Our firm was hired to consult in the rebranding and launch of a new philanthropy consulting and wealth management firm. Within six months, we created and launched a new brand and marketing presence for the client, created and organized a successful launch event, and connected our client in with key market influencers, and potential strategic partners and referrers. We also created a marketing plan for ongoing communications with constituents, prospective clients, assisted with the development of fee-generating services that supplemented investment management fees, and generated a business development strategy to increase future revenue.
