Who leads
A Florida advisory that organizes the financial and business life of people arriving in the U.S.
Daniel Penteado
Founder, Orchard 33
More than 20 years in global companies, institutes, and consulting, working across Africa, South America, and North America. Sustainable business development strategy, channels, international operations, and financial structuring.
Today he leads cross-border operations that connect investors and business owners to the U.S. market.
Education
- MBA in Economic and Strategic Management, FGV (SP)
- Specialization in Agribusiness, University of Minnesota
- Agronomic Engineering, UFV (Brazil)
Credentials and partnerships
- Insurance agent licensed by the Florida Department of Financial Services
- Partnership with Westchester Financial Group, founded in 1989 in South Florida
The Westchester partnership
Westchester Financial Group was founded in 1989, through an arrangement with Citibank N.A., and today operates in the United States, Brazil, and Spain. It specializes in asset protection, succession planning, and international tax planning for families and companies, and also offers trustee services.
Through this partnership, we offer structures such as offshore companies, trusts, and foundations in several countries, set up by attorneys and licensed providers in each jurisdiction.
Visit Westchester Financial Group
We work in Portuguese and English.
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.
Let's talk.
The first conversation is about understanding where you are and what needs to be organized.