Legal
Privacy Policy
Last updated: July 24, 2026
Overview
This Privacy Policy explains how Valerix Estate Management ("Valerix", "we", "us") collects, uses, discloses, and protects information about our clients, their household members, and their properties in connection with our estate management, concierge, and marine detailing services and our client portal at myvalerix.com.
Information We Collect
We collect contact details (name, email, phone), property information you provide (address, square footage, primary contact, insured value, vessel details), payment method details processed by our payment processor, and operational data generated when we service your estate (inspection notes, photos, service request history). We also automatically collect limited technical data when you use the portal — IP address, browser and device type, and log data — for security and to keep the service running.
How We Use Your Information
We use your information to manage your estate, dispatch vetted contractors to your property, send storm and severe-weather notifications tied to your address, coordinate scheduled visits, process billing, and respond to support requests.
Cookies, Local Storage & Analytics
We use a small number of essential cookies and browser local storage to keep you signed in and remember preferences such as your layout and this consent choice. These are necessary for the portal to function. We do not use advertising cookies or cross-site tracking. Optional analytics run only if you accept them in our cookie banner; you can decline, or withdraw consent at any time by clearing this site's browser storage. We do not sell your personal information.
Service Providers & Sharing
We share the minimum information necessary with trusted service providers who process it on our behalf under confidentiality obligations: cloud hosting, database and file storage; payment processing; scheduling and secure backup with our calendar and workspace provider; email delivery; weather data based on your property's location; and AI services that help us triage support requests and generate operational insights (this data is handled under commercial terms and is not used to train public AI models). To carry out requested work we also share limited details (e.g., property address, gate codes, scope of work) with vetted contractors. We do not sell client information.
Data Retention & Security
Records are retained for the duration of the engagement and a reasonable period thereafter for tax, audit, and legal purposes. Access to client data is role-restricted and protected by authentication, encrypted transport, and database row-level security.
Your Privacy Rights
You may request to access, correct, or delete your personal data, or opt out of optional analytics, by emailing info@myvalerix.com. Depending on where you live (including California residents under the CCPA/CPRA), you may have additional rights to know what we collect, request deletion or correction, and opt out of any “sale” or “sharing” of personal information — which we do not do. We will not discriminate against you for exercising these rights, and we aim to respond within 30 days.
Children's Privacy
Our services and portal are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children; if you believe a child has provided us information, contact us and we will delete it.
Changes to This Policy
We may update this Privacy Policy as our services or legal obligations change. Material changes will be posted here with a revised “Last updated” date, and where appropriate we will notify you through the portal or by email.
Contact
Valerix Estate Management · 7901 4th St N, STE 300, St. Petersburg, FL 33702, USA ·(813) 669-0201 · info@myvalerix.com