements

Data Security

We implement industry-standard security measures to protect your personal and property information. Client accounts and records are accessible only through secure login and password-protected systems.

Confidentiality & NDAs

Every client relationship with OAKCREST Management is bound by a Non-Disclosure Agreement (NDA), underscoring our unwavering commitment to privacy, discretion, and complete confidentiality.

Cookies & Website Use

Our website and portal may use cookies to enhance browsing and improve services. You can adjust browser settings to disable cookies, though some features may not function as intended.

Your Rights

You have the right to:

• Access and review the personal data we hold about you.

• Request corrections or updates to your information.

• Request deletion of personal information, subject to legal and contractual requirements.

Contact Us

For questions regarding this Privacy Policy or the handling of your information, please contact us:
OAKCREST Management
Email: service@oakcrestmanagement.com
Phone: (516) 952-3997