Our Process

A considered process from first conversation to first introduction.

Step 01

Private Application

Applicants begin with a confidential application. We ask about identity, relationship intent, lifestyle, values, preferences, and readiness.

Step 02

Screening & Fit Review

Our team reviews whether the applicant aligns with Aurum's standards and whether we are likely to serve them well.

Step 03

Vetting & Consent

Approved applicants complete identity verification, consent forms, conduct expectations, and relevant screening steps.

Step 04

Search Brief

For private clients, we create a detailed search brief covering values, lifestyle, family goals, timing, geography, preferences, and non-negotiables.

Step 05

Curated Search

We search within our private referral network, candidate circle, trusted partners, and invitation-led channels.

Step 06

Mutual Introduction

No introduction is automatic. Both parties must approve before any personal details are shared.

Step 07

Feedback & Support

After an introduction, we collect feedback respectfully and guide next steps if both parties are interested.

Step 08

Ongoing Search or Relationship Support

The search continues until the term is complete, paused, or a meaningful connection develops.