TERMS AND CONDITIONS
Effective Date: April 1, 2026
Firm: Bespoke Wealth Solutions
Website: https://bespokewealth.solutions
ACCEPTANCE OF TERMS
By accessing or using this website (bespokewealth.solutions), you agree to be bound by these Terms and Conditions. If you do not agree to these terms, please do not use this website. Bespoke Wealth Solutions reserves the right to modify these Terms at any time. Your continued use of the website following any modification constitutes your acceptance of the revised Terms.
NO ATTORNEY-CLIENT RELATIONSHIP
The information provided on this website is for general informational purposes only and does not constitute legal, tax, financial, or investment advice. Nothing on this website creates an attorney-client relationship between you and Peter A. Ryan, J.D., Bespoke Wealth Solutions, or any affiliated attorney or advisor.
An attorney-client relationship is established only upon execution of a written engagement agreement signed by Peter A. Ryan, J.D. Until that time, any information you submit through this website or share with our intake assistant is not protected by attorney-client privilege.
You should not act upon any information on this website without first seeking qualified legal, tax, or financial counsel appropriate to your specific circumstances.
INFORMATIONAL PURPOSE ONLY
All content on this website — including articles, blog posts, service descriptions, and general information about offshore asset protection, Cook Islands trusts, private banking, and estate planning — is provided for informational and educational purposes only. It is not intended to be exhaustive or to address your specific situation.
Laws and regulations governing offshore planning, asset protection, taxation, and banking are complex and subject to change. Information on this website may not reflect the most current legal developments. Bespoke Wealth Solutions makes no representations or warranties as to the accuracy, completeness, or currency of any information on this website.
INTELLECTUAL PROPERTY
All content on this website, including text, graphics, logos, and design elements, is the property of Bespoke Wealth Solutions and is protected by applicable copyright and intellectual property laws. You may not reproduce, distribute, modify, or use any content from this website for commercial purposes without prior written consent from Bespoke Wealth Solutions.
CONFIDENTIALITY OF INQUIRIES
While we take all inquiries seriously and treat them with discretion, submitting an inquiry through this website does not guarantee confidentiality under attorney-client privilege. Confidentiality protections attach only upon the formation of a formal engagement relationship. Please avoid submitting highly sensitive personal or financial information through the general contact form until an engagement has been established.
THIRD-PARTY LINKS AND SERVICES
This website may contain links to third-party websites or references to third-party services. These are provided for convenience only. Bespoke Wealth Solutions does not endorse, control, or assume responsibility for the content, privacy practices, or accuracy of any third-party website or service. Your use of any third-party site is at your own risk and subject to that site’s terms and policies.
LIMITATION OF LIABILITY
To the fullest extent permitted by applicable law, Bespoke Wealth Solutions, Peter A. Ryan, J.D., and any affiliated persons disclaim all liability for any direct, indirect, incidental, consequential, or punitive damages arising from your use of — or inability to use — this website or its content, even if advised of the possibility of such damages.
We do not warrant that this website will be uninterrupted, error-free, or free of viruses or other harmful components.
JURISDICTIONAL CONSIDERATIONS
Bespoke Wealth Solutions is based in Dallas, Texas. The services described on this website may not be appropriate for or available to residents of all jurisdictions. Nothing on this website constitutes an offer to provide legal or advisory services in any jurisdiction where such services would require additional licensure or registration not held by Peter A. Ryan, J.D.
COMPLIANCE DISCLOSURES
U.S. persons with offshore financial accounts, assets held in foreign trusts, or interests in foreign entities are subject to reporting requirements under the Bank Secrecy Act, FBAR regulations (FinCEN Form 114), FATCA (Foreign Account Tax Compliance Act), and other applicable laws. Bespoke Wealth Solutions and its clients are committed to full legal compliance. Nothing on this website encourages, facilitates, or condones tax evasion, illegal asset concealment, or any other unlawful activity.
GOVERNING LAW
These Terms and Conditions are governed by the laws of the State of Texas, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the courts located in Dallas County, Texas.
CONTACT
If you have any questions about these Terms and Conditions, please contact us:
Bespoke Wealth Solutions
Dallas, Texas
https://bespokewealth.solutions/contact/
Disclaimer: These Terms and Conditions do not constitute legal advice and do not create an attorney-client relationship. They are provided for informational and liability management purposes only.
SMS Notifications
When you call Bespoke Wealth Solutions and speak with our automated intake assistant, you may be asked whether you would like to receive a scheduling link by text message. If you indicate yes, a single SMS message will be sent to the phone number you are calling from after the call concludes. This message contains only a link to schedule a consultation with Peter A. Ryan, J.D. No follow-up messages, marketing messages, or promotional communications will be sent. No personal data collected during this process will be sold, shared, or used for any purpose other than sending the requested message.