Orchard 33 · Florida, USA

Structure, wealth, and transition to the United States.

Advisory for Brazilian families and companies taking their business, their family, their wealth, their life insurance, or their investments to the United States.

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  1. Assessment
  2. Transition
  3. Structure
  4. Wealth
Four steps, in the right order.
years of experience with global companies and international operations
20+
insurance agent licensed by the Florida Department of Financial Services
Licensed
founding of Westchester Financial Group, our partner
1989
service in Portuguese and English
PT · EN

Boutique service

One advisor, from the first contact to the finished structure.

Personal attention
Each case is managed directly by Daniel Penteado, who follows your family or company through every step.
End-to-end concierge
We coordinate attorneys, accountants, banks, insurers, and partners for you, in both countries.
Discretion
Conversations, documents, and decisions handled confidentially, in your language and on your schedule.

What do you want to solve?

Export

I want to export to the U.S.

Products and services from any sector: we open the doors of the U.S. market.

  • Market and regulation for your sector
  • Buyers, distributors, and partners
  • Joint ventures and a U.S. company

See how to export

Indexed universal life (IUL)

I want dollar life insurance

Protection for your family in a hard currency, with the beneficiaries you choose.

  • Dollar death benefit to named beneficiaries
  • Liquidity during life, under the policy
  • Agent licensed by the Florida Department of Financial Services

See how the insurance works

Four steps, in the right order.

  1. Assessment

    Goal of the move, family profile, assets, income, company, and time horizon.

  2. Transition

    Immigration path with partner attorneys; the family's timeline for school, housing, and routine.

  3. Structure

    LLC, bank accounts, accounting, and, for companies, a plan to enter the U.S. market.

  4. Wealth

    Dollarization, family protection, future income, and succession.

In the wrong order, the client buys a product. In the right order, the client builds a structure.

Who leads

Daniel Penteado, founder of Orchard 33

Daniel Penteado has more than 20 years in global companies, institutes, and consulting, working across Africa, South America, and North America. Today he leads cross-border operations connecting Brazilian families and investors to the U.S. market.

  • Insurance agent licensed by the Florida Department of Financial Services
  • Partnership with Westchester Financial Group, founded in 1989 in South Florida

Read his background

Let's talk.

The first conversation is an assessment: the goal of the move, the family, the assets, the company, and the time horizon. From there, you know where to start.

Schedule a conversation Chat on WhatsApp