Terms & Privacy
Everything you need to understand how Casa Curators operates, what we collect, and how we protect your estate’s most sensitive information.
Governing Law
State of California
Effective Date
May 2026
Contact
legal@casacurators.ai
Document 01
Terms of Service
Last Updated: May 2026 · Effective: May 1, 2026
Please read these Terms of Service (“Terms”) carefully before using the Casa Curators website, platform, or AI-powered estate concierge services. By accessing or using our Services, you agree to be bound by these Terms. If you do not agree, do not use our Services.
1. Acceptance of Terms
These Terms constitute a binding legal agreement between you (“User,” “Client,” or “you”) and Casa Curators LLC, a California limited liability company (“Casa Curators,” “we,” “us,” or “our”), governing your access to and use of casacurators.ai and all related platforms, applications, and services (collectively, the “Services”).
By using our Services, you represent that you are at least 18 years old, have the legal capacity to enter into this agreement, and are using the Services for lawful purposes. If you are using the Services on behalf of an entity, you represent that you have authority to bind that entity.
2. Services & AI Concierge
2.1 Overview
Casa Curators provides luxury estate intelligence and management services, including property documentation, vendor coordination, maintenance scheduling, and access to our AI-powered estate concierge (the “AI Concierge”) through the HAVEN Estate Intelligence Platform.
2.2 Service Availability
We strive to maintain consistent availability of our Services but do not guarantee uninterrupted access. Scheduled maintenance, technical issues, or circumstances beyond our control may result in temporary unavailability. We are not liable for any loss resulting from Service interruptions.
2.3 Service Changes
We reserve the right to modify, suspend, or discontinue any feature of the Services at any time. We will provide reasonable notice of material changes to paying clients.
3. AI Concierge: Disclaimer & Limitations
3.1 Reference Tool Only
The AI Concierge is an artificial intelligence tool designed to assist users with property-related queries by referencing a structured property knowledge base. The AI Concierge is a reference tool only. It does not constitute and should not be relied upon as professional advice of any kind, including but not limited to legal, financial, engineering, architectural, or safety advice.
3.2 No Warranty of Accuracy
AI Concierge responses are generated algorithmically from available data and may be incomplete, outdated, or inaccurate. Casa Curators does not warrant that the AI Concierge will provide correct, complete, or up-to-date information at any given time. The underlying property knowledge base reflects conditions as of the date of last update and may not reflect subsequent changes to the property, its systems, vendors, or applicable codes.
3.3 Your Duty to Verify
You are solely responsible for independently verifying any information provided by the AI Concierge before taking action, particularly with respect to:
- Location or operation of utility shutoffs, safety systems, or emergency equipment
- Vendor contact information, licensing, pricing, or availability
- Maintenance schedules, warranty terms, or manufacturer specifications
- Applicable local building codes, permitting requirements, or HOA rules
- Any matter where acting on incorrect information could result in property damage, injury, financial loss, or legal liability
3.4 Not a Substitute for Licensed Professionals
The AI Concierge does not replace the judgment of licensed contractors, engineers, architects, electricians, plumbers, or other licensed professionals. You should always engage qualified professionals for work requiring a license, permit, or expertise, and for any situation involving a safety risk.
4. Accounts & Access
4.1 Account Responsibility
If you create an account with Casa Curators, you are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account. You agree to notify us immediately at support@casacurators.ai of any unauthorized access or security breach.
4.2 Accurate Information
You agree to provide accurate, complete, and current information when creating an account or engaging our Services, and to promptly update that information as needed.
4.3 Access Credentials
Any property access credentials, alarm codes, or security information provided to Casa Curators for purposes of the estate audit or ongoing Services will be stored with enhanced security controls and shared only with personnel who require access to perform the Services.
5. Intellectual Property
5.1 Casa Curators IP
The HAVEN Platform, including all underlying software, AI models, algorithms, templates, methodologies, visual design, and proprietary documentation frameworks, is owned by Casa Curators and protected by applicable intellectual property laws. Nothing in these Terms transfers any ownership of Casa Curators’ intellectual property to you.
5.2 Your Property Data
The specific content of your Property Knowledge Base, including your property information, vendor contacts, maintenance history, and estate documentation, belongs to you. Casa Curators holds a limited license to host, process, and use such data solely to provide the Services.
5.3 No AI Training on Client Data
Casa Curators will not use your specific property data to train, fine-tune, or improve AI models without your prior written consent. Aggregated, de-identified operational data may be used internally to improve the platform, provided it cannot reasonably identify you or your property.
5.4 Feedback
If you submit feedback, suggestions, or ideas about the Services, you grant Casa Curators a perpetual, royalty-free license to use and incorporate that feedback without obligation to you.
6. Prohibited Uses
You agree not to:
- Use the Services for any unlawful purpose or in violation of any applicable law or regulation
- Reverse engineer, decompile, or attempt to extract the source code of the Platform or AI systems
- Attempt to gain unauthorized access to any portion of the Services or related systems
- Scrape, crawl, or otherwise extract data from the Platform without written permission
- Use the Services to transmit spam, malware, or other malicious content
- Impersonate Casa Curators or any other person or entity
- Interfere with or disrupt the integrity or performance of the Services
- Share your account credentials with unauthorized third parties
- Use the Services in any manner that could damage Casa Curators’ reputation or brand
7. Limitation of Liability
7.1 Liability Cap
To the maximum extent permitted by applicable law, Casa Curators’ total cumulative liability to you for any and all claims arising under or related to these Terms or the Services, whether in contract, tort, negligence, strict liability, or otherwise, shall not exceed one hundred U.S. dollars ($100.00) for users of the free or marketing website, or for paying clients, the total fees actually paid by you to Casa Curators in the three (3) calendar months immediately preceding the event giving rise to the claim.
7.2 Exclusion of Consequential Damages
In no event shall Casa Curators be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, including without limitation lost profits, loss of data, business interruption, or cost of substitute services, even if Casa Curators has been advised of the possibility of such damages.
7.3 Third-Party Services
Casa Curators is not liable for the acts, omissions, quality of work, or representations of third-party vendors, contractors, or service providers, including those referenced in the AI Concierge or listed in a property knowledge base.
7.4 Disclaimer of Warranties
Except as expressly stated, the Services are provided “as is” and “as available,” without warranty of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, or non-infringement.
8. Indemnification
You agree to indemnify, defend, and hold harmless Casa Curators and its members, officers, employees, and agents from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of:
- Your use of, or inability to use, the Services
- Your reliance on AI Concierge outputs without independent verification
- Your violation of these Terms
- Your violation of any applicable law or third-party rights
- Any content or data you submit through the Services
9. Termination
Casa Curators may suspend or terminate your access to the Services at any time, with or without cause or notice, if we reasonably believe you have violated these Terms. You may terminate your account at any time by contacting us at support@casacurators.ai.
Upon termination, your license to use the Platform ends and we may delete your account data, subject to our data retention practices described in the Privacy Policy. Sections 5, 7, 8, 10, and 11 of these Terms survive termination.
10. Dispute Resolution
10.1 Governing Law
These Terms are governed by the laws of the State of California, without regard to its conflict-of-laws principles.
10.2 Arbitration
Any dispute, claim, or controversy arising out of or relating to these Terms or the Services that cannot be resolved through informal negotiation shall be settled by binding arbitration administered by JAMS pursuant to its Comprehensive Arbitration Rules, with proceedings conducted in Los Angeles County, California. The arbitrator’s decision shall be final and binding.
10.3 Class Action Waiver
You agree that any claims will be brought only in your individual capacity, and not as a plaintiff or class member in any purported class, collective, or representative action. You waive any right to a jury trial.
10.4 Informal Resolution
Before initiating arbitration, you agree to contact us at legal@casacurators.ai and attempt to resolve the dispute informally for a period of thirty (30) days.
11. General Provisions
11.1 Entire Agreement
These Terms, together with our Privacy Policy and any executed Client Services Agreement, constitute the entire agreement between you and Casa Curators regarding the Services.
11.2 Severability
If any provision of these Terms is held invalid or unenforceable, the remaining provisions continue in full force. The invalid provision will be modified to the minimum extent necessary to make it enforceable.
11.3 No Waiver
Our failure to enforce any provision does not constitute a waiver of our right to enforce it in the future.
11.4 Changes to Terms
We may update these Terms from time to time. We will notify you of material changes by posting the new Terms on this page with an updated effective date. Your continued use of the Services after changes become effective constitutes acceptance. If you do not agree to updated Terms, you must stop using the Services.
11.5 Contact
Questions about these Terms should be directed to: legal@casacurators.ai
Document 02
Privacy Policy
Last Updated: May 2026 · Effective: May 1, 2026
Casa Curators LLC (“Casa Curators,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit casacurators.ai, interact with our platform, or engage our Services. Please read this policy carefully.
1. Introduction & Scope
This Privacy Policy applies to personal information collected through our website (casacurators.ai), the HAVEN Estate Intelligence Platform, our AI Concierge, and any related Services we provide. It does not apply to third-party websites or services we may link to.
Casa Curators serves ultra-high-net-worth clients whose privacy is paramount. We treat all property and personal information with the highest level of discretion and security.
2. Information We Collect
2.1 Information You Provide
- Contact & Identity: Name, email address, phone number, mailing address
- Account Information: Login credentials, account preferences, communication history
- Property Information: Property address, physical layout, systems documentation, maintenance history, vendor contacts, and access credentials (stored with enhanced security)
- Financial Information: Billing details, payment method information (processed through PCI-compliant third-party processors; we do not store raw card data)
- Communications: Emails, messages, and other correspondence you send us
2.2 Information Collected Automatically
- Usage Data: Pages visited, features used, time spent on pages, AI Concierge queries (not linked to specific property data for non-client visitors)
- Device & Technical Data: IP address, browser type, operating system, device identifiers
- Cookies & Tracking: See Section 8 for details
2.3 Information from Third Parties
We may receive information from referral partners, real estate brokers, or family office advisors who recommend our Services, limited to contact information necessary to initiate a service relationship.
3. How We Use Your Information
We use personal information only for the following purposes:
- Service Delivery: Providing estate management, AI Concierge access, vendor coordination, and maintenance services
- Platform Operation: Maintaining and improving the HAVEN Platform and property knowledge bases
- Communication: Responding to inquiries, sending service updates, and delivering contractual notifications
- Billing & Payments: Processing payments and managing billing records
- Safety & Security: Detecting and preventing fraud, unauthorized access, or security threats
- Legal Compliance: Meeting applicable legal, regulatory, or contractual obligations
- Service Improvement: Analyzing aggregated, de-identified usage data to improve our platform (never using your specific property data without consent)
We do not sell your personal information. We do not use your data for targeted advertising. We do not train AI models on your specific estate data without your written consent.
4. Sharing & Disclosure
4.1 Service Providers
We may share information with trusted third-party service providers who assist in operating the Platform, processing payments, hosting data, or delivering the Services. All such providers are contractually bound to use your information only to provide the relevant service and to maintain confidentiality.
4.2 Property Vendors
We may share limited contact information with property vendors and contractors in the course of coordinating Services on your behalf. We share only what is necessary and only with your knowledge as part of the service engagement.
4.3 Legal Requirements
We may disclose information when required by law, court order, or government authority, or when we reasonably believe disclosure is necessary to protect our legal rights, prevent fraud, or respond to an emergency involving safety.
4.4 Business Transfers
In the event of a merger, acquisition, or sale of Casa Curators’ assets, your information may be transferred to the successor entity, subject to equivalent privacy protections. We will notify you before your information is transferred and becomes subject to a different privacy policy.
4.5 With Your Consent
We may share information in other circumstances with your explicit prior consent.
4.6 No Sale of Data
Casa Curators does not sell, rent, or trade your personal information to any third party for commercial purposes.
5. Security
We implement industry-standard security measures to protect your information, including:
- AES-256 encryption for data at rest
- TLS 1.2+ encryption for all data in transit
- Role-based access controls with least-privilege principles
- Access logging and audit trails for property knowledge bases
- Enhanced security protocols for access credentials and security system information
- Annual internal security reviews
In the event of a data breach involving your personal information, we will notify you within seventy-two (72) hours of confirmation and cooperate with any required regulatory notifications.
No method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.
6. Data Retention
We retain personal information for as long as necessary to provide the Services and fulfill the purposes described in this policy, or as required by law. Specifically:
- Active Client Data: Retained for the duration of the service engagement
- Post-Termination: Property knowledge base data retained for 30 days following contract termination, then securely deleted or returned upon request. Backup copies may be retained for up to 90 additional days before destruction.
- Financial & Tax Records: Retained for 7 years as required by applicable law
- Communication Records: Retained for 3 years unless a longer period is required by law or contract
Upon written request following termination of Services, we will provide an export of your Property Knowledge Base in a commonly used format within 30 days.
7. California Privacy Rights (CCPA / CPRA)
If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):
- Right to Know: You may request a description of the categories and specific pieces of personal information we have collected about you, the categories of sources, the business purposes for collection, and the categories of third parties with whom we share it.
- Right to Delete: You may request deletion of personal information we have collected, subject to certain legal exceptions.
- Right to Correct: You may request correction of inaccurate personal information.
- Right to Opt-Out of Sale: Casa Curators does not sell personal information. This right is not applicable, but we honor it by policy.
- Right to Non-Discrimination: We will not discriminate against you for exercising any of these rights.
- Right to Limit Sensitive Data Use: You may request that we limit our use of sensitive personal information to what is necessary to provide the Services.
To exercise any of these rights, please contact us at privacy@casacurators.ai. We will respond within 45 days. We may need to verify your identity before processing your request.
Authorized Agents: California residents may designate an authorized agent to submit requests on their behalf. We will require written authorization and may verify the agent’s identity.
8. Cookies & Tracking Technologies
8.1 What We Use
We use cookies and similar technologies (web beacons, pixel tags) to operate and improve our website and platform. These may include:
- Essential Cookies: Required for the website and platform to function. Cannot be disabled.
- Analytics Cookies: Help us understand how visitors interact with our site (e.g., Google Analytics). Data is aggregated and de-identified.
- Preference Cookies: Remember your settings and preferences across sessions.
8.2 Your Choices
You may manage cookie preferences through your browser settings. Disabling certain cookies may affect the functionality of the Services. We do not currently respond to Do Not Track signals, but we do not use tracking for cross-site advertising.
9. Children’s Privacy
Our Services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors. If we become aware that we have collected information from a minor without parental consent, we will promptly delete it. Contact us at privacy@casacurators.ai if you believe we have inadvertently collected information from a child.
10. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will notify you of material changes by posting the updated policy on this page with a revised effective date. For significant changes affecting your rights, we will provide additional notice by email to clients on active agreements. Your continued use of the Services after changes become effective constitutes acceptance of the revised policy.
11. Contact Us
For questions, requests, or concerns about this Privacy Policy or our privacy practices, please contact us:
Privacy & Legal Inquiries: privacy@casacurators.ai
General Legal: legal@casacurators.ai
Website: casacurators.ai
We will respond to all privacy requests within 45 days.
© 2026Casa Curators LLC. All rights reserved. · casacurators.ai · legal@casacurators.ai
This page does not constitute legal advice. Consult a licensed attorney for your specific situation.