Wealth Management Marketing Case Study:
Our client is a socially conscious firm, Dallas-based private family office and wealth management startup that provides impeccable service to high net worth individuals and families. The firm asked us to rebrand the firm and develop all new digital and print media for the rebranding campaign.
We positioned the client to clarify their strength as a asset manager for some of the wealthiest families in North Texas then designed a new logo and tagline that would appeal to a multi-generational, ultra-affluent target market. Once we clarified their brand, we created content that spoke to family decision-makers. The outcome was fully integrated print and digital media which spoke to their target market.
Within weeks the new branding campaign drove so much traffic that the client asked us to stand down until they caught up on the calls from potential clients! Instead, we counseled them to staff up, which they did, and thus significantly increased 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 by Tolleson Wealth Management Multi-Family Office.