Client Stories

Curious about what it means to get #orcanized?

Learn how leading operating firms, investment firms, trust firms, law firms, private client advisors, family offices and families are benefitting from ORCA.

Muse Enterprises

A single-family office supporting over 20 family members

ORCA benefits

Centralises and secures family office data

Reduces human error

Saves significant time in CTA reporting

Streamlines multi-generational knowledge sharing

Used by family members and new staff with little to no training needed

Staiger Law

Legal 500 law firm & trust company

ORCA benefits

Saves 70% of workload on AML compliance

Simplifies regulatory complexity, enabling focus on core tasks

Provides transparency, building stronger client trust

Speeds up structure chart creation, saving 90% of time

Replaces Excel, Word, and PowerPoint by centralising all tools in one place

Billingsley Company

A real estate and family investment company overseeing a portfolio of over 800 entities

ORCA benefits

85% efficiency boost

Tax reporting time cut from 3-4 weeks to just 1 week

Transparent, real-time asset visibility across 800 entities

"Time travel" feature enables strategic what-if analysis and smarter decisions

Fast, intuitive onboarding with immediate access and usability for all

CFO Family

Independent back-office serving single-family offices, multi-family offices and institutional clients

ORCA benefits

Unmatched functionality

Simplifies Corporate Transparency Act reporting

Enables rapid filing and compliance with beneficial ownership updates

Creates a "wow factor" with clients by building and displaying structures in real time

Kohli Urbach Rechtsanwälte AG

An international boutique law firm specialising in private client services

ORCA benefits

Complete KYC and SRO compliance with ease

Comprehensive client view for deeper insights and better conversations

Speeds up client interactions and response times

Reduces client costs and time

Billingsley Company

A real estate and family investment company overseeing a portfolio of over 800 entities

ORCA benefits

Reduces tax prep time by 25%

Consolidates all information into a single source

Supports seamless scalability as entities and complexity grow

Enables dynamic estate planning with "what-if" scenarios

Simplifies structure chart generation for lenders and partners

Mt Vernon Investments

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

ORCA benefits

Seamless onboarding—able to use ORCA in less than 1 hour

Enables smooth operational succession by centralising knowledge

Instant access to crucial documents across 75+ trusts and entities

More time to focus on high-impact task

TROVE FS

Award winning multi-family office

ORCA benefits

Centralises data

Enhances business scalability

Streamlines client onboarding

Enables “tremendous” impactful, insightful client conversations

Simplifies collaboration with families and advisors

Amana Family Office

A boutique multi-family office serving international families and entrepreneurs

ORCA benefits

Centralises data, eliminating silos

Rapid KYC data retrieval, turning hours of work into minutes

Enables full client control and continuity over their data

28 Advisory

International wealth management & planning boutique

ORCA benefits

Enables seamless wealth transfers

Clear visibility of assets across jurisdictions and currencies

Enhances efficiency with fast document tagging and retrieval

Simplifies collaboration with families and advisors

Genrich

A leading multi-family office serving over 30 families

ORCA benefits

Gains full control over complex family data

Facilitates clear, impactful client meetings

Enables seamless alignment across all stakeholders

Swisspartners

Leading external asset manager (US registered investment advisors RIA)

ORCA benefits

Groundbreaking portable, real-time access to client information

Consolidates all asset details for quick reference

Supports informed, engaging client conversations

Reduces risk of asset mismanagement and overinsurance

Visualises scenarios for clear, client-aligned decisions

Schiede, Hülsbeck und Partner Unternehmerberater

Renowned family governance experts

ORCA benefits

Elevates family governance conversations

Engages the next generation effectively

"Time travel" feature enables storytelling of family history

Essential tool for emergency planning

Facilitates smooth wealth transfers to the next generation

ORCA AG


Freigutstrasse 5
8002 Zurich
Switzerland


hello@withorca.com

+41 79 938 95 23

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