Orion Advisors SA

Overview

Orion Advisors S.A. describes itself as an independent multi-family office and advisory firm headquartered in Montevideo, with partner offices in Buenos Aires and Zurich. It provides wealth planning, family governance, structuring, and management solutions for family holdings and assets.¹

History

The firm reports that Orion Advisors S.A. has operated in Uruguay since the beginning of 2016.¹

Leadership

Gregor Schmid, Ferdinand Porák, and Christoph Schaer are identified as partners and founding partners.¹

Schmid advises families on international structures, tax, estate, and succession planning, with a focus on Spain, Portugal, and Latin America. The firm reports that he has more than 30 years of experience.¹

Porák brings more than 25 years of experience in investment, asset management, general management, and turnarounds across fund management, renewable energy, real estate, healthcare, telecommunications, technology, and agribusiness.¹

Schaer advises wealthy individuals and families on investment management, wealth structuring, and family governance. The firm reports that he has more than 18 years of experience.¹

Services

Orion Advisors’ private wealth structuring work addresses legal, tax, and corporate matters. Its process can include gap analysis, implementation, execution, risk control, and ongoing management.¹

Advisory services cover family planning, administration, investment coordination, risk control, and the consolidation of information through a single point of contact.¹

The firm assists globally mobile families with relocation decisions involving tax analysis, property, residence permits, insurance, club memberships, and education.¹

Corporate solutions include private listed funds, private equity funds, direct and real estate investment vehicles, family trusts, and foundations.¹

Orion Advisors also provides art management covering governance, legal oversight, cataloguing, transactions, logistics, insurance, and long-term planning. Its scope includes jewellery and art collection insurance.¹

Philanthropy support includes identifying education resources, grant managers, foundation administrators, and charitable vehicles supporting art, music, wildlife, and other causes.¹

What the firm offers

• Financial planning
• Tax planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client focus

The firm works with families, wealthy individuals, family holdings, globally mobile families, and clients managing art collections, philanthropic interests, trusts, foundations, and investment structures.¹

Approach

Orion Advisors says its working philosophy is based on discretion, confidentiality, and independent advice across investment, legal and tax, administration, and family-professional matters.¹

FAQs

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Sources

1. Orion Advisors S.A.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.