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Orchard Wealth & Legacy Management
Founded by Jason M. Scheurer in 2017, Orchard Wealth & Legacy Management operates from San Juan, Puerto Rico, providing investment advisory services to...
Orchard Wealth & Legacy Management
Founded by Jason M. Scheurer in 2017, Orchard Wealth & Legacy Management operates from San Juan, Puerto Rico, providing investment advisory services to individuals, high-net-worth families, trusts, and estates. The firm's establishment coincides with the post-Act 20/22 wave of financial professionals relocating to the island, attracted by tax incentives designed to import capital and advisory talent. Orchard's client base reflects the intersection of mainland US wealth seeking jurisdictional diversification and local estate-planning needs. The firm's advisory mandate covers portfolio management, wealth transfer, and fiduciary services, with a likely emphasis on cross-border considerations given Puerto Rico's unique status as a US territory with its own tax code. Asset-class exposure and specific portfolio holdings are not publicly disclosed, which is typical for a private advisory practice of this size. The geographic focus is Puerto Rico and the mainland United States, with clients utilizing the territory's residency-based tax incentives. As a privately held practice, Orchard does not publish team size, asset totals, or capital deployment figures. The firm markets no institutional funds, no co-investment vehicles, and no multi-family-office aggregation model. Its structure is a straightforward owner-operated advisory. In March 2019, the firm filed an amendment to its SEC registration, updating its advisory business information and confirming Jason Scheurer as the sole control person (per SEC IAPD record, 2019). Orchard's differentiating structure is its owner-operator model in a jurisdictionally specific market: a single-principal advisory embedded in Puerto Rico's post-2012 incentive ecosystem. This creates a service profile geared toward tax-aware wealth management for relocating individuals, rather than institutional capital deployment or diversified multi-asset management. Succession and long-term governance rest entirely with the founding principal.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Los Gatos
Corporate office
San Juan, Puerto Rico
Principals
Jason M. Scheurer
Owner and Operator
Frequently asked questions
Who runs investment decisions at Orchard Wealth & Legacy Management?
Jason M. Scheurer is the sole owner and operator of the firm, as disclosed in its SEC registration filings. All advisory and investment decisions are made within a single-principal structure. No investment committee or additional control persons are listed on public regulatory records.
Is Orchard structured as a family office or a traditional wealth advisor?
It is a registered investment advisor, not a family office. The firm provides advisory services to multiple clients — individuals, high-net-worth families, trusts, and estates — rather than serving a single family. Public records do not show a multi-family-office aggregation model or exempt reporting status as a family office.
How is Orchard related to Puerto Rico's Act 20/22 tax incentives?
The firm was founded in San Juan in 2017, during the peak of mainland wealth migration driven by Puerto Rico's Acts 20 and 22, which offered significant tax benefits to relocated businesses and individuals. While Orchard itself does not advertise a specific Act 22 advisory service, its location and client focus likely benefit from the advisory ecosystem built around those incentives.
Does Orchard participate in fund commitments or direct investments?
Public disclosures show Orchard as an investment advisor, not a fund manager or direct-investment vehicle. No portfolio companies, fund commitments, co-investment platforms, or proprietary investment products have been disclosed. Its mandate appears limited to fee-based advisory and portfolio management services.
What is Orchard's known posture on serving institutional clients?
The firm's SEC registration lists individuals, high-net-worth individuals, trusts, and estates as client types. No institutional vehicles — such as pension funds, endowments, foundations, or sovereign funds — are listed. Orchard's client base appears retail and private-wealth oriented, without an institutional-capital focus.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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