Katie McIntyre

Director

Katie is Orchid Advisory's Director, where she specializes in comprehensive family office services. Over the past seven years of her career, Katie has developed expertise in guiding clients through tax strategy, trust and estate planning, investment strategy, philanthropic planning, and insurance solutions. Her commitment to client-centric service and meticulous attention to detail ensures that she delivers tailored solutions that meet the unique needs of each client.

Previously, Katie held roles at EPIQ Capital Group and Tolleson Wealth Management, where she cultivated a deep understanding of services for both first-generation wealth creators and multi-generational families. Katie completed her undergraduate studies at the University of Texas and earned her MBA from Southern Methodist University.