ACQ
Acquisition Advisory
Define the target profile, evaluate suitable properties, coordinate negotiation support, and maintain completion discipline.
Target profileMarket comparablesNegotiation fileCompletion readiness
Services
A private advisory suite for high-consequence property decisions.
Aurum works across the parts of a mandate that require judgment: strategy, jurisdiction, settlement, diligence, execution, and stewardship after acquisition.
Mandate Control
ScopeProperty and jurisdiction
StandardDiligence-first
CounselIndependent confirmation
PrivacyNeed-to-know file handling
Advisory Matrix
Each service is a controlled workstream, not a loose promise.
JUR
Jurisdictional Structuring
Coordinate counsel-led review of ownership route, reporting duties, privacy exposure, succession needs, and holding costs.
Ownership routeDisclosure exposureCounsel recordSuccession context
GLD
Gold Settlement Coordination
Map compliant pathways from bullion, allocated accounts, or metal-linked liquidity into real-asset acquisition funding.
Counterparty reviewVault contextSettlement sequenceAudit trail
DD
Due Diligence
Maintain a structured risk file across title, valuation, planning, AML, KYC, counterparty, and physical property assumptions.
Risk registerTitle checksValuer inputsDecision memo
STW
Portfolio Stewardship
Review held assets after acquisition for documentation, tenancy, market position, compliance triggers, and exit readiness.
Review noteDocument inventoryMarket watchExit readiness
Role Clarity
The advisory role is disciplined because the specialist roles are respected.
Aurum coordinates the mandate file and decision process. Legal, tax, immigration, valuation, and regulated conclusions remain with appropriately qualified professionals.
Aurum Coordinates
Mandate architecture
Property and counterparty workstream
Diligence file discipline
Settlement sequencing
Client decision record
Specialists Confirm
Legal conclusions
Tax treatment
Regulatory or immigration advice
Valuation opinions
Banking and compliance acceptance
Engagement Discipline
Constraints protect the client and the mandate.
A private mandate benefits from restraint. The firm avoids volume brokerage behavior, loose settlement routes, and public proof that creates unnecessary exposure.
Standard
No property presentation without a written investment thesis
Standard
No settlement route without counterparty and documentation checks
Standard
No tax or legal representation outside qualified local counsel
Standard
No public case detail that compromises client confidentiality
Private Mandate