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Adviser dossier · Trustees & fiduciaries

Sam Orchard

Managing Director, BOW Trustees
Part of a group United Kingdom
1
Distinction listed
18
years in current expertise
Profile

Sam Orchard is a founder shareholder and Managing Director of BOW Trustees. Prior to co-founding the firm he worked for a number of larger independent and bank-owned trust companies and was head of client relationships at a medium-sized firm. His areas of expertise are working with high-net-worth families to help structure their estates, with considerable experience in real estate, quoted assets and private company shares / private equity.

He holds a BSc in Management with Trusts and Estates, the Institute of Directors Diploma in Company Direction, the STEP Diploma and the ICSA Certificate, and is a member of both the Society of Trust and Estate Practitioners and the Institute of Directors. He has been recognised in the Spear's 500 index as a recommended adviser for Trusts and Offshore since 2022 and was shortlisted for Citywealth Trustee of the Year in the Channel Islands in 2025.

Specialisms
Discretionary trusts
Recognition
Spear's 500 Trusts Structuring & Offshore Index 2025 — Recommended View source ↗