For Growth-Focused Advisors Wanting Household-Level Control

Unify the household.
Optimize what matters.

Orion Unified Managed Household (UMH), launching in 2026, is an investment service designed to help you coordinate portfolios across a client's full household — with a tax-aware approach that aligns decisions to what the family is actually trying to accomplish.

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Household-Level Coordination

UMH is Orion’s next step in helping advisors manage the entire household as one coordinated portfolio — across accounts, registrations, and tax considerations. We’re delivering UMH in phases, building on a foundation that’s nearing completion: Orion’s UMA tax overlay, which enables tax-aware coordination at the account level and sets the stage for broader household management.

  • Coordinate taxable and non-taxable accounts with the household in mind
  • Make asset location and tax decisions with a clearer picture of the full family balance sheet
  • Build portfolios that reflect goals, preferences, and real-life constraints

Join the UMH Feedback Group

Space is limited. Gain early access to product previews and the chance to shape what launches next.

Request to Join

A Better Household Experience.
Without More Work.

Household management sounds great — until you think about the work it can create. UMH is being designed to reduce that burden. The goal is to make it easier to understand the household, build a coordinated recommendation, and implement it consistently, without your team having to stitch together data, spreadsheets, and one-off processes.

What Valuations Stick

Get to a Complete Household Picture, Faster

Spend less time pulling information together and more time advising with context.

Build Coordinated, Tax-Aware Recommendations

Create household proposals that reflect tax overlay considerations and after-tax priorities.

Implement with
Fewer Handoffs

Move from recommendation to funded accounts through a more guided, streamlined process.

How UMH Is Designed to Support You

UMH brings together Orion’s investment service, operational support, and behind-the-scenes intelligence to help you deliver household-level personalization at scale.

Household Discovery Support

Orion helps turn custodial details into usable household inputs, so your team spends less time gathering and cleaning up information.

Coordinated Proposals with Tax Overlay

Create household recommendations that incorporate tax overlay considerations and keep after-tax priorities in view across accounts.

Guided Implementation

Move from recommendation to funded accounts through a more streamlined, supported implementation and account opening process.

Household-Level Coordination that Scales

Coordinate across accounts and registrations — including cash needs, risk considerations, and values-based preferences — with the household in view.

Help Shape UMH Before It Launches

We’re building UMH to match how advisors actually manage households. The feedback group is a small set of firms helping us pressure-test the experience, priorities, and service model ahead of broader availability.

You can expect:

  • Early looks at what’s coming as phases become ready
  • A direct channel to share workflows, edge cases, and “this is where it breaks” scenarios
  • Input on what should be standardized vs. flexible
  • Influence on how Orion supports implementation and ongoing household management

Be Part of What UMH Becomes

Join the UMH feedback group to get early updates and help build household-level management that fits how advisors actually work.

Join the UMH Feedback Group

Frequently Asked Questions

When will UMH be available?

UMH is planned to roll out in 2026 in phases, with capabilities delivered as they are ready.

Is UMH available today?

Not yet. This feedback group is for advisors who want early visibility and a chance to shape how the service is delivered.

What’s the difference between UMA tax overlay and UMH?

UMA tax overlay is a foundational capability nearing completion. UMH will build on that foundation to coordinate more accounts and registrations across a household, expanding household-level management and tax-aware workflows.

Who is the feedback group best for?

Advisors and operations leaders who want to deliver more coordinated household portfolios, improve tax efficiency, and scale personalized implementation across client households.

How much time does participation require?

The program is lightweight by design. Most firms participate through occasional short sessions and periodic feedback on concepts, workflows, or prototypes.

This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.