Our Commitment to Absolute Discretion
At Grand Wine, confidentiality is not a compliance obligation or a marketing message—it is an operational imperative and a core principle that defines how we conduct business.
We recognize that many of our clients value privacy as much as the wines themselves. Whether you are a private collector building a personal cellar, a family office diversifying into alternative assets, or an institution managing a corporate collection, your relationship with us remains entirely confidential.
Grand Wine treats all aspects of client relationships as strictly confidential. This includes, but is not limited to:
We do not publish client names, testimonials, or case studies that could identify specific clients. All examples on our website and marketing materials are either anonymized or purely illustrative.
All client communications are conducted through secure, encrypted channels:
Client information is accessible only to:
All Grand Wine staff sign comprehensive confidentiality agreements as a condition of employment.
Client records are stored with institutional-grade security:
When we engage third parties on your behalf, they are bound by strict confidentiality agreements:
Grand Wine does not share client information in the following circumstances:
We do not use client information for marketing purposes, cross-selling, or to promote our services to others. Your name, holdings, and transaction details remain confidential—never used as promotional material.
We do not sell, rent, trade, or share client information with third parties for their marketing purposes. Ever. Under any circumstances. This includes:
We do not publicly attribute acquisitions, collections, or advisory relationships. If you acquire a significant wine through us, that transaction remains between you, us, and the seller. We do not publicize client wins or notable acquisitions.
We do not share your contact information with producers, estates, or other service providers without your explicit consent. Any introductions are made at your request and with your approval.
There are narrow circumstances where we may be required to disclose information:
We may disclose information when required by law:
In all cases, we disclose only information specifically required and notify clients when legally permissible.
We share limited information with service providers when necessary:
All such disclosures are limited to information necessary to provide the requested service. Third parties are bound by confidentiality agreements and prohibited from using information for other purposes.
We will share information when you explicitly authorize us to do so, for example:
We do not maintain public showrooms where clients might encounter each other. Meetings are conducted by appointment in private settings. Your relationship with Grand Wine is known only to you and us.
When we reference client engagements on our website or in discussions with prospective clients, we thoroughly anonymize all details. We never identify clients, specific holdings, transaction values, or any information that could compromise privacy.
Wine deliveries are made in unmarked packaging with no indication of contents, value, or sender identity. Delivery personnel are instructed to be discreet and professional.
Financial transactions are structured to protect your privacy within all applicable legal requirements. We use secure payment methods and do not discuss your financial arrangements with third parties.
We retain client information only as long as necessary to provide services and meet legal requirements:
Maintained throughout the advisory relationship and for a reasonable period afterward to facilitate potential future engagement.
Retained for 10 years after transaction completion to comply with regulatory requirements and support provenance documentation.
After retention periods expire, client data is securely destroyed:
Clients maintain control over their information:
You may request access to your records at any time and request corrections to inaccurate information.
You control how we communicate with you—email, phone, or secure portal. You may opt out of market updates while maintaining essential service communications.
You may authorize or revoke authorization for us to communicate with your advisors, family members, or representatives at any time.
Upon request, we will close your account and, subject to legal retention requirements, delete your information within a reasonable timeframe.
Confidentiality is embedded in our organizational culture:
If you have questions about our confidentiality practices, wish to discuss specific privacy requirements, or have concerns about information security, please contact:
We take confidentiality concerns seriously and will respond promptly to all inquiries.
For additional information about how we handle your information, please review: