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Privacy Policy

This privacy policy was last adapted in July 2026. We, GWS Global Wealth Strategists — operated by GWS Global Wealth Strategists Inc., a Delaware corporation (“we”, “us”) — respect your privacy and are committed to protecting your personal data. This policy explains how we handle personal data collected through this website (globalwealthstrategists.com) and in related interactions.

1. Who is responsible

The controller for the data processing described here is:

GWS Global Wealth Strategists Inc. | US Market Entry
Brickell City Tower, 80 S.W. 8th Street, Suite 2000, Miami, FL 33130, USA
Email: sebastian [at] globalwealthstrategists.com · Phone: +1 754-249-9324

[If you have appointed an EU representative under Art. 27 GDPR or a data protection officer, name them here.]

2. What we collect and why

a) Application / consultation form

When you use the application form on our homepage, we collect the details you enter: information about your business (business type — including any free-text description if you choose “Other” — whether you already own a US LLC, whether your revenue can be routed through a US company, your liquid-capital range, current monthly revenue, and whether you can travel to Miami), what you are trying to solve and your “why now” note, and your contact details (country of residency, first name, last name, email, and phone number). When you submit, we also record technical metadata: your IP address, browser user agent, the page URL, the time of submission, which split-test variant you were shown, how far you had watched the briefing video on that page (whether it was started and the furthest point reached, as a percentage and in seconds), and the campaign parameters of the link you originally arrived through, if any (see section 3).

Your submission is transmitted to Zapier (Zapier, Inc., USA), the workflow-automation service we use to route enquiries to our team (see section 4). You are then taken to a scheduling step powered by Calendly (see 2 d) where your name, email, and phone number are pre-filled so you can book a call.

Purpose: to review your application, route it to our team, and let you book a consultation. Legal basis: taking steps at your request prior to entering into a contract, and our legitimate interest in responding to enquiries (Art. 6(1)(b) and (f) GDPR). This submission is processed whether or not you accepted marketing cookies, because it is your own request to be contacted.

b) Server log and delivery data

Our hosting provider processes standard technical data required to deliver the site securely (e.g. IP address, requested URL, user agent, timestamp). Legal basis: our legitimate interest in operating a secure, functioning website (Art. 6(1)(f) GDPR).

c) Analytics and marketing measurement

Subject to your consent — which you can give for analytics and for marketing measurement separately — we use the Meta Pixel, the Meta Conversions API, and Umami analytics as described in section 3. Legal basis: your consent (Art. 6(1)(a) GDPR and, for the storing of / access to information on your device, the applicable ePrivacy rules). You can withdraw consent at any time with effect for the future.

d) Scheduling (Calendly)

The final step of the form embeds a booking calendar from Calendly (Calendly LLC, USA). When you reach this step your browser loads Calendly’s widget, and if you book a call it sends Calendly the details needed to schedule it — your name, email, and phone number and your chosen time. Calendly may set its own cookies and acts as our processor for the booking (and as an independent controller for operating its own service); see calendly.com/privacy. Legal basis: taking steps at your request and our legitimate interest in offering online scheduling (Art. 6(1)(b) and (f) GDPR). This widget loads because you chose to book a call; it is not part of the marketing technologies governed by the consent banner.

e) Briefing video (Wistia)

The briefing video on our homepage is hosted and played by Wistia (Wistia, Inc., USA). When you open the page your browser loads the player from Wistia’s servers, which means Wistia receives your IP address, user agent, and the address of the page; if you play the video, Wistia also records viewing statistics (such as how much of the video was watched) and may set its own cookies or use similar storage. See wistia.com/privacy. We use those playback statistics only in aggregate to understand whether the briefing is being watched, and — if you go on to apply — we include your own watch progress with your application as described in 2 a. Legal basis: our legitimate interest in presenting the briefing that our consultation process is built on, and in knowing whether it is being watched (Art. 6(1)(f) GDPR). The player delivers the page’s main content, so like the booking calendar it is not part of the marketing technologies governed by the consent banner.

3. Cookies and tracking technologies

When you first visit, a banner asks whether you accept the optional analytics and marketing technologies described below. Accepting and declining are both a single click on that first screen, and nothing in this section loads or runs until you choose — declining, ignoring the banner, or leaving the page all mean no consent. If you decline, the site remains fully functional.

Under “Privacy settings” you can decide on the two purposes separately:

• Analytics — Umami, self-hosted on our own domain and used without cookies.
• Marketing measurement — the Meta Pixel and the Meta Conversions API.

If you declined, the application form offers the same choice once more: an unticked, optional checkbox above the submit button. Leaving it untouched changes nothing — your application is submitted either way — and ticking it counts as your consent to the two purposes above from that moment on. Whether you had consented is recorded with your submission so we can demonstrate the basis on which any measurement happened.

Your choice is stored in your browser (local storage, key gws_consent, holding the two purposes and the time you decided) so you are not asked again; clearing your browser storage will prompt the banner again. You can change or withdraw your consent at any time via the “Privacy settings” link in the footer of any page — withdrawing marketing consent also deletes Meta’s _fbp / _fbc cookies from your browser. Withdrawal does not affect the lawfulness of processing carried out before it.

Meta Pixel & Conversions API

If you consent, we load the Meta Pixel (Meta Platforms, Inc. / Meta Platforms Ireland Ltd.) and mirror the same events server-side through the Meta Conversions API. Together these tell us how our Meta advertising performs (e.g. that a visit led to an application).

• The browser pixel may set Meta’s _fbp / _fbc cookies and transmit event data to Meta.
• Server-side, we may send Meta the same event together with your IP address and user agent, and — where available — your email, phone, and name. These direct identifiers are hashed (SHA-256) before transmission, so Meta receives them only in pseudonymised form. Each event carries a shared ID so the browser and server events are de-duplicated.
• Meta acts as an independent or joint controller for its own processing. See Meta’s data policy at facebook.com/privacy/policy.

Legal basis: your consent. Data is transferred to Meta in the USA (see section 4).

Umami analytics

If you consent, we use Umami, a privacy-focused analytics tool that we self-host and serve from our own domain. Umami records aggregated usage — such as page views, referrer, approximate region, and device/browser type — and the split-test variant shown. Umami is configured to work without cookies and does not build cross-site profiles; analytics data stays on our own infrastructure. Legal basis: your consent. [Confirm your Umami hosting location and configuration.]

Split-test cookie

To show a consistent version of a page across visits while we test different designs, we set a first-party cookie (name beginning gws_exp_) that stores only a single letter identifying your assigned variant. It contains no personal identifier, expires after about 30 days, and is set with SameSite=Lax; Secure. Legal basis: our legitimate interest in improving the site (Art. 6(1)(f) GDPR). [Depending on your legal assessment of ePrivacy, you may prefer to place this cookie behind consent as well.]

Campaign attribution cookie

If you reach our site through an advertisement or a link that carries campaign parameters (utm_source, utm_medium, utm_campaign, utm_term, utm_content), we copy those labels into a first-party cookie named gws_utm so that they are still available if you browse the site before applying. It holds only the campaign labels contained in the link you followed — no personal identifier and no browsing history — expires after about 30 days, and is set with SameSite=Lax; Secure. If you submit the application form, these labels are sent with your submission (see section 2 a) so we can tell which campaign an enquiry came from. Legal basis: our legitimate interest in knowing which of our advertising reaches suitable enquirers (Art. 6(1)(f) GDPR). [Depending on your legal assessment of ePrivacy, you may prefer to place this cookie behind consent as well.]

4. Recipients and international transfers

We share personal data only as needed for the purposes above:

• Hosting: our website and its serverless functions run on Vercel Inc. (USA), which processes data on our behalf.
• Meta: where you consent to marketing measurement, event data (as described in section 3) is shared with Meta in the USA.
• Lead routing (Zapier): application-form submissions are sent to Zapier, Inc. (USA), which forwards them to our team and any connected CRM. See zapier.com/privacy.
• Scheduling (Calendly): if you book a call, your booking details (name, email, phone, chosen time) are processed by Calendly LLC (USA).
• Video hosting (Wistia): the briefing video is delivered by Wistia, Inc. (USA), which receives the connection data and playback statistics described in 2 e.
• Advisers and authorities: service providers, legal advisers, or public authorities where required by law, and in the context of a reorganisation, merger, or similar business change.

These recipients are located in the United States, so your data is transferred outside the EU/EEA. Such transfers are made on the basis of appropriate safeguards — [specify, e.g. EU Standard Contractual Clauses and/or the recipient’s certification under the EU–US Data Privacy Framework]. You can request a copy of the safeguards from us.

5. Retention

We keep personal data only as long as necessary for the purposes described, or as required by law. Application-form data is retained for as long as needed to handle your enquiry and any resulting business relationship; analytics data is retained in line with the tools’ settings. When a purpose no longer applies, we delete or anonymise the data. [Set concrete retention periods with your adviser.]

6. Security

We protect your data with technical and organisational measures appropriate to the risk and to applicable regulations, including encryption in transit (HTTPS). No method of transmission or storage is completely secure, however, and we cannot guarantee that unauthorised access is entirely excluded.

7. Children

Our services are not directed to persons under 16. We do not knowingly collect data from children; where consent of a legal guardian is required, we process such data only on that basis.

8. Your rights

Subject to applicable law, you have the right to access your data, receive a copy, request correction or erasure, object to or restrict processing, request data portability, and withdraw consent at any time with effect for the future (for the analytics and marketing technologies, via the “Privacy settings” link in the footer of any page). You also have the right to lodge a complaint with a supervisory authority. To exercise your rights, contact us by email at sebastian [at] globalwealthstrategists.com or by phone at +1 754-249-9324.

9. Changes to this policy

We may update this policy to reflect changes to our processing or to legal requirements. The current version is always available on this page.

Based on the Globale Finanzstrategen privacy notice (last reviewed 1 December 2024) · Adapted for this website: July 2026