Effective Date: September 01, 2026

Scope of this Policy

Bloch Advisory Services (“BAS,” “we,” “us,” “our”) respects your privacy and values your trust. The purpose of this Privacy Policy is to inform you of the treatment and handling of personal information that we may learn about you from using our website at bloch-advisoryservices.com (our “Site”) and/or by use of any of our legal advisory and strategic services (collectively, the “Service”). “You” or “your” refer to you as a user of our Service.

If you have any questions regarding this information or our privacy practices, please contact us via the methods set out in the How to Contact Us section at the end of this Privacy Policy.

Agreement to Terms

By using our Service, you consent to this Privacy Policy and our Terms of Use. If you do not agree with the terms of this Privacy Policy or our Terms of Use, you should immediately discontinue use of the Service without providing us any personal information.

Information We Collect

Bloch Advisory Services may collect the following categories of personal information:

• Identifiers: Name, postal address, email address, and telephone number.
• Professional Information: Position, company name, and professional contact details.
• Client & Matter Information: If you engage our advisory services, we may collect information relating to your real estate, land use, financial, or regulatory matters, including relevant parties, project documentation, property details, and related information.
• Payment Information: Payment details processed through secure third-party payment processors.
• Device Information: Device type, browser type, IP address, and geolocation information.
• Internet Activity: Information about your interaction with our Site, including browsing activity, pages visited, and duration.

You are not required to provide all personal information identified in this Privacy Policy to use our Service, but certain functionality or services may not be available if you do not.

Cookies

We use cookies and similar technologies to improve your experience, analyze usage, and support website functionality. Cookies may include:

• Strictly Necessary Cookies: Required for basic site functionality.
• Analytical/Performance Cookies: Used to monitor site usage and navigation patterns.
• Functional Cookies: Used to remember user preferences.
• Marketing Cookies: Used to deliver relevant communications or advertising.

You can disable cookies through your browser settings, though some features of the Site may not function properly as a result.

Children’s Privacy

The Service is not intended for users under the age of 16, and BAS does not knowingly collect personal information from individuals under 16. If you believe a child under 16 has provided us with personal information, please notify us immediately.

Our Use of Personal Information

We collect and use personal information for purposes including:

• Providing legal advisory, real estate, and strategic consulting services
• Responding to client inquiries and communications
• Managing client relationships and project updates
• Analyzing and improving the performance of our Site
• Detecting and preventing fraud or security breaches
• Complying with ethical, legal, and regulatory obligations

Our Disclosure of Personal Information

Bloch Advisory Services may share personal information with:

• Service Providers: IT support, hosting, website analytics, and payment processors.
• Professional Advisers: Financial institutions, auditors, legal counsel, and compliance consultants.
• Government Bodies: Regulatory authorities or law enforcement when required by law or legal process.
• Corporate Transactions: Third parties in connection with a business restructuring, merger, or asset transfer.

Your Privacy Choices

If you conclude an advisory engagement or discontinue use of our Service, we may retain a copy of your information as necessary to comply with applicable professional standards, legal obligations, or dispute resolution requirements.

Security

We maintain reasonable technical and organizational measures to protect personal information against unauthorized access, loss, or misuse. However, no transmission or storage system is entirely secure, and we cannot guarantee absolute security.

Additional Disclosures for Residents of California

California residents have specific privacy rights under the California Consumer Privacy Act (CCPA), including:

• The right to know what personal information we collect, use, and disclose
• The right to request access to or deletion of your personal information
• The right to opt out of the “sale” or “sharing” of personal information (BAS does not sell personal information for monetary value)
• The right to non-discrimination for exercising your CCPA rights

Requests may require identity verification before processing. Certain legal and regulatory exceptions apply, particularly regarding confidential attorney-client communications or matter-related information that must be retained under law or professional conduct rules.

Links to Other Websites

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of external sites. We encourage you to review the privacy policies of any third-party site you visit.

Effective Date and Changes to this Privacy Policy

This Privacy Policy is effective as of September 01, 2026. Bloch Advisory Services may update this policy at any time. Changes will be posted on this page with an updated effective date. Material changes may also be communicated via direct notification on our Site or by email.

How to Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

Jonathan Bloch
Bloch Advisory Services (BAS)
9701 Wilshire Blvd., Suite 1000
Beverly Hills, CA 90212
Phone: 424.512.1013
Email: jonathan@bloch-advisoryservices.com