Case Study

Investment Manager Rebrand

An investment manager of more than 20 years asked us to help rebrand their company as it slowly changed its business focus. In the past, the firm had served both family offices and private, charitable organizations with financial and investment management, weighted toward the latter. As the firm shifted to become more of a multifamily office, they struggled to tell their story to the families referred to them because they’d become “stuck” in an institutionally focused way of communicating. They were finding that potential family-office clients didn’t understand the value of their services, nor how they managed assets.

A.Z. Communications helped the firm to develop their messages to family offices, simplifying the communication of their business processes with language that would be better understood by this client base. Additionally, we incorporated their new brand messages into a website developed for the firm, as well as into a new pitch presentation book and quarterly market commentary updates.

Equipped with their new messages, materials and “voice” for the firm, our client reported being better able to communicate what they do, and feeling more confident in doing so. They report that the sales materials we developed for them helped close business and brought in more referrals because family offices now better understand the value of their services.