What We Do
Target Clients: Owners of companies valued between 3-20 million dollars, who are considering an exit in the next 5 years.
What we do: Integrated Wealth simplifies the intersection of life and money to give our clients the confidence and the time to do what they love.
How we do it: We are a Virtual Family Office. This means we build a deep understanding of our clients' goals and the details of their situation - across every area of their lives. Then we build each client a fully customized professional team. This team of experts supports our clients in achieving desired outcomes in their business and personal lives. We actively coordinate that team to maintain alignment, creating the greatest impact for the client. We also integrate the management of their investment portfolio through our ongoing wealth management process.
Maximum 3 colors. The 2 main colors should be grey (something warm, upscale and refined - possibly graphite), and blue (something punchy but still conservative, like cornflower). As an accent color, I am open to white (crisp, pure) or possibly a bit of orange (either darker, like burnt orange, or bright, like tangerine). Colors and design should be clean, warm and inviting. Avoid cold colors and clinical feel.
Our Ideas and Additional Information:
I'd like the logo to convey stability, integration, alignment & impact (and a dynamic, growing company). Logo will be used in a variety of mediums (print, web, mobile, statements, mugs, t-shirts, etc). Design should include both horizontal & vertical formats. The font should be easily legible, even to clients whose vision may not be as sharp (elderly / retired). Clean, modern font should be widely available. Typeface should be a balance of upscale and refined.