# Orchard Wealth & Legacy Management

Orchard Wealth & Legacy Management is a Bank / Wealth / Trust based in Los Gatos, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Gatos, United States
- **Region:** North America
- **Address:** San Juan, Puerto Rico
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** orchardwlm.com

## About

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. 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.

## Sectors

- Wealth Management
- Private Client Services

## People

- Jason M. Scheurer — Owner and Operator

## 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.

## Related profiles

- [Orchard Way Capital Partners](https://altss.com/profile/orchard-way-capital-partners)
- [Orchestra Private Equity](https://altss.com/profile/orchestra-private-equity)

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Last updated: 2026-08-11T02:43:31.692Z

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