Privacy notice

At Orca Group, we value your privacy and are committed to safeguarding your personal and financial information. We do not disclose Non-Public Personal Information (“NPI”) to any third parties except as described below and as permitted by law.

Orca Group collects NPI—such as name, address, tax identification number, income, and other financial details—through discussions with attorneys, from documents provided to us, and in the course of facilitating structured tax deferral solutions. We use this information solely to deliver our services, evaluate eligibility, and execute structured arrangements in accordance with applicable laws and regulations.

To carry out transactions and provide related services, Orca Group may share NPI with its affiliates and with third-party institutions that assist in structuring, funding, or administering attorney fee deferral programs. These may include insurance carriers, settlement planners, administrators, or other financial institutions engaged in the execution of such arrangements. In all cases, Orca Group requires these parties to protect the confidentiality of your information and to use it only for the purposes for which it was disclosed.

Orca Group does not sell or otherwise provide NPI to unaffiliated third parties for marketing or any other unrelated purpose. Access to your information is strictly limited to employees and service providers who need it to perform their duties.

We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your Non-Public Personal Information and ensure its confidentiality, integrity, and security.