Post-Exit Architecture
Tax, trust, and entity design for liquidity events ranging $5M–$200M.
engagement basedOrva Advisory
Private Wealth & Strategy · Greenwich
A private advisory practice for founders and families navigating $5M+ in liquid wealth.
Orva is a boutique advisory built for the post-exit founder, the multi-generational family, and the operator who needs sharper strategy than a Big-4 partner can offer.
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$2.1B
Under advisement
38
Client families
Referral
Only
90 days
Avg engagement
Services
Curated for outcomes, not volume.
Family Office Setup
Build the operating system for a multi-generational family — staffed, governed, documented.
from $48,000Strategic Advisory
Quarterly board-style sessions with our principals on capital and business strategy.
from $9,500 / qtrConcierge Diligence
Private deal review, vendor scrutiny, and second-opinion analysis.
from $6,500Gallery
Quietly compounding what matters.
By Referral OnlyFiduciary$2.1B Under Advisement38 Active Client Families
Voices
Why clients stay.
"After our exit, Orva rebuilt our entire structure in 90 days. The tax savings alone funded the next decade."
"My family had three advisors saying three different things. Orva replaced all of them."
Booking
Ready when you are.
Use the concierge in the corner — or request a private consultation below.