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Family Office Services for Wealth Managers & Advisors

Orchid Island Management Group’s Administrative Family Office Services allows wealth managers, advisors, and other family offices access to our platform offering outsourced administrative solutions to their existing clients. Our services co-exist with your clients’ professional network.

These family office services for wealth managers fill a gap in services they do not offer to their high net-worth clients such as virtual bill paying and bookkeeping proving beneficial in the overall client relations and retention. 

Contact Orchid Island Management Group at 772.321.3453 for additional information regarding our platform and benefits, including strategic partnerships or white-label solutions.

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Client Profiles

Trust Client, Miami Beach, FL, Chicago, IL, France

Outsourced administrative family office services for former executive and entrepreneur. Prepare household budgets, pay all operating expenses including multiple residences. Cash management and distribution for personal finances and investments and household expenditures. Liaison with accountants, wealth managers and tax advisors.

New York, NY, Jupiter, FL, New Hampshire

Outsourced administrative family office services for family with multiple residents. Oversee day to day expenses, prepare household budgets, pay all operating expenses for multiple residences. Cash management for personal and household expenditures. Liaison with accountants, wealth managers and estate attorneys.

Orchid Island Management Group enables clients to free up time to pursue other interests and simplify their lives.

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