The Particulars

Terms & Privacy


The agreement between you and Vantage & Co, and our undertaking as to your personal information. Both are set out here in plain language, as they ought to be.

Effective 20 August 2026 · Last updated 20 August 2026
Part One

Terms of Service

These terms govern your use of this website and your membership with Vantage & Co. Please read them before submitting an inquiry or beginning a membership.

Acceptance of These Terms

Vantage & Co ("Vantage," "the firm," "we," "us," or "our") operates this website and provides lifestyle and business concierge services in Naples, Florida and the surrounding communities of Southwest Florida. By accessing this website, submitting a form, or beginning a membership, you agree to be bound by these Terms of Service and by the Privacy Policy set out in Part Two below.

If you do not agree with any part of these terms, please do not use this website or engage the firm. You must be at least 18 years of age and legally able to enter into a binding contract in order to use this site or hold a membership.

What Vantage Provides — and What It Does Not

Vantage is a concierge and coordination firm. We arrange, schedule, oversee, and manage services on your behalf. In many cases the work itself is performed by independent, separately licensed third-party professionals — contractors, designers, chefs, trainers, planners, photographers, attorneys, fiduciaries, insurance producers, and similar specialists — who are not employees of Vantage.

No professional advice. Nothing on this website and nothing said by a liaison constitutes legal, tax, accounting, financial, investment, insurance, or medical advice. Wealth and estate planning, insurance, and similar regulated services are provided by independently licensed professionals under their own engagement agreements, their own licensure, and their own professional liability coverage. Vantage does not practice law, sell insurance, or provide investment advice, and no attorney-client, fiduciary, or agency relationship is formed by your use of this website.

Third-party performance. While we vet the professionals we recommend and coordinate their work diligently, Vantage is not responsible for the acts, omissions, workmanship, licensure lapses, delays, or conduct of independent third-party providers. Claims arising out of their work lie against them under their own agreements with you.

Membership, Fees, Scope, and Add-On Charges

Memberships are offered in tiers, each carrying a recurring monthly fee and a stated allowance of monthly service selections. Fees, tiers, allowances, and the contents of the service menu are subject to change; we will give existing members reasonable advance notice of any change to their recurring fee.

  • Services are subject to scope. Every selection varies in size, duration, materials, and the hands it requires. The particulars are settled between you and your liaison before work begins.
  • Add-on charges. Where a requested service carries a cost exceeding the allowance included in your monthly fee, the difference is presented as an add-on charge. Add-on charges are quoted in advance, at member pricing, and are never applied without your prior approval.
  • Pass-through costs. Third-party vendor fees, materials, permits, travel, tickets, gratuities, and similar costs incurred on your behalf are your responsibility unless expressly included in your tier.
  • Unused selections. Monthly selections do not accrue or carry forward from month to month unless we agree otherwise in writing.
  • Billing. Monthly fees are charged in advance on a recurring basis to the payment method you provide, and continue until cancelled. Add-on charges are billed as incurred following your approval.

Cancellation and Refunds

You may cancel your membership at any time by notifying your liaison in writing, by email, or by telephone. Cancellation takes effect at the end of the then-current billing period; monthly fees already paid are not refundable, and no partial-month credits are issued. Approved add-on work already commenced or already ordered from a third-party vendor remains payable.

Vantage may suspend or terminate a membership for non-payment, for abuse or mistreatment of our staff or vendors, for unlawful requests, or for any material breach of these terms. Where we terminate without cause, we will refund the unused portion of the current month's fee.

Communications, Calls, and Text Messages

When you provide your telephone number or email address through a form on this site, you consent to be contacted by Vantage and its liaisons at that number and address — including by telephone call, text message, and email — regarding your inquiry, your membership, and the services you have requested. This consent is not a condition of purchase.

  • Message and data rates may apply. Message frequency varies with your activity and requests.
  • Reply STOP to any text message to opt out of text messages, or HELP for assistance.
  • Every commercial email we send carries a working unsubscribe link, honored promptly and in any event within ten business days, as required by the federal CAN-SPAM Act.
  • Withdrawing consent to marketing messages does not stop transactional messages necessary to service an active membership, such as scheduling and billing notices.

Electronic Records and Signatures

Under the federal Electronic Signatures in Global and National Commerce Act (E-SIGN), you consent to receive agreements, notices, disclosures, and records from us in electronic form, and you agree that your submission of a form, your clicking of a button, or your typed name constitutes your signature and has the same legal effect as a handwritten one. You may withdraw this consent, or request a paper copy of any record, by contacting us at the address in the Contact section below. Receiving records electronically requires only an internet-connected device, a current web browser, and a working email address.

Acceptable Use of This Website

You agree not to use this website to submit false or misleading information, to impersonate another person, to transmit unlawful, harassing, defamatory, or infringing material, to send automated or bulk submissions, to attempt to gain unauthorized access to our systems or data, to interfere with the operation of the site, or to scrape, harvest, or collect information from it by automated means. You further agree not to use this website or our services for any purpose that violates federal, state, or local law.

Intellectual Property and Copyright Claims

The contents of this website — including its text, photographs, layout, design, graphics, and the names "Vantage & Co" and "Vantage Life" — are owned by the firm or used with permission and are protected by United States copyright and trademark law. You may view and print pages for your own personal, non-commercial use. You may not reproduce, republish, distribute, or create derivative works from the site without our written permission.

Vantage respects the intellectual property of others. If you believe material on this site infringes your copyright, send a notice under Section 512(c) of the federal Digital Millennium Copyright Act to the email address in the Contact section below, marked "DMCA Notice," including: identification of the copyrighted work; identification of the material claimed to be infringing and its location on our site; your contact information; a statement that you have a good faith belief the use is not authorized; a statement, under penalty of perjury, that the information is accurate and that you are the owner or authorized to act on the owner's behalf; and your physical or electronic signature. We remove or disable material in response to valid notices and terminate repeat infringers where appropriate.

Pricing, Availability, and Accuracy of Content

We work to keep this website accurate, but prices, tiers, service offerings, availability, and descriptions may change without notice, and the site may contain typographical errors or omissions. Nothing on this site is an offer to sell where such an offer would be unlawful. Any performance figures, close rates, or results described on this site reflect past outcomes for particular engagements and are not a promise, guarantee, or projection of the results you will obtain; individual results vary with market, product, staffing, and circumstance.

Disclaimer of Warranties

This website and its contents are provided "as is" and "as available," without warranty of any kind, express or implied, including the implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. We do not warrant that the site will be uninterrupted, timely, secure, or error-free, or that any defect will be corrected. Some jurisdictions do not allow the exclusion of certain warranties, so parts of this section may not apply to you.

Limitation of Liability

To the fullest extent permitted by law, Vantage & Co and its owners, officers, employees, and liaisons shall not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost data, or loss of goodwill, arising out of your use of this website or our services, whether based in contract, tort, strict liability, or otherwise, even if advised of the possibility of such damages.

Our total aggregate liability for any claim arising out of these terms or your membership shall not exceed the total membership fees you paid to Vantage in the six months preceding the event giving rise to the claim. Nothing in these terms limits liability that cannot be limited under applicable law, including liability for fraud, willful misconduct, or personal injury caused by our negligence.

Indemnification

You agree to indemnify and hold harmless Vantage & Co, its owners, employees, and liaisons from any claim, demand, loss, liability, or expense — including reasonable attorneys' fees — arising out of your breach of these terms, your misuse of this website, your violation of any law or the rights of a third party, or your direct engagement of any third-party professional introduced to you by the firm.

Governing Law and Disputes

These terms are governed by the laws of the State of Florida and applicable federal law of the United States, without regard to conflict-of-laws principles. Before filing any action, you agree to contact us and attempt in good faith to resolve the dispute informally for a period of thirty days. Any dispute that cannot be resolved informally shall be brought exclusively in the state or federal courts located in Collier County, Florida, and you consent to the personal jurisdiction of those courts.

Accessibility

We intend this website to be usable by everyone, and we work toward conformance with the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA in the spirit of the Americans with Disabilities Act. If you encounter a barrier to using this site, or need information from it in another format, tell us at the contact address below and we will provide the information you need by another means.

Changes to These Terms

We may revise these terms from time to time. The revised version takes effect when posted, and the "last updated" date at the top of this page will change. Material changes affecting active memberships will be communicated to members directly. Your continued use of the site or your membership after a change takes effect constitutes acceptance of the revised terms.

General Provisions

If any provision of these terms is held unenforceable, the remainder stays in force. Our failure to enforce a provision is not a waiver of it. These terms, together with the Privacy Policy and any membership agreement you sign, constitute the entire agreement between you and Vantage regarding this website and your membership. You may not assign your membership without our written consent; we may assign these terms in connection with a merger, acquisition, or sale of the firm.

Part Two

Privacy Policy

Discretion is the whole of our business. This is precisely what we collect, why we collect it, and what we will never do with it.

Information We Collect

We collect only what you choose to give us, and what is technically necessary to serve this website.

  • Information you submit. When you complete a membership or vendor form, we collect your name, email address, telephone number, and — depending on the form — your company or business name, your industry, the tier or service you are interested in, and anything you write in the message field.
  • Information gathered to fulfill services. Over the course of a membership, your liaison necessarily learns details required to carry out your requests: addresses, schedules, household preferences, dietary requirements, sizes, guest lists, and similar particulars. We collect these only as needed to perform the services you ask for.
  • Technical information. Our hosting provider records standard server log data, such as IP address, browser type, and pages requested, for security and reliability purposes.

We do not knowingly collect sensitive categories of information — such as government identification numbers, financial account numbers, or health records — through this website. Please do not include them in a form's message field. Where a service genuinely requires such information, your liaison will arrange a secure means of providing it.

Cookies, Analytics, and Tracking

This website sets no cookies of its own, runs no advertising pixels, and uses no analytics or cross-site tracking services. We do not build advertising profiles, and we do not track you across other websites.

The site does load typefaces from Google Fonts, which means your browser makes a request to Google's servers and Google receives your IP address and browser information in the course of serving those fonts. Forms on this site are processed by our hosting provider, Netlify, which receives and stores submissions on our behalf. Each of these providers handles that data under its own privacy policy.

How We Use Your Information

  • To respond to your inquiry and to arrange, schedule, and deliver the services you request.
  • To administer your membership, including billing, quoting add-on charges, and keeping records of approvals.
  • To coordinate with the licensed third-party professionals performing your requested work.
  • To send you service messages, and — where you have not opted out — occasional news of member events and offerings.
  • To maintain the security of our systems, prevent fraud and abuse, and comply with legal obligations.

How We Share It — and What We Never Do

We do not sell your personal information. We do not rent, trade, or share it for anyone else's advertising, and we never have.

We disclose information only in these circumstances:

  • To fulfill your request. With the specific vendor or professional engaged to perform your service, and limited to what that person needs to perform it — a chef receives the dietary notes, not your estate matters.
  • To our service providers. Hosting, email, scheduling, and payment processors who act on our instructions and are bound to protect the information.
  • Where the law requires it. In response to a valid subpoena, court order, or lawful request by a public authority, or where disclosure is necessary to protect our rights, safety, or property, or that of others.
  • In a business transfer. If the firm is merged, acquired, or its assets sold, client information may transfer as part of that transaction, subject to this policy.

Children's Privacy

This website is intended for adults and is not directed to children under the age of 13. Consistent with the federal Children's Online Privacy Protection Act (COPPA), we do not knowingly collect personal information from children under 13. Where a service concerns a child — a birthday celebration, for instance — the necessary details are provided by the parent or guardian who is our member. If you believe a child has provided information to us directly, contact us and we will delete it promptly.

Data Retention and Security

We keep inquiry submissions for up to twenty-four months, and membership records for as long as your membership is active and thereafter as needed to satisfy tax, accounting, and legal obligations — ordinarily seven years. Information no longer needed is deleted or anonymized.

This site is served over encrypted HTTPS connections, and access to submissions is limited to firm personnel who need it. No method of transmission or storage is perfectly secure, and we cannot guarantee absolute security; if a breach affecting your personal information occurs, we will notify you and the appropriate authorities as required by applicable state and federal law.

Your Choices and Rights

Whatever your state of residence, you may ask us to do any of the following, and we will honor the request without charge or penalty:

  • Tell you what personal information we hold about you and how it has been used or disclosed.
  • Correct information that is inaccurate or out of date.
  • Delete your information, subject to records we must retain for legal, tax, or contractual reasons.
  • Provide a copy of the information you gave us in a portable format.
  • Stop marketing communications — by using the unsubscribe link in any email, replying STOP to a text message, or simply telling your liaison.

Write to us at the address in the Contact section below and we will respond within 45 days. We will not discriminate against you for exercising any of these rights. Residents of states with comprehensive privacy statutes — including Florida, California, Virginia, Colorado, and Connecticut — hold these rights by law, including the right to appeal a denied request; to appeal, reply to our response and mark it "Privacy Appeal."

Do Not Track

Because we operate no tracking or analytics on this website, there is nothing here to signal against. We honor browser "Do Not Track" and Global Privacy Control signals by default, as we collect no cross-site data in the first place.

Where Your Information Is Held

Vantage & Co operates in the United States, and information collected through this site is stored and processed in the United States under United States law. If you access this site from outside the country, you understand your information will be transferred here.

Changes to This Policy

If we change this policy, the revised version will be posted here with a new "last updated" date. Where a change materially affects how we use information already collected from you, we will tell you directly before it takes effect.

Questions on Either Part

Speak With The Firm

Requests concerning these terms, your privacy rights, copyright notices, or accessibility may be directed to Vantage & Co, Naples, Florida. A liaison responds to every one of them.