Sam Orchard

Spear’s Review

Sam Orchard is client services director at BOW Trustees, where he works with HNW families and individuals seeking to enhance their wealth, structure their estates, and establish property holding and development structures. As part of his commitment to ensuring effective and high-quality client service, he ‘enjoys creating simple solutions to apparently complex problems’.

After leaving university, Orchard worked for a number of larger independent trust companies and was the head of client relationships at a medium-sized firm prior to co-founding BOW. 

He holds a BSc in management with trusts and estates, and is a member of STEP and the Institute of Directors.

Adviser Profile

Sam Orchard is client services director at BOW Trustees, where he is principally responsible for ensuring effective and high-quality delivery of client service. 

Sam co-founded BOW 10 years ago after working in the Fiduciary sector in Guernsey for 10 years. Sam works with high and ultra high net worth families geographically based in the UK, Europe and North America with a particular focus on long term planning for future generations. Sam has great experience holding various asset classes, but in particular Private Company Shares, Liquid Investments and Real Estate. 

Sam holds the STEP Diploma, a BSc in Management with Trusts and Estates and the IOD Diploma in Company Direction.