Family Offices

Sophisticated Solutions
for Complex Wealth

You manage more than money — you help maintain legacies, protect privacy, and deliver a multi-generation impact. Orion's tools and services are purpose-built to support those responsibilities, helping you simplify operations, strengthen oversight, and deliver the white-glove experience your most discerning clients expect.

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Solutions for Family Offices

Why Orion?

Managing the wealth of ultra-high-net-worth families requires precision, customization, and discretion. Orion provides the tools and experience family offices need to simplify multi-entity reporting, safeguard sensitive data, and deliver high-touch service — all while preserving the legacy and control your families expect.

Tailored Technology. Trusted Partnership. Timeless Value.

 

Orion’s Summit Experience is designed to simplify the challenges your firm faces with technology that adapts to your structure, not the other way around.

Performance and Reporting

Move beyond standard account statements. Orion consolidates assets across custodians, private holdings, and alternative investments into one clear view. Customizable reports give CIOs and family members the flexibility to see results their way — whether it’s high-level performance snapshots or detailed, entity-specific reporting.

Entity Management and Accounting

Family offices often juggle complex webs of trusts, LLCs, foundations, and personal accounts. Orion’s entity-level reporting provides real-time visibility into each structure, helping CFOs and finance teams manage liquidity, coordinate tax planning, and ensure accuracy across generations.

Trading and Alternatives

From traditional portfolios to private equity, real estate, and hedge funds, Orion supports the full spectrum of family office investments. Trading tools help streamline portfolio management and rebalancing, while robust data integrations keep alternative assets accounted for alongside liquid investments.

Data Security and Privacy

Discretion is non-negotiable for family offices. Orion is built with strict data governance, secure reconciliation, and advanced privacy controls — giving you confidence that sensitive family information is protected while still being accessible to the right stakeholders.

Integrations

Every family office has its own mix of systems. Orion’s open architecture connects seamlessly with custodians, CRMs, accounting systems, and specialty providers, reducing the burden on operations teams and ensuring your staff can work within a single, consistent environment.

32%

Ultra-high-net-worth individuals make up only 1.1% of the HNW population, yet hold nearly a third of total HNW wealth.1

77%

Of UHNW individuals rely on their wealth management firms to help with their intergenerational wealth transfer needs.2

The Weekly Wire: From Small Cap Surges to Inflation Reports – Key Takeaways from a Historic Week

Deliver the Guidance UHNW Clients Count On

Let’s talk about building solutions for your UHNW clients’ legacy.

 

 

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Technology for Family Offices

An Elevated Experience for Complex Wealth

Family offices demand discretion, clarity, and control. Orion's Summit Experience delivers it all — unifying advisors, family members, and data into a polished environment built for all generations.

Summit Experience

Unify entities, custodians, and investments in one elegant interface.

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Advisor Experience

Streamline reporting and planning and focus on stewarding family wealth.

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Client Experience

Provide clients with a polished, mobile-first view of their wealth.

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Denali Data Layer

Unifying multi-entity, multi-custodian, and alternative asset data.

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Family Office
Key Resource

Elevating the Family Office Experience

See how Vincimus, a multi-family office, uses the Orion Summit Experience and Denali Data Layer to unify data, streamline reporting, and deliver a polished client experience across generations.

This case study highlights how technology designed for complexity can free CIOs, CFOs, and family members alike to focus less on systems — and more on stewarding wealth and legacy.

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Transform Complexity
into Confidence

Discover how Orion helps family offices manage complexity, safeguard privacy, and deliver the premium experience ultra-wealthy families expect.

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1Source: World Ultra Wealth Report 2024, Altrata, 2024.
2Source: World Wealth Report 2024, Capgemini Research Institute, 2024.

Access to the Orion Summit Experience is available exclusively to Orion Advisor Technology, LLC (“Orion”) customers. Orion Summit Experience aggregates data from Orion products and authorized third-party systems for informational purposes only. Orion Summit Experience does not make recommendations or determine the suitability of any security or strategy, nor does past performance of a security or strategy guarantee future results. Orion does not guarantee the accuracy or completeness of external data and is not liable for decisions made based on these insights. Actions may require use of the originating system.