Areas of Practice

Family Office Services

Tailored Management & Compliance Solutions

Orion works closely with our network of international specialists with expertise in the areas of investment, legal, taxation, accounting, investment banking and hedge funds - creating tailored solutions that align with client objectives.

Our Private Family Office Wealth Advisory Service provides:

  • Internationally qualified experts and advisors

  • Global Multi-Family Office infrastructure

  • Taxation strategy, structuring and integration of worldwide tax management and execution services

  • Cross-border asset acquisition advice

  • Significant Investor Visa (SIV) Fund structuring and asset allocation/advisory

  • Portfolio risk assessment

  • Private equity, IPOs and syndicated investments

  • Inter-generational asset transfers and wealth management succession

  • Warehouse funding and securitisation

  • Joint Venture property development projects inclusive of residential, commercial, hotel and retail assets

  • Digital asset financing

  • Fully hedged lending program for digital coin assets

  • Financial modelling and investment analysis

  • Funds management and asset allocation

  • Structured product development and private equity capital raising

  • Experienced investment implementation with advice provided by leading market analysts and researchers from around the world.

Advisor Services

Individually Tailored Products

Orion has the capability to participate in investment products, tailored specifically for an Advisor’s wholesale investor client’s needs. These products can be based on a wide range of assets including but not limited to:

  • Commodities

  • Domestic or global equities

  • Property

  • Foreign exchange

  • Bonds

  • Credit

  • Global or domestic managed investment funds

The investment term, returns, risk characterisation and frequency of yield can all be managed to suit the Advisor’s requirements and the products can be white-labelled or co-branded
(subject to agreed criteria).

Corporate Authorised Representative

With support from specialist service providers, Orion has the capacity to provide services to financial advisors seeking to utilise its infrastructure as an Authorised Representative. Functional services include but are not limited to:

  • Licensing

  • Establishment of compliance infrastructure

  • Compliance advice

  • Documentation of Policies, Procedures and Programs

  • Compliance Committee meetings

  • Compliance Health Checks and ongoing monitoring of compliance obligations