Wealth Management Marketing Case Study:
To re-brand and develop a complete print and Internet marketing campaign for a Private Family Office and Wealth Management startup in Dallas that provides impeccable service to high net worth individuals and families.
We designed a high-end logo and supporting graphics that would appeal to the Ultra-affluent target market with multi-generational wealth. We then positioned Quintessence as exactly who they were, a socially-conscious organization who were expert Multi-family Asset Managers for some of the wealthiest families in North Texas. Their new tagline, “Time is the Greatest Luxury” resonated with the clients’ mantra as well as the target market.
Once we had their brand nailed down, our Content Developers went to work creating copy and a voice that spoke directly to the needs of the family decision-makers and integrated it into their printed marketing materials and search engine optimized website.
Within weeks our SEO Copywriters and web developers had the website on the front page, competing with the largest Multi-family offices in Dallas and drove so many clients that the client asked us, literally, to “turn off the SEO.” Instead, they listened when we counseled them to staff up, which they did successfully and, significantly increased their assets under management within the first year. By the second year, they had attracted the attention of the largest Family Office in Dallas and were subsequently acquired.