Undivided attention to your wealth.
Orcana is a family office built for entrepreneurs and their families, with access to our private fund. We take no more than four families in any year — small enough that you work directly with a principal. Your plan is designed for you, not a template with your name on it.
You’ve been told that recognizable names mean better access to wealth advice and investments. We evaluated partnering with the best of them. Their advisors are trained to put you into “scalable solutions” — not so you do better, but so they can serve more clients while doing less for each.
So we built the opposite. Built to do the deepest possible work for a small number of families.
Why Orcana?
Orcas are underestimated. They take on great white sharks and whales many times their size, winning with coordination and intelligence rather than mass. In the wild, there are no recorded fatal attacks on humans.
Arcana is Latin for secrets known only to the initiated.
Orcana: put them together and you have the firm we wanted to build — small, underestimated, and equipped to outmaneuver the giants. Formidable, but never toward the people we serve.
FAMILY OFFICE
Built to outlast you.
Orcana’s family office builds financial structures meant to outlast you — for your children and theirs. Doing that well requires independence, so we have it: no ties to any custodian, asset manager, software platform, bank, or other institution.
We don’t get paid differently based on our recommendations. If you use the private fund, its management fee is credited against your family office fee — so we gain nothing by steering you into it.
What We Do
Financial Structure Design
We manage your total balance sheet, helping you fund your highest priorities.
Tax Minimization
We coordinate with your accountants and other professionals to do forward-looking tax planning that saves you money throughout your lifetime.
Portfolio Management
We build portfolios tailored to your priorities, and use other investment managers when they have an area of expertise we don’t. All investments are optimized for the highest risk-adjusted return on an after-tax and after-fee basis. We also manage a private fund as an investment alternative, where our best ideas live in one account.
Business Exit Planning
We help you prepare your business for an eventual sale. Some owners do the work and decide to keep the business instead — either way, you end up with something more efficient and more valuable.
PRIVATE FUND
Small by design.
Orcana’s private fund is deliberately small, because scale works against returns. It’s far easier to outperform with millions than with billions — a point Buffett has made about his own career.
We’re not reinventing the wheel. We use proven strategies that perform better at smaller scale.
We are capping the private fund at thirty million in new capital.
We run an absolute return strategy — equities and uncorrelated positions — with the goal of outperforming the S&P at lower risk. Diversified across sectors, countries, investment styles, and asset classes. This is not a levered bet on a handful of names, and we’re not quietly tracking the index either.
We earn a performance fee only when we beat the S&P.
The private fund is available to accredited investors only.