01 Legal
Legal Disclaimer, Regulatory Disclosures & Limitation of Liability
Effective Date: October 21, 2026
1. GENERAL WEBSITE DISCLAIMER
This website and all information, materials, statements, descriptions, publications, presentations, financial illustrations, projections, business descriptions, and other content contained herein are provided exclusively for general informational, educational, and corporate communication purposes.
BurkardGroup, together with its subsidiaries, affiliates, associated entities, holding companies, joint ventures, representatives, and related business enterprises (collectively, "BurkardGroup" or the "Group"), makes no representation that the information presented constitutes professional advice, investment advice, legal advice, tax advice, financial advice, securities advice, or any other regulated professional service.
Nothing contained on this website shall be interpreted, construed, or relied upon as an offer to sell, solicitation of an offer to purchase, recommendation, endorsement, or invitation to participate in any security, investment product, financial instrument, investment fund, private placement, lending arrangement, financing transaction, or other financial opportunity.
The website is not intended to establish any advisory, fiduciary, brokerage, banking, investment management, attorney-client, accountant-client, or other professional relationship.
Accessing, reviewing, downloading, distributing, or otherwise using the information contained herein does not create any contractual, fiduciary, professional, advisory, or client relationship with BurkardGroup or its affiliates.
2. NO SECURITIES DEALER, BROKER-DEALER, OR INVESTMENT ADVISER STATUS
Unless expressly stated otherwise in a separate written disclosure concerning a specifically identified entity, BurkardGroup does not represent itself as:
- A United States Securities and Exchange Commission ("SEC") registered broker-dealer.
- A registered investment adviser or investment advisory firm.
- A securities dealer, securities exchange, or securities trading platform.
- A registered investment company, mutual fund, or regulated securities investment vehicle.
- A registered financial planner, securities underwriter, or investment placement agent.
- A commercial bank, investment bank, trust bank, or federally insured depository institution.
- A licensed securities custodian or clearing organization.
- A discretionary portfolio manager or provider of regulated asset management services.
- A licensed tax advisory firm, public accounting firm, or law firm.
BurkardGroup does not, through this website, undertake to execute securities transactions, provide individualized investment recommendations, manage third-party investment accounts, exercise discretionary investment authority, custody client securities, or perform any activity requiring registration or licensing without the applicable authorization or lawful exemption.
Any financial, investment, or capital-related activity described on this website is subject to applicable laws, regulatory requirements, licensing obligations, and transaction-specific restrictions.
No statement contained herein shall be interpreted as representing that BurkardGroup possesses regulatory registrations, licenses, approvals, or exemptions that have not been expressly obtained or independently verified.
3. FAMILY OFFICE SERVICES AND THIRD-PARTY PROFESSIONAL ARRANGEMENTS
BurkardGroup may provide family office administration, strategic coordination, corporate organization, project oversight, operational management, reporting coordination, and other nonregulated administrative or consulting services to private families, family-controlled entities, and affiliated enterprises.
Such services may include the coordination of estate planning discussions, succession planning, philanthropic initiatives, financial reporting, aviation and yacht administration, real estate oversight, insurance reviews, cross-border business organization, capital planning discussions, and engagement with independent professional service providers.
BurkardGroup does not represent that it directly provides all professional services described on this website.
Where professional licensing, registration, certification, or specialized regulatory authorization is required, the relevant services are intended to be performed by appropriately qualified and independently engaged third-party professionals, subject to their own licensing, regulatory obligations, client agreements, and professional responsibilities.
These third parties may include independent law firms, tax attorneys, certified public accountants, estate planning counsel, registered investment advisers, licensed investment managers, broker-dealers, banking institutions, trust companies, insurance professionals, fiduciaries, and other specialist service providers.
BurkardGroup may assist with introductions, communications, administrative coordination, and the organization of professional relationships, but such involvement does not, by itself, establish that BurkardGroup is the provider of the underlying regulated service.
Each professional service provider remains responsible for its own professional opinions, recommendations, regulatory compliance, and contractual obligations.
No professional relationship with any third-party provider is created solely through the use of this website or an introduction by BurkardGroup.
4. NO LEGAL, TAX, ACCOUNTING, OR ESTATE PLANNING ADVICE
BurkardGroup is not a law firm, tax law practice, certified public accounting firm, or licensed provider of legal or tax representation solely by virtue of the services described on this website.
Any discussion concerning tax efficiency, tax structuring, estate preservation, wealth transfer, succession planning, asset protection, private placement life insurance, trusts, international holding structures, offshore entities, philanthropic planning, or cross-border business arrangements is presented solely for general informational and organizational purposes.
Such discussions do not constitute legal opinions, tax opinions, accounting advice, tax return preparation, legal representation, or professional determinations regarding the suitability, legality, or tax treatment of any particular structure.
The legal and tax treatment of any proposed arrangement depends upon individual circumstances, applicable laws, relevant jurisdictions, regulatory interpretation, and the advice of appropriately licensed professionals.
BurkardGroup does not guarantee the availability of any tax deduction, exemption, deferral, exclusion, credit, favorable classification, or other tax benefit.
No representation is made that any proposed arrangement will eliminate, reduce, defer, or otherwise alter a client's tax liabilities.
Clients and prospective clients are strongly encouraged to retain independent legal counsel, qualified tax advisers, and accounting professionals before implementing any legal, estate, investment, or tax-related strategy.
5. NO INVESTMENT MANAGEMENT, CUSTODY, OR FIDUCIARY UNDERTAKING
References to capital management, capital preservation, wealth organization, investment oversight, family balance sheets, investment administration, or similar terminology are intended to describe the general scope of administrative, strategic, and coordination activities unless otherwise expressly disclosed.
Such terminology does not constitute a representation that BurkardGroup is registered or authorized to provide investment advisory services, discretionary portfolio management, securities custody, brokerage execution, or other regulated financial services.
BurkardGroup does not assume an investment advisory fiduciary relationship solely because it assists with family office administration, financial information consolidation, or the coordination of external investment professionals.
Where applicable, investment decisions, securities transactions, portfolio recommendations, and discretionary management activities must be conducted through appropriately authorized parties or pursuant to a valid legal exemption.
Any fiduciary obligations undertaken by BurkardGroup or another party shall be determined by applicable law, the actual services performed, and the terms of the relevant written agreement. Nothing in this disclaimer waives any fiduciary duty imposed by law.
6. CHIMERA CAPITAL AND SECURITIES REGULATION D DISCLOSURE
References to Chimera Capital, its associated entities, portfolio companies, subsidiaries, managed companies, financing relationships, or affiliated transactions are provided for informational and corporate descriptive purposes only.
BurkardGroup does not represent that every entity, investment, transaction, or financial arrangement associated with Chimera Capital is registered with the SEC, exempt from SEC registration, or subject to a particular regulatory classification.
Certain securities offerings, where applicable and properly structured, may be conducted in reliance upon exemptions from registration under the Securities Act of 1933, as amended, including Regulation D, Rules 504, 506(b), or 506(c), or other applicable federal or state securities law exemptions.
The availability of any such exemption must be determined independently for each specific offering, issuer, transaction, and set of circumstances.
No statement on this website should be interpreted as a representation that an offering qualifies for Regulation D or any other exemption.
Any actual private securities offering, if undertaken, shall be governed exclusively by its applicable definitive offering documents, subscription agreements, risk disclosures, investor eligibility requirements, and relevant securities laws.
Where required, prospective participants may be subject to accredited investor verification, investor suitability review, anti-money laundering procedures, know-your-customer requirements, sanctions screening, and other applicable compliance obligations.
Nothing on this website shall constitute an offer of securities in any jurisdiction in which such offer, solicitation, or sale would be unlawful.
BurkardGroup makes no representation that any securities offering has been approved, reviewed, endorsed, or recommended by the SEC or any other governmental or regulatory authority.
7. NO PUBLIC SOLICITATION OR SECURITIES OFFERING
This website is not intended to function as a securities offering memorandum, private placement memorandum, prospectus, offering circular, investor subscription portal, or public investment solicitation.
Descriptions of development projects, private enterprises, investment strategies, potential financing arrangements, joint ventures, capital structures, or prospective commercial opportunities are provided exclusively for general corporate information.
No person should interpret such descriptions as an invitation to purchase securities, contribute capital, participate in a fund, extend financing, or enter into any investment transaction.
Any potential investment or financing transaction, if pursued, must be separately evaluated, documented, and conducted in compliance with applicable law.
Website content does not replace definitive transaction documentation, independent due diligence, investor eligibility verification, or required regulatory disclosures.
The legal classification of any communication depends upon its actual content, distribution, audience, and surrounding circumstances. A statement that information is not a solicitation does not, by itself, prevent the communication from being treated as an offer or solicitation under applicable law.
8. THIRD-PARTY SYNDICATIONS, INTRODUCTIONS, AND REFERRALS
BurkardGroup may maintain commercial relationships with independent family offices, professional advisers, financial institutions, developers, lenders, capital providers, legal professionals, accounting firms, and other business organizations.
In certain circumstances, BurkardGroup may coordinate introductions, administrative processes, strategic discussions, or commercial relationships among such parties.
These relationships may involve referral arrangements, co-service arrangements, joint ventures, independent contractor agreements, strategic alliances, or other separately documented commercial structures.
Where applicable, securities syndication, capital placement, investment advisory services, regulated investment transactions, or other licensed activities must be undertaken by appropriately registered or otherwise legally authorized persons or entities.
BurkardGroup does not represent that a third-party relationship authorizes it to engage in regulated brokerage, securities placement, investment advisory, or banking activities.
Any compensation arrangement associated with introductions, referrals, capital raising, syndication, or transaction participation shall be subject to applicable legal and regulatory requirements, including any relevant restrictions on transaction-based compensation.
The existence of a third-party relationship does not imply regulatory approval, shared licensing, common fiduciary responsibility, or an endorsement of any particular financial product or transaction.
9. NO GUARANTEE OF CAPITAL PRESERVATION, PERFORMANCE, OR FINANCIAL RESULTS
Any reference to capital preservation, wealth optimization, tax efficiency, portfolio strategy, development returns, asset appreciation, or financial planning objectives describes potential goals rather than guaranteed outcomes.
BurkardGroup makes no warranty, representation, or guarantee concerning investment performance, future earnings, investment liquidity, capital appreciation, financial returns, tax savings, financing availability, project completion, regulatory approvals, or the preservation of principal.
All financial and commercial activities involve risks, including the possible loss of capital.
Historical performance, business experience, estimated valuations, financial models, projections, and illustrative examples are not reliable guarantees of future results.
Forward-looking statements are inherently uncertain and may differ materially from actual outcomes.
10. DEVELOPMENT, REAL ESTATE, AND PROJECT INFORMATION
Information concerning real estate developments, infrastructure projects, hospitality ventures, aviation facilities, energy projects, private enterprises, and other business initiatives may include preliminary concepts, projected budgets, financing assumptions, estimated development schedules, anticipated operating results, and proposed commercial structures.
Such information may be incomplete, subject to revision, or dependent upon third-party financing, governmental approvals, land rights, licensing, construction costs, market conditions, and other material factors.
No project description shall be construed as a guarantee that financing has been secured, construction has commenced, regulatory approval has been obtained, or a particular commercial outcome will occur.
Any proposed transaction shall be governed by its own definitive agreements and applicable disclosure requirements.
11. INDEPENDENT THIRD-PARTY RESPONSIBILITY
BurkardGroup may identify, introduce, coordinate with, or engage independent professionals and organizations in connection with its business activities.
Unless expressly agreed otherwise in a legally binding written agreement, such third parties are not agents, employees, or representatives authorized to bind BurkardGroup.
BurkardGroup does not automatically assume responsibility for independent third-party professional advice, representations, recommendations, regulatory status, financial condition, or performance.
Clients should independently evaluate the credentials, licenses, registrations, fees, conflicts of interest, and suitability of each professional service provider.
Nothing in this section excludes responsibility that cannot lawfully be disclaimed, including responsibility arising from BurkardGroup's own conduct where applicable.
12. CONFLICTS OF INTEREST AND COMMERCIAL RELATIONSHIPS
BurkardGroup and its affiliates may maintain direct or indirect economic interests in certain companies, development projects, joint ventures, investment-related businesses, or commercial arrangements referenced on this website.
Such interests may create actual or potential conflicts of interest.
Where legally required, material conflicts, ownership interests, referral compensation, economic incentives, and other relevant commercial relationships shall be disclosed through appropriate transaction-specific or engagement-specific documentation.
No visitor should assume that any company, service provider, investment opportunity, or business relationship described herein has been selected through an independent, conflict-free evaluation process.
13. CONFIDENTIALITY AND SUBMITTED INFORMATION
Unless a separate written confidentiality agreement expressly provides otherwise, information submitted through this website, including inquiries, business proposals, financial information, and unsolicited commercial materials, shall not automatically be considered confidential or privileged.
Submission of information does not create an attorney-client relationship, fiduciary relationship, advisory relationship, or contractual obligation.
Visitors should refrain from submitting sensitive financial records, personal identification information, account credentials, or confidential transaction materials through unsecured website communications.
Any collection, processing, retention, sharing, or transfer of personal information shall remain subject to applicable privacy laws and BurkardGroup's separately published privacy policies.
14. INTERNATIONAL AND CROSS-BORDER ACTIVITIES
BurkardGroup and its associated businesses may operate, maintain relationships, or evaluate opportunities across multiple jurisdictions.
Regulatory requirements concerning securities, banking, investment management, legal services, tax advice, corporate services, trust administration, insurance, and financial promotions differ materially among jurisdictions.
No statement on this website constitutes a representation that BurkardGroup or any associated entity is licensed or authorized to provide a regulated service in every jurisdiction where the website may be accessed.
The availability of any product, service, transaction, or professional arrangement is subject to applicable local laws and regulatory requirements.
Website access from a particular jurisdiction does not establish that any described service or transaction is lawfully available in that jurisdiction.
15. ACCURACY, COMPLETENESS, AND RELIANCE
Although BurkardGroup may endeavor to maintain accurate and current information, website materials may contain estimates, preliminary information, typographical errors, omissions, or statements that become outdated.
To the fullest extent permitted by applicable law, BurkardGroup disclaims warranties concerning the accuracy, completeness, timeliness, merchantability, fitness for a particular purpose, and uninterrupted availability of website content.
No visitor should make legal, tax, investment, financial, or commercial decisions based solely upon information published on this website.
Independent verification and qualified professional advice should be obtained before taking action.
16. LIMITATION OF LIABILITY
To the maximum extent permitted by applicable law, BurkardGroup and its respective affiliates, officers, directors, employees, representatives, contractors, and associated entities shall not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from or relating to the use of, inability to use, or reliance upon this website or its content.
This limitation is intended to apply to claims arising from website interruptions, technical errors, outdated information, inaccurate third-party content, lost business opportunities, lost profits, or other consequential losses, subject to applicable law.
Nothing in this disclaimer shall exclude, restrict, or limit liability for fraud, intentional misconduct, violations of securities laws, breaches of nonwaivable statutory duties, or any other liability that cannot lawfully be excluded or limited.
No provision of this disclaimer shall be construed as requiring any person to waive compliance with applicable federal or state securities laws.
17. NO WAIVER OF REGULATORY PROTECTIONS
Nothing contained herein is intended to waive, restrict, or diminish any right, remedy, obligation, or protection established under applicable federal, state, territorial, or international law.
In the event of any conflict between this disclaimer and mandatory applicable law, the applicable law shall control.
Any provision determined to be unenforceable shall be limited or severed to the extent permitted by law without invalidating the remaining provisions.
18. GOVERNING DOCUMENTS AND SEPARATE ENGAGEMENTS
Any actual commercial, consulting, family office, administrative, advisory, financing, development, or investment relationship shall be governed by the applicable executed written agreements and relevant law.
In the event of any inconsistency between general website descriptions and a separately executed agreement, the executed agreement shall govern the parties' contractual relationship to the extent permitted by applicable law.
No website statement creates an obligation to provide services, arrange financing, accept clients, introduce third parties, complete a transaction, or enter into a business relationship.
19. MODIFICATIONS AND RESERVATION OF RIGHTS
BurkardGroup reserves the right to modify, revise, supplement, remove, or discontinue website content, service descriptions, legal disclosures, and business information at any time without prior notice, subject to applicable law.
Visitors are responsible for reviewing the current version of the disclaimer when accessing the website.
Any modification shall not retroactively eliminate legal rights or obligations that cannot lawfully be altered.
20. ACKNOWLEDGMENT OF INFORMATIONAL PURPOSE
By accessing or using this website, visitors acknowledge that the information presented is general in nature and is not a substitute for independently obtained professional advice.
No visitor should rely upon website content as evidence of regulatory registration, professional licensing, securities exemption, financing approval, investment suitability, or the existence of a professional relationship.
BURKARDGROUP DOES NOT, THROUGH THIS WEBSITE, OFFER SECURITIES, PROVIDE REGULATED INVESTMENT ADVICE, ACT AS A SECURITIES BROKER-DEALER, OPERATE AS A BANK, PROVIDE LEGAL OR TAX REPRESENTATION, OR UNDERTAKE DISCRETIONARY INVESTMENT MANAGEMENT SERVICES.
WHERE APPLICABLE, SPECIALIZED OR REGULATED SERVICES ARE PROVIDED THROUGH SEPARATELY ENGAGED, INDEPENDENT, APPROPRIATELY QUALIFIED THIRD-PARTY PROFESSIONALS, SUBJECT TO THEIR RESPECTIVE LEGAL AND REGULATORY OBLIGATIONS.
ALL WEBSITE MATERIALS ARE PROVIDED FOR GENERAL INFORMATIONAL PURPOSES ONLY AND DO NOT CONSTITUTE AN OFFER, SOLICITATION, RECOMMENDATION, GUARANTEE, OR PROFESSIONAL ADVICE.