Before a prospective client, a NextGen family member, a recruit or a referral speaks to your firm, they have already formed an opinion.
Your website, leadership profiles, articles, presentations, reports and digital footprint all contribute to that perception. This audit evaluates whether those signals reflect the institution you are today — and the one you want to become.
STRATEGIC COMMUNICATION AUDIT
An independent assessment of how your institution is perceived before the first meeting.
Before a prospective client, a NextGen family member, a recruit or a referral speaks to your firm, they have already formed an opinion.
Your website, leadership profiles, articles, presentations, reports and digital footprint all contribute to that perception. This audit evaluates whether those signals reflect the institution you are today — and the one you want to become.
WHY FIRMS COMMISSION THIS AUDIT
None of these are marketing problems.
Growth
“Our firm has evolved, but our positioning hasn't.”
Succession
“Everything still revolves around the founder.”
Next Generation
“We need to engage younger decision-makers.”
Recruitment
“We struggle to attract the calibre of people we need.”
Reputation
“Our public profile no longer reflects who we are.”
Communication is the common denominator.
WHAT WE ASSESS
01
Institutional Positioning
Can someone immediately understand who your firm is and why it exists?
02
Leadership Communication
Do your partners strengthen the institution, or compete with it?
03
Trust Signals
What evidence supports your claims?
NextGen Readiness
Does your communication resonate with the next generation of wealth holders?
Digital Presence
Website, LinkedIn, search, AI search, media and third-party platforms.
06
Narrative Consistency
Does every touchpoint tell the same story?
07
Communication Governance
Who owns the institutional narrative? Who reviews it? Who updates it?
Notice: SEO, LinkedIn, website, content and AI visibility all sit naturally inside communication.
WHAT YOU RECEIVE
Executive Summary
Institutional Communication Score
Strategic Findings
Strategic Findings
Communication Risks
Priority Opportunities
90-Day Action Plan
12-Month Roadmap
Notice: SEO, LinkedIn, website, content and AI visibility all sit naturally inside communication.
TYPICAL FINDINGS
Tangible, specific, and usually uncomfortable.
“We discovered that the firm's public positioning reflected a business that no longer existed.”
“The founder was highly visible, but the wider leadership team was almost invisible.”
“Different partners described the firm's investment philosophy in different ways.”
“The website presented one narrative, while LinkedIn reinforced another.”
“Search results told a story that no longer reflected the firm's strategic priorities.”
WHO IT'S FOR
Family Office
Multi-Family Office
Independent Wealth Managers
Investment Boutiques
Private Investment Offices
Firms preparing for succession
Growing partnerships
Firms reviewing their market positioning
THE PROCESS
Six weeks, from first conversation to roadmap.
Discovery
Week 1-2
Interviews.
Collection of materials.
Analysis
Week 3-5
Communication.
Digital footprint.
Leadership.
Competitors.
Presentation
Week 6
Executive workshop.
Roadmap.