One platform. Every family's legal reality — held, coordinated, and completely separate
You sit at the centre of many families' affairs — the coordinating hub that gets the right legal, tax, compliance and succession information to the right people. Each family expects the same standard: complete, current, provable — and entirely private from every other family you serve. ORCA is that platform: one verified source of truth per family, each in its own separate vault.
Does this sound familiar?
A high-quality practice is only as strong as the consistency of its service — and the trust each family places in you to keep their information complete, current, and entirely their own.
Families are evaluating you. Winning the mandate often comes down to how clearly you can show, from the very first conversation, that you understand their structure and that working with you will be a step up.
The bar has risen. Families now expect their office to run on a modern, efficient technology stack — and they form that impression early. You want to lead with that sophistication from the first interaction onward.
Getting the right information to each family's lawyers, banks, auditors, trustees and rising generation — in the right form, at the right moment — is constant, and it's a core part of what you're paid for.
A high-quality practice runs on a system with clear checks and balances — one that helps you enforce and live the standard you set, consistently, across your entire book. No exceptions.
Mixing information, even accidentally, is a relationship-ending risk. Separation has to be structural, not just procedural.
From winning the mandate to serving it — at one consistent standard
Scope a new mandate live — in the very first meeting
As the family talks you through their structure, you map it live — entities, ownership, and which providers handle which parts — playing it back as you go: “this is what I've heard, is this right?” By the end you both have a clear, shared understanding of scope. It's a remarkably strong basis for a relationship — and a preview of what working with you feels like. ORCA becomes part of how you win.
Onboard cleanly: you only get one first impression
Because onboarding a new family means gathering a great deal of information for the first time, ORCA's built-in tasks and completeness checks act as a repeatable onboarding checklist — surfacing exactly what's still needed, assigning it, and tracking it to completion. Nothing gets missed, and the family sees an organised, professional process from day one.
One rigorous standard, across every client
Completeness checks flag what's missing. Smart folders file documents consistently. The structure chart redraws itself. Because the complete, current picture for any family is always there to open, your people move between families and find everything prepared rather than reassembled from memory — and the firm retains that knowledge for the long term, independent of any individual.
See the structure across time
ORCA holds the full time dimension of every structure. Internally, remind yourself exactly how a family's structure looked at any earlier point. In planning conversations, step forward: model how a proposed restructuring or succession scenario would reshape things, with them, in the room. Something a spreadsheet can never give you.
Get the right information to the right people
Much of an MFO's value is coordination. ORCA's sharing is built for exactly that: generate precisely the view a given party needs — for each family's lawyers, banks, auditors, trustees and rising generation — backed by the documents that prove it, and share it securely. Complete, current, and with nothing more travelling than needs to.
Make it your own
ORCA can be white-labelled in your look and feel, so the portal each family logs into reflects your firm, not ours. For offices that want their technology to carry their own brand, it turns ORCA into a seamless, sophisticated extension of the service you provide.
Complete data separation — by architecture, not policy
Each family's data lives in its own vault. Think of a bank running many safety-deposit boxes: ORCA is the bank, each family gets their own box, and only that family holds the key. ORCA itself cannot access the contents of any vault, and data between vaults is never shared — not by accident, not by design. No configuration required.
Price flat-fee mandates accurately
A prospect estimates 30 legal entities; it turns out to be 60 — and you've anchored your fee on half the real workload. Families genuinely don't know how much they have. Because ORCA lets you map the true structure up front rather than relying on a prospect's survey answers, you go into pricing with an accurate picture of scope.
One source of truth, across a whole book of families
What ORCA does — and doesn't — for multi-family offices
Holds each family's complete legal structure in a fully separate vault; supports client acquisition through live structure mapping; provides a repeatable onboarding checklist via tasks and completeness checks.
Enables a rigorous, consistent standard across the whole book; lets you view structures across time for internal reference and forward planning; provides secure sharing and an optional white-labelled client portal; and coordinates the flow of information to each family's external advisors.
It doesn't manage liquid assets, and isn't built for pure asset-management mandates. ORCA is the legal-entity layer — the verified ownership and governance truth that sits beneath any reporting view.
It complements performance-reporting tools, accounting systems and portfolio platforms rather than replacing them: those show families how they like to see their wealth; ORCA holds what they can prove about it.
Questions multi-family offices ask
Can we be certain families' data never mixes?
Yes. Each family is a separate vault. The separation is architectural — data between vaults is never shared, and ORCA itself holds no keys to any vault.
Can different team members have different access per family?
Yes — each user can be granted read or edit access per vault. A team member can have edit rights for one family and read-only access for another.
Can we use ORCA in our own branding?
Yes. ORCA can be white-labelled in your look and feel, so the client portal you offer reflects your firm.
How quickly can we onboard a new family?
A working structure chart can typically be live within the first session — which is exactly why it works as a tool in your very first prospect conversation. For a full document-level build, the timeline depends on document availability.
Does ORCA integrate with our reporting tools?
ORCA has an open API and works with implementation partners who specialise in connecting it to the wider family-office tech stack. We'd talk through the right approach for your systems.
See ORCA on a multi-family office practice
20 minutes, with a human. We'll map a live structure with you.