The comprehensive advisory solution for entrepreneurs and high-net-worth families

We serve financial, tax, accounting, investment, fiduciary, philanthropic, and administrative interests in accordance with policy and plans approved by the founder. Whatever your goals are, we deliver actionable advice to support the overall direction of your business and family office.

• Manage your network of service providers, vendors, counselors, and advisors 

• Formulate financial policy and plans for tax, insurance, budget, credit, and treasury functions.

• Ensure financial transactions and procedures meet your short and long-term objectives while adhering to regulatory body requirements.  

• Source potential investment opportunities and evaluate portfolio of assets in order to devise strategies for growth and manage investment-related relationships.  

• Direct, coordinate, and administer operational support in compliance with established policies. 

Remote and hybridized work was unforeseeable a decade ago, but many businesses have abandoned “in-house” teams to save on operational costs. Orchard realizes the potential behind this model. We provide high-level strategy and executive management services to businesses and family offices who are tired of maintaining an “in-house” team. With Orchard, you have an executive team in your back pocket.

Our strong financial, business, and investment acumen provides us with extensive knowledge of wealth management and family office services. We have the confidence and credibility needed to support founders and family members with making informed decisions that advance long-term family objectives.