Terms of Service

Effective Date: November 28, 2025 | Last Updated: November 28, 2025

1. Acceptance of Terms

By accessing or using the Beekman Strategic website ("Website") at beekmanstrategic.com, scheduling a consultation, or engaging our advisory services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service ("Terms").

If you do not agree to these Terms, you must not use our Website or services. These Terms apply to all visitors, users, and others who access the Website or engage our services.

You must be at least 18 years of age and have the legal capacity to enter into binding contracts to use our services.

2. Definitions

For the purposes of these Terms:

• "Services" means the financial advisory, investment banking, and wealth management services offered by Beekman Strategic
• "Client" means any individual or entity that has entered into a formal engagement agreement with Beekman Strategic
• "Website" means the beekmanstrategic.com website and all associated web pages
• "Content" means all text, images, graphics, insights, articles, and other materials published on the Website
• "Consultation" means preliminary discussions that do not constitute a formal client engagement
• "Beekman AI" means our proprietary AI-assisted structuring technology

3. Description of Services

3.1 Website Services

Our Website provides:

• Information about Beekman Strategic and our service offerings
• Insights, articles, and thought leadership content
• Contact and consultation scheduling functionality
• Newsletter subscription services
• Client Portal access (for existing clients)

3.2 Advisory Services

Our professional advisory services include:

• Asset & Wealth Management
• Investment Banking
• Fund & Vehicle Structuring
• AI-assisted structuring analysis

These services are provided pursuant to separate engagement agreements and are subject to additional terms and conditions.

3.3 No Client Relationship

Use of this Website does not create an advisory or client relationship. A formal engagement requires a signed written agreement with Beekman Strategic. Consultation requests and preliminary discussions do not establish an engagement until confirmed in writing.

4. Nature of Information - Not Investment Advice

The Content on this Website:

• Is provided for informational and educational purposes only
• Does not constitute personalized investment advice
• Is not an offer or solicitation to buy or sell any securities
• May not be suitable for your particular circumstances
• Is not exhaustive and may not be continuously updated

You should consult with qualified professionals regarding your specific situation before making any financial decisions.

5. Investment Advisory Disclaimer

5.1 No Guarantee of Results

• Past performance is not indicative of future results
• Case studies and examples are illustrative only and do not guarantee similar outcomes
• Statistics referenced (e.g., "$500M+ Structured Products") are historical and not guarantees of future performance
• All investments involve risk, including the potential loss of principal

5.2 Suitability

Our services are designed for qualified, sophisticated investors, typically ultra-high-net-worth individuals with $30M+ in investable assets. You are responsible for independently assessing whether our services are suitable for your needs.

5.3 Risk Acknowledgment

• Complex financial structures carry additional risks beyond traditional investments
• Cross-border transactions are subject to multiple regulatory jurisdictions
• Tax treatment may vary based on your jurisdiction and circumstances
• Liquidity of certain investments may be limited

6. Intellectual Property Rights

6.1 Our Intellectual Property

All content on this Website, including but not limited to:

• Text, graphics, logos, and images
• The "Beekman Strategic" name and trademarks
• The "Beekman AI" technology and name
• Proprietary structuring methodologies
• Insights, articles, and publications
• Website design and layout

are owned by or licensed to Beekman Strategic and are protected by copyright, trademark, and other intellectual property laws.

6.2 Permitted Use

You may access and view the Website for personal, non-commercial purposes. You may not:

• Reproduce, distribute, or publicly display any Content without written permission
• Modify or create derivative works based on our Content
• Use our Content for commercial purposes
• Remove any copyright or proprietary notices

7. User Obligations

7.1 Acceptable Use

You agree to:

• Provide accurate and truthful information when contacting us
• Not attempt to gain unauthorized access to any part of the Website
• Not interfere with or disrupt the Website's operation
• Not use automated tools to scrape or collect data from the Website
• Comply with all applicable laws and regulations

7.2 Account Security

If you access our Client Portal, you are responsible for:

• Maintaining the confidentiality of your login credentials
• Promptly notifying us of any unauthorized access
• All activities conducted under your account

8. Limitation of Liability

8.1 Disclaimer of Warranties

THE WEBSITE AND CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO:

• Warranties of merchantability or fitness for a particular purpose
• Warranties of accuracy, completeness, or timeliness of Content
• Warranties of uninterrupted or error-free access
• Warranties regarding the security of the Website

8.2 Limitation of Damages

TO THE MAXIMUM EXTENT PERMITTED BY LAW, BEEKMAN STRATEGIC SHALL NOT BE LIABLE FOR:

• Any indirect, incidental, special, consequential, or punitive damages
• Any loss of profits, data, or goodwill
• Any damages arising from your use of or inability to use the Website
• Any actions taken based on Content on this Website

8.3 Maximum Liability

Our total liability for any claims arising from your use of the Website shall not exceed the greater of (a) the fees paid by you to Beekman Strategic in the 12 months preceding the claim, or (b) $100 USD.

9. Indemnification

You agree to indemnify, defend, and hold harmless Beekman Strategic, its officers, directors, employees, agents, and affiliates from and against any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys' fees) arising from:

• Your use of the Website
• Your violation of these Terms
• Your violation of any third-party rights
• Any Content you submit or transmit through the Website

10. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Florida, United States, without regard to its conflict of law provisions.

For disputes arising from these Terms or your use of the Website, you consent to the exclusive jurisdiction of the state and federal courts located in Palm Beach County, Florida.

11. Dispute Resolution

11.1 Informal Resolution

Before initiating any formal dispute resolution, you agree to first contact us at legal@beekmanstrategic.com and attempt to resolve the dispute informally for at least 30 days.

11.2 Arbitration

Any disputes not resolved informally shall be resolved through binding arbitration administered by the American Arbitration Association (AAA) in accordance with its Commercial Arbitration Rules. Arbitration shall take place in Palm Beach County, Florida.

11.3 Class Action Waiver

You agree that any dispute resolution proceedings will be conducted only on an individual basis and not in a class, consolidated, or representative action.

12. Modifications to Terms

We reserve the right to modify these Terms at any time. Changes will be effective upon posting to this page with an updated "Last Updated" date.

Your continued use of the Website after any modifications constitutes acceptance of the revised Terms. We encourage you to review these Terms periodically.

Material changes may be communicated through:

• A notice on our Website
• Email notification to registered users
• Other appropriate means

13. Contact Information

For questions about these Terms of Service, please contact us:

• Email: legal@beekmanstrategic.com
• Mail: Beekman Strategic LLC, Legal Department, Boca Raton, Florida, USA

Additional Terms

• Severability: If any provision of these Terms is found unenforceable, the remaining provisions shall continue in effect.
• Entire Agreement: These Terms, together with our Privacy Policy and Disclosures, constitute the entire agreement regarding your use of the Website.
• No Waiver: Our failure to enforce any provision of these Terms shall not constitute a waiver of that provision.
• Assignment: You may not assign these Terms without our prior written consent. We may assign these Terms at any time.