Privacy Policy
This policy explains how AURUM Estate Intelligence collects, uses, and protects personal and estate data. Discretion is our default posture.
Last updated · January 2026
Information we collect
We collect information you provide during assessment and engagement, including contact details, entity information, and asset data you elect to bring under intelligence.
We collect limited technical information necessary to operate the platform securely, such as authentication and access logs.
How we use information
We use your information solely to deliver the intelligence services you engage us for, to secure your environment, and to meet our legal obligations.
We do not sell personal or estate data. We do not use client data to train third-party models.
Data residency & retention
Where required, we honor jurisdictional residency for your data. We retain data for the duration of your engagement and any period required by law.
Your rights
You may request access to, correction of, or deletion of your personal data, subject to legal and contractual constraints. Contact our concierge team to exercise these rights.