Find out how Orchard supports your business and family office

Orchard focuses on four areas of operation to achieve your goals:

Executive

Orchard provides highly customized c-suite services and function as executives while working with and reporting to the founder. As such, Orchard Family Office Services provides support with:

  • Executive services, operating as the “president” and manager of matters dictated by the CEO

  • Oversight of the administrative and management functions of your assets and investments

  • Investment advisory services and curation of potential ventures and opportunities that will add value to your portfolio within the parameters established by you and Orchard

  • Directing financial strategy and carrying out the necessary actions to achieve your financial goals

Legal

Through our leveraging of the legal services of Floryan Law, P.C., its network of attorneys, and its third-party counsel, Orchard will function as your “in-house” attorney and provide:

  • General counsel services and operate as your first point of contact for legal services

  • Transaction counsel services related to acquisitions and dispositions

  • Draft and review supporting legal documentation 

  • Employment advice and counsel to ensure legal compliance of employee-employer relationships within your business and operations

  • Create and implement tax efficient holding structures, along with carefully designed and drafted supporting documentation to realign and restructure asset holdings that are currently inefficient

  • Estate planning oversight and review

Tax and Accounting

The core of any business venture is proper accounting. We create a support system for an investment-grade structure that handles everything from day-to-day cash management, book-keeping, and audit support, to complex accounting and financial reporting. As such, we:

  • Review and analyze asset holdings to create a schedule of assets, which will serve as our initial benchmark for current and upcoming years

  • Review and analyze monthly financial statements

  • Provide tax information and liaise with outside advisors

  • Coordinate preparation and filing of tax documentation

  • Support investment accounting, including the processing and tracking of investor matters, capital calls, redemptions, and further investments

Operations

As your business requires certain “back-of-house” care, Orchard provides tailored and comprehensive entity management and general administration services. In order to achieve maximum administration efficiency and day-to-day implementation, Orchard:

  • Provides entity incorporation, formation and administrative support services

  • Provides corporate directorships and/or other relationship services 

  • Provides secretarial and registrar services