Curious about what it means to get #orcanized?

Among the longest-standing single family offices & operating companies in Guatemala and Costa Rica.

• Centralises 150+ entities, 300 assets and 1,000+ files
• Org charts in 5 minutes, not hours
• Transparency across 100+ family, partners & stakeholders

A globally minded multi-family office for entrepreneurs and family-owned businesses.

• Replaced a whole suite of software with one source of truth
• Saves ~20 hours of manual work per client report
• Simulates changes live, in the room with families

A single-family office supporting more than 20 family members.

• Centralises and secures family office data
• Cuts CTA reporting time and human error
• Picked up by family and new staff with little training

Legal 500 law firm & trust company.

• 70% less workload on AML compliance
• Structure charts 90% faster
• Replaces Excel, Word & PowerPoint in one place

A real estate & family investment company overseeing 800+ entities.

• 85% efficiency boost across the portfolio
• Tax reporting cut from 3–4 weeks to one
• "Time travel" powers what-if analysis

Independent back-office serving single- and multi-family offices and institutions.

• Simplifies Corporate Transparency Act reporting
• Rapid filing on beneficial-ownership updates
• A real-time "wow factor" in client meetings

An international boutique law firm specialising in private client services.

• KYC and SRO compliance with ease
• One complete client view for better conversations
• Faster interactions, lower client cost

A real estate & family investment company overseeing 800+ entities.

• 25% less tax-prep time
• All information consolidated into a single source
• Scales as entities and complexity grow

A single-family office with a legacy spanning over 40 years.

• Up and running in under an hour
• Smooth operational succession, knowledge centralised
• Instant access across 75+ trusts and entities

An award-winning multi-family office.

• Centralises data and scales the business
• Streamlines client onboarding
• Powers richer, more insightful client conversations

A boutique multi-family office serving international families and entrepreneurs.

• One source of truth — no more silos
• KYC retrieval in minutes, not hours
• Full client control and continuity of data

An international wealth management & planning boutique.

• Enables seamless wealth transfers
• Clear view of assets across jurisdictions & currencies
• Fast document tagging and retrieval

A leading multi-family office serving over 30 families.

• Full control over complex family data
• Clear, impactful client meetings
• Alignment across every stakeholder

A leading external asset manager (US-registered investment adviser, RIA).

• Portable, real-time access to client information
• All asset details consolidated for quick reference
• Reduces mismanagement and overinsurance risk

Renowned family governance experts (Unternehmerberater).

• Elevates family governance conversations
• "Time travel" tells the family's history
• Smooth wealth transfer to the next generation