Last Updated: January 27, 2025
Welcome to Veridian Vanguard Advisors. By accessing our website, engaging our advisory services, or communicating with our team, you agree to be bound by these Terms of Service ("Terms"), our Privacy Policy, and all applicable laws and regulations.
If you do not agree with any part of these Terms, you must not use our website or services. These Terms constitute a legally binding agreement between you ("Client," "you," or "your") and Veridian Vanguard Advisors ("we," "us," or "our").
Veridian Vanguard Advisors provides strategic advisory services to governments, ultra-high-net-worth individuals, elite athletes, institutions, family offices, philanthropists, business leaders, and cultural icons. Our services include but are not limited to:
The specific scope, deliverables, fees, and terms of each engagement will be detailed in a separate written agreement ("Engagement Agreement") executed between the parties.
All prospective client relationships begin with an initial consultation to assess fit, discuss objectives, and determine whether we can provide value. This consultation does not create a client-advisor relationship until a formal Engagement Agreement is executed.
Prior to engagement, we conduct comprehensive due diligence on all prospective clients, including:
We reserve the right to decline any engagement at our sole discretion, including if we are unable to complete satisfactory due diligence or identify potential conflicts or compliance concerns.
Upon successful completion of due diligence, we will provide a detailed Engagement Agreement outlining:
Our advisory services are provided on a fee basis as specified in each Engagement Agreement. Fee structures may include:
Unless otherwise specified in the Engagement Agreement:
Reasonable out-of-pocket expenses incurred in connection with services (travel, accommodation, research materials, etc.) will be billed separately unless included in the agreed fee structure.
We reserve the right to suspend services if payment obligations are not met. Non-payment does not relieve you of confidentiality obligations or other continuing obligations under the Engagement Agreement.
To enable us to provide effective advisory services, clients agree to:
Both parties agree to maintain strict confidentiality regarding all proprietary and confidential information disclosed during the engagement. This includes:
Confidentiality obligations do not apply to information that:
Confidentiality obligations survive termination of the engagement and continue indefinitely unless otherwise specified in the Engagement Agreement.
All methodologies, frameworks, templates, tools, and proprietary processes used in delivering our services remain our exclusive intellectual property. Clients receive a limited license to use deliverables for their internal business purposes only.
Clients retain all rights to their pre-existing intellectual property. We may use client information solely for the purpose of providing advisory services.
Ownership of work product created specifically for a client engagement will be addressed in the Engagement Agreement. Generally, clients receive ownership of final deliverables while we retain rights to underlying methodologies and reusable components.
Important Legal Notice
To the fullest extent permitted by applicable law, Veridian Vanguard Advisors' total liability for any claims arising from or related to our services shall not exceed the fees paid by the client for the specific engagement giving rise to the claim.
We shall not be liable for any indirect, incidental, consequential, special, or punitive damages, including but not limited to:
This limitation applies regardless of the legal theory (contract, tort, negligence, strict liability, or otherwise) and even if we have been advised of the possibility of such damages.
You agree to indemnify, defend, and hold harmless Veridian Vanguard Advisors, its principals, employees, and affiliates from any claims, damages, losses, liabilities, and expenses (including reasonable attorneys' fees) arising from:
Either party may terminate an engagement as specified in the Engagement Agreement, typically with 30 days' written notice. Immediate termination may be permitted in cases of material breach.
Upon termination:
Fees paid for services already rendered are non-refundable. Retainer fees may be prorated based on the termination date as specified in the Engagement Agreement.
We maintain strict policies to identify and manage conflicts of interest. We will disclose any actual or potential conflicts and obtain your informed consent before proceeding with an engagement.
We may provide services to multiple clients in the same industry or with competing interests, provided we maintain appropriate information barriers and confidentiality safeguards. If an unmanageable conflict arises during an engagement, we may be required to withdraw from representation.
You may access and use our website for informational purposes and to inquire about our services. You agree not to:
We strive to maintain website availability but do not guarantee uninterrupted access. We may modify, suspend, or discontinue any aspect of the website at any time without notice.
In the event of any dispute, both parties agree to first attempt resolution through good-faith negotiation. Either party may initiate this process by providing written notice of the dispute.
If informal negotiation does not resolve the dispute within 30 days, the parties agree to participate in confidential mediation before a mutually agreed mediator.
If mediation is unsuccessful, disputes shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. The arbitration shall be conducted in Los Angeles, California, unless otherwise agreed.
Either party may seek injunctive relief in court to protect intellectual property rights or enforce confidentiality obligations without first pursuing arbitration.
These Terms and any Engagement Agreements shall be governed by and construed in accordance with the laws of the State of California, United States, without regard to its conflict of law provisions.
For international clients, specific governing law provisions may be addressed in individual Engagement Agreements to reflect the nature of the engagement and applicable jurisdictions.
We reserve the right to modify these Terms at any time. Material changes will be communicated via email or website notice. Continued use of our website or services after changes constitutes acceptance of the modified Terms.
Modifications do not apply retroactively to existing Engagement Agreements unless mutually agreed in writing.
If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.
These Terms, together with any executed Engagement Agreement and our Privacy Policy, constitute the entire agreement between you and Veridian Vanguard Advisors regarding use of our website and services, superseding any prior agreements or understandings.
For questions regarding these Terms of Service, please contact:
Veridian Vanguard Advisors
Legal Department
Email: connect@veridianvanguard.com
Location: Los Angeles, CA
By using our website or engaging our services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.