The Bertram Group Terms and Conditions

Effective Date: 09/03/2025

Welcome to The Bertram Group. By accessing or using our website, services, or submitting information through our lead forms, you agree to the following Terms and Conditions. Please review them carefully.

1. Scope of Services

The Bertram Group provides educational consulting and advisory services to families seeking school placement and guidance. This includes:

  • Advising on day schools, boarding schools, therapeutic programs, and diverse learner options.

  • Guidance for student-athletes balancing academics and athletics.

  • Support with admissions strategies, application preparation, and school selection.

We do not guarantee acceptance into any specific institution. Admissions decisions are made solely by schools and programs. Our role is advisory, helping families make informed choices.

2. Eligibility to Use Services

By using our services, you confirm that:

  • You are at least 18 years old, or a parent/guardian authorized to act on behalf of a minor.

  • You are providing truthful, accurate, and complete information.

  • You understand that our advice is based on the information you provide, and inaccurate information may limit the effectiveness of our guidance.

3. Use of Information and Privacy

When you submit information, including personal or health-related details, you consent to our collection and use of that information as described in our Privacy Policy.

  • Any health information is handled in compliance with HIPAA standards.

  • We will never sell, rent, or share your information with third parties for marketing purposes.

  • We may use your information to personalize recommendations, communicate with you, and improve our services.

4. Client Responsibilities

Families engaging with The Bertram Group agree to:

  • Actively participate in the advising process, including providing requested documentation and timely responses.

  • Carefully review and evaluate school options before making final decisions.

  • Understand that financial aid awards, scholarship availability, and admissions timelines are controlled by the schools themselves, not The Bertram Group.

5. Limitations of Service

While The Bertram Group strives to provide accurate and up-to-date information:

  • We cannot guarantee outcomes, admissions, or specific placements.

  • We are not responsible for changes in school policies, tuition, admissions standards, or program availability.

  • Our recommendations are based on professional judgment and available information but should not replace your own due diligence.

6. Fees and Payments

If you enter into a paid agreement with The Bertram Group:

  • Fees will be clearly outlined in advance.

  • Payment schedules, refund policies, and service scopes are documented in separate service agreements.

  • Failure to make timely payments may result in suspension or termination of services.

7. Intellectual Property

All materials provided by The Bertram Group — including written guides, presentations, reports, website content, and digital resources — are protected by copyright and intellectual property laws.

  • You may use materials only for personal, non-commercial purposes.

  • You may not copy, distribute, or reproduce content without written consent.

8. Disclaimers

  • Services are provided “as is” without warranties of any kind.

  • We disclaim all liability for indirect, incidental, or consequential damages arising from use of our services.

  • We make no promises of admission, acceptance, or academic outcomes.

9. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of Connecticut, without regard to conflict of law principles.

  • Any disputes arising from these Terms will first be addressed through good-faith negotiation.

  • If unresolved, disputes will be handled through mediation or arbitration in Connecticut.

10. Updates to Terms

We may update these Terms and Conditions periodically. Updates will be posted on our website with a revised effective date. By continuing to use our services after updates, you accept the revised Terms.

11. Contact Information

For questions or concerns regarding these Terms, please contact:

The Bertram Group
 8 Wright Street, Suite 107
Westport, Connecticut 06880
(203) 255-2577
info@thebertramgroup.com