helping you make smart, confident decisions
Whether you are running a business, your individual finances or both, surround yourself with people who have a passion for your vision plus subject matter expertise in the nuts and bolts of the issues you face. Being an ORBA client means that specialists beyond your primary contact will take up your cause as if you are their client. Because you are.
Here is what you can expect from our relationship:
- deep expertise in complex family business and personal dynamics; you will work with seasoned, hands-on, ultra-responsive partners—our always on call service ethos delivers passionate client care;
- go-to advisors and a sounding board for all things—part consultant, part concierge—we work to be the people you rely on for guidance when you are not sure about what step to take next;
- confident, good-natured, easy-to-be-around people—you will enjoy working with us and we know that we will enjoy working with you.
