Orchard Wealth & Legacy Management

Orchard Wealth & Legacy Management

Jason M. Scheurer established Orchard Wealth & Legacy Management in 2017, positioning the firm in San Juan, Puerto Rico. The practice provides investment advisory services to individuals and high-net-worth families, with a stated focus on trusts and estates. The relocation to Puerto Rico aligns with the jurisdiction's Act 22 and Act 60 incentives, which offer significant tax advantages to US citizens who move their financial-services businesses and personal residency to the island. The firm's investment strategy centers on bespoke wealth management and legacy planning for private clients. It does not publicly disclose a specific asset-allocation model, but trusts and estates work implies multi-generational planning, fiduciary oversight, and conservative-to-balanced portfolio construction. The lack of a widely published track record or fund vehicle suggests the firm operates as a traditional advisory practice rather than a proprietary direct-investment platform. Orchard Wealth & Legacy Management appears to be a compact operation, likely fewer than five professionals, typical of a boutique registered investment advisor serving a concentrated book of families. There are no disclosed additional offices, adjacent philanthropic entities, or club-deal vehicles. Public record shows no named institutional co-investors, fund commitments, or direct deals attributable to the firm. What distinguishes Orchard structurally is its deliberate jurisdictional choice. By anchoring in Puerto Rico, Scheurer tied the firm's value proposition to the island's unique tax code, which remains a genuine differentiator in the US wealth-management landscape. The viability of that model depends on the durability of Act 60 incentives, a topic of ongoing political debate in Puerto Rico.