A discreet, modern identity and conversion-led site for a private CFO practice serving HNW families.
PMG had built a referral-only practice over a decade — but founders' kids were finding their advisors on Google and LinkedIn now. The old brand looked like a 90s law firm. The site was a brochure. They needed to stay discreet, but become discoverable to a generation that does its first diligence at 2 a.m.
We re-positioned PMG as a Private CFO — not 'wealth management' — and built an identity around quiet authority: editorial type, deep navy palette, and a site architecture organized by life-stage events, not products. Every page ends in either a calendar link or a vetted referral path.
Services applied