Last revised 7 August 2026
This website is published by Lighthouse Group, LLC, and describes services provided by it and by its affiliates (together, “Lighthouse”). Not every service described here is available in every jurisdiction, and nothing on this site is an offer to provide services where Lighthouse is not authorized to do so.
The material published on this site is general information about the firm and the structures it administers. It is not legal, tax, accounting, or investment advice, and it is not a substitute for advice from a professional retained to consider your circumstances.
No fiduciary, professional, or client relationship arises from visiting this site, from correspondence sent through it, or from a preliminary discussion with the firm. A relationship with Lighthouse is created only by a written engagement signed by both parties, and is governed by the terms of that engagement.
Information you send to Lighthouse before an engagement is in place may not be treated as confidential or privileged, and may not be protected from disclosure. Please do not send sensitive material until we have confirmed in writing that we are able to act.
In the rendition of certain services and communications, Lighthouse may from time to time utilize adaptive technology, commonly known as artificial intelligence.
Telephone calls to and from Lighthouse may be recorded or transcribed for accuracy, training, and compliance, and records of correspondence are retained in accordance with our retention policy and with applicable law. If you would prefer not to be recorded, please say so at the beginning of the call.
Information you provide is used to respond to your inquiry, to administer the services you engage us for, and to meet the identification, verification, and reporting obligations to which a regulated fiduciary is subject. It is not sold. It is disclosed to third parties only where the law requires it, or where disclosure is necessary to deliver the service you have asked for.
These notices were last revised on 7 August 2026. Lighthouse may amend them at any time by publishing a revised version on this page, and the version published here governs from the date it appears.