A one stop shop for tax and legal information.
Billingsley Company was “so ready for ORCA” and uses our software every day to save time on must-have tax and legal work across 800+ legal entities in a real-estate focused ownership structure.
#Operating Firm
#Real-Estate
Up and running instantaneously with data import.
Mt. Vernon Investments imported their entire structure from Archway (their general ledger) into ORCA, and replaced their network drive with us. ORCA gives them the perfectly structured, complete data they need for scenario/succession planning.
#Single Family Office
#Data Import
#Scenario Planning
A core component of onboarding new families and team members.
MaestroFS uses ORCA to map out and understand the complexity of their clients. ORCA is extremely easy to use and is utlised by their clients and their team. This single source of truth helps everyone to always be on the same page and to answer an array of important questions quickly and easily.
#Multi-Family Office
#Complex Structures
#Onboarding
No more data silos. Save time and money with a smart archive.
Amana Family Office uses ORCA as a smart archive that adds immense efficiency to their daily workflows and that clients grasp immediately. No more data spread across multiple silos. No more hours spent on KYC and other must-have workflows
#Multi-Family Offices
#KYC
Holistic advice focused on the big picture.
28 Advisory Limited uses ORCA to provide holistic advice to international clients with assets across multiple jurisdictions. Being able to visualize ownership structures at any time (past, present and future) is a core element of their wealth planning service, as is ORCA’s secure, structured document management.
#Multi-Family Office
#Multi-Jurisdiction
#Wealth Planning
Interactive structure charts enable faster, more accurate decisions.
Genrich Family Office uses ORCA to create compelling visuals when onboarding new families, and to share documents in a highly structured way with internal and external stakeholders, enabling faster, more accurate decisions
#Multi-Family Office
#Onboarding
#Sharing
Concentrate on providing the best advice possible at all times.
Swisspartners uses ORCA to make sure the data they need to advise UHNWI families is available when and where it is needed. Arriving at the clients destination, and knowing that with a few clicks, all the information you need is easily and securely accessed takes a huge weight off your shoulders and allows you to concentrate on providing the best service possible at all times
#Private Client Advisor
State of the art governance technology that makes UHNW family consulting better.
Schiede, Hülsbeck Partnerschaft uses ORCA’s secure, reliable platform to capture the dynamic nature of their clients’ ownership structures. Being able to see the past, present and future of a structure on one page is a key element of their advice, and makes the next gen smile.
#Private Client Advisor
#Scenario Planning