Rotvogel SA respects the privacy of its clients, partners and website visitors. This policy explains how we collect, use, store and protect personal information. We are committed to handling all data in line with Swiss data protection law and, where applicable, the EU General Data Protection Regulation (GDPR).
Rotvogel SA is a Swiss company specialising in family office and advisory services. We act as data controller when we collect personal data through our website or during the course of our professional services.
We may collect the following information:
Contact Information – name, email address, phone number and company details when you submit an enquiry.
Service Information – documents and data shared with us in the course of a professional engagement.
Website Data – technical information such as IP address, browser type, pages visited and cookies for analytics and security purposes.
We do not collect sensitive personal data unless required for providing our services and with your explicit consent.
We use personal data only for legitimate purposes, including:
Responding to your enquiries and requests
Providing and managing the services you have engaged us for
Meeting legal and regulatory obligations
Improving our website performance and security
Communicating important updates or legal notices
We do not sell, rent or share your data for marketing purposes with unrelated third parties.
We may share your data only when necessary:
With trusted service providers (IT, hosting, compliance consultants) under confidentiality agreements
With professional advisers (lawyers, tax advisers) when required for the agreed service
When required by law or regulation, or to respond to lawful requests from authorities
When data is transferred outside Switzerland or the EU, we ensure an adequate level of protection through contractual safeguards or by working with providers in countries recognised as having equivalent data protection.
We use technical and organisational measures to protect your information:
Secure servers and encrypted data storage
Strict access controls and role-based permissions
Regular security monitoring and backup procedures
We retain personal data only for as long as necessary to fulfil the purpose it was collected for and to meet legal or regulatory requirements. When data is no longer required, it is securely deleted or anonymised.
Depending on applicable law, you may have the right to:
Access the personal data we hold about you
Request correction of inaccurate data
Request deletion where legally permissible
Restrict or object to certain processing activities
Request a copy of your data in a portable format
To exercise these rights, contact us using the details below.
If you have any questions about this policy or wish to exercise your rights, contact:
Rotvogel SA
Via Dufour 1,
CH-6900 Lugano, Switzerland
Phone Number: +41 91 290 40 20
Email: info@rotvogel.ch