• Save 50% of time on admin and free up resources for greater value-add activities.
• Avoid being locked-in to external service providers and reduce key person risk.
• Guarantee tax, legal, compliance, wealth and succession planning data is secure and prepared for the next generation.

How we do it

Adopt a global best practice
ORCA’s intelligent, automated, one-of-a-kind approach to organization guarantees all your assets, liabilities, legal entities, key contacts and documents are complete and in perfect order. Quick and easy to use, ORCA is the proven solution to your family office’s needs.

Reduce key person risk
Move your information from multiple places and people to a single point of contact. Own your data and enable everyone to save, access and share it when they need to. Boost internal and external efficiency, save costs, and seamlessly on/off-board service providers and employees alike.

Prepare for the future
Secure your most precious information in a digital safety deposit box. Capture everything from the family’s beginning until today. Even map out future scenarios for the handover. Present everything in a way everyone can understand and facilitate a positive, collaborative transition.