Orchid Advisory Background & Overview Overview

General Information

Orchid Advisory is a multi-family office headquartered in Dallas. The firm provides comprehensive wealth management, investment advisory, and succession planning services to affluent families and individuals. Orchid Advisory focuses on aligning financial strategies with clients’ long-term objectives, offering access to private market opportunities, estate planning, and philanthropic advisory—supports families in preserving and growing capital across generations through tailored solutions and a disciplined, client-centric approach.