Timeless Private WealthLogo Design Contest

My brand is a boutique wealth management and exit-planning firm that helps entrepreneurial, high-achieving individuals and business owners gain clarity, confidence, and financial freedom. We provide a personalized, high-touch, virtual family office experience that brings all aspects of a client’s financial life together.

Our target audience is entrepreneurs and family business owners—typically with $5M–$50M of investable assets—who are preparing to exit their business in the next 3–5 years. They are forward-thinking, value deep relationships, and want a trusted strategic partner to guide them through major financial and life transitions.

Main neutrals

White

Soft gray/light gray

Accent color (very important) Teal or Tiffany blue

Feminine but still professional

Ties back to North Carolina coastal/aqua tones but not too many colors

Pretty on merch (hats, journals, mugs)

Secondary optional tones

Very light blush/mauve tones (only if used subtly)

Avoid: heavy, dark, or overly bright colors

Overall: clean neutrals + teal accent → feminine but elevated.

Jordan wants the logo to feel minimalistic, timeless, high-end, aesthetic enough for merch, and not too colorful. She does not want generic symbols like dollar signs or typical financial icons. The overall style should use thin lines, modern serif or modern sans-serif typography, balanced spacing, and possibly a clean symbol or simple monogram-style mark.

The logo must work across all practical applications, including the website, email signatures, business cards, hats, mugs, journals, social media graphics, office signage, and branded documents. Because of this, simplicity and legibility are essential.

For design direction, Jordan liked ideas such as a modern, simple monogram using TPW, or something abstract and geometric with clean outline shapes or soft angles. A subtle icon can also work, especially if it represents connection, guidance, leadership, or a supportive system that reflects the Virtual Family Office model. The aesthetic should have soft feminine touches without being overly girly, and rely on strong, clean typography that feels either elevated (modern serif) or sleek and minimal (premium sans-serif).