This notice describes how Wolf Transactional Risk, LLC, branded as WolfTRI, handles information associated with the public wolftri.com website and direct inquiries initiated through it.
Separate engagement agreements, confidentiality obligations, insurance policies, intermediary terms, and service-provider terms may govern information exchanged during an actual transaction or insurance engagement.
Last updated: October 2, 2026
This notice applies to the public pages of wolftri.com, including the Contact page. It does not describe or modify:
The website does not host a public deal-intake form. Visitors who choose to email or call WolfTRI transmit their message through their own email or telephone application; that inquiry may be stored in WolfTRI’s client-relationship system and used to respond to and assess the inquiry. Messages in languages other than English may be machine-translated for internal handling; the original text is retained alongside the translation. Inquiry data is retained only as long as needed for that purpose and can be deleted on request to info@wolftri.com, subject to required retention obligations. Contacting WolfTRI does not create a client, brokerage, or engagement relationship and does not constitute notice under any insurance policy.
The Insights pages let you select materials to request.
At present, the request form does not transmit requests online. When you submit it, the page offers to open a draft email in your own email application; nothing reaches WolfTRI unless you send that email. Our team uses the email to fulfill the request and respond to related questions. Fulfillment is manual: a person reads the request and emails the requested material. Nothing is delivered automatically. This notice will be updated before any online submission is enabled. The visitor analytics service described under Cookies may also run on these pages for visitors who accept it.
Requesting a material does not subscribe anyone to a mailing list. WolfTRI retains request information only as long as needed to fulfill and support the request and to meet any applicable recordkeeping obligations. A deletion request may be sent to info@wolftri.com, subject to required retention obligations.
The request form is not a channel for confidential transaction documents. Please do not submit deal documents or confidential information through it.
When a person emails, calls, or otherwise communicates outside the public website, WolfTRI may receive the information that person chooses to provide. Potential categories may include name, work email, telephone number, organization, professional role, general transaction context, inquiry topic, message content, and later correspondence.
The person providing the information and, where applicable, the client and its counsel should determine what may be shared and under what confidentiality, privilege, regulatory, or contractual restrictions.
Client files are stored using Microsoft OneDrive. Information exchanged during an engagement may include transaction agreements, disclosure materials, diligence information, insurer communications, policy drafts, issued policies, and post-binding records. Matter-specific confidentiality, access, retention, deletion, technology-use, and information-sharing requirements should be addressed before sensitive information is exchanged. See also Data Security & AI.
Hosting, content-delivery, network, and browser infrastructure may process limited technical information needed to deliver and protect the website. Depending on the request path and provider, this may include IP address, browser or device type, requested page, date and time, referring page, and basic diagnostic or security information. Fonts are served directly from the site; page templates do not request typography from a third-party font service.
The public site can use a visitor analytics and identification service provided by idpixel. Once a visitor accepts it, the service’s script may set or read cookies or similar identifiers and record the visit: IP address, browser and device information, screen size and language, pages viewed, links and documents clicked, form submissions (not their contents), referring page, and date and time. The provider may combine that information with information it holds or obtains from other sources to identify the organization or person associated with a visit, including a visitor’s name and employer, and make the results available to WolfTRI. idpixel may also use information it collects through the site for its own purposes, under its own terms and privacy policy. WolfTRI uses this information to understand who visits the site and which materials and WolfTRI emails draw interest, and to follow up about its services by email or a live telephone call.
Visitor identification is optional. Everyone is asked before the service loads. The script runs only after you choose Accept; it does not run when your browser sends Global Privacy Control or Do Not Track. You can turn it off using the “Do Not Sell or Share My Personal Information” link in the footer. That choice applies to this browser while the preference remains saved. If the service has already loaded, the site opens this Privacy notice in a new page load to apply your choice. The browser choice does not delete information already collected, communicate a request to the provider, or stop follow-up based on existing records. To ask WolfTRI to stop contacting you, request deletion, or make another privacy request, email info@wolftri.com. We will assess and respond to the request subject to applicable law and required retention obligations.
If your browser cannot save the opt-out, the site keeps visitor identification off on the page it opens and on pages you reach through the site’s own links, but opening a page directly may restore an earlier saved choice. To keep it off across direct visits, clear this site’s saved data or use Global Privacy Control or Do Not Track where your browser supports them.
Deleting this browser’s saved preference may cause the site to ask for your choice again. Declining visitor identification does not prevent essential technical processing needed to deliver and protect the website.
Request no further contact or exercise privacy rights — opens a draft in your own email application; nothing is sent until you send it.
The hosting platform also collects limited technical and usage telemetry as part of operating and protecting the site, which WolfTRI may view in aggregate. Essential technical functions provided by a browser, hosting platform, or network provider may operate independently of WolfTRI’s page scripts.
The public website may contain links that open a visitor’s email application, telephone application, or another website. WolfTRI does not control the privacy, security, availability, or content of an external service merely because the public website links to it.
Not every purpose applies to every item of information.
Depending on the matter, information may be shared, as appropriate, with the client and authorized representatives; deal or coverage counsel; diligence providers and other advisers authorized by the client; licensed wholesale and surplus-lines intermediaries; insurers; claims administrators; specialists involved in a post-binding matter; technology and business service providers; governmental or regulatory authorities where legally required; and other parties authorized by the client or required for the engagement.
The appropriate recipients and scope of disclosure depend on the transaction, engagement, policy, applicable law, and client instructions.
Separately, for visitors who accept it, information may also be collected on the public website by the visitor analytics provider described under Cookies above, which may use it for its own purposes.
Retention and deletion expectations should be addressed as part of the client’s matter-specific requirements before confidential information is exchanged. WolfTRI may need to retain certain records to satisfy legal, regulatory, insurance, contractual, professional, operational, or recordkeeping obligations.
WolfTRI can arrange a discussion with its technology consultant regarding reasonable prospective-client security questions. No method of electronic storage or communication is risk-free, and the public website should not be used to transmit confidential transaction materials. See Data Security & AI for additional context.
A person may contact WolfTRI regarding information the person believes WolfTRI controls. Any request is subject to applicable law, identity verification, the rights of other parties, and legal, regulatory, insurance, contractual, professional, and recordkeeping obligations. Email: info@wolftri.com.
WolfTRI may update this notice as the website, business practices, or applicable requirements change. The “Last updated” date identifies the current public version.