The wealth management industry was built on discretion. For decades, that was enough.
That is no longer the case.
I help family offices strategically regain control of their digital presence without compromising the discretion that defines them.
The industry was built on referrals and relationships. That model still matters. But a generation of digital-native inheritors is already searching online for advisors who share their values. If your firm isn’t visible at that moment, someone else will be.
“‘81%of heirs plan to leave their parents’ financial advisor within two years ofinheriting’”
$124 trillion is set to be transferred from baby boomers to the next generation by 2048. This is not a distant prediction. It is already happening.
The next generation of heirs is not a continuation of the previous one. They grew up in a digital environment. They assess credibility differently, form their own opinions, and expect clarity before committing.
She evaluates credibility differently, forms her own opinions, and seeks clarity before making any commitment. She no longer relies solely on recommendations. She researches, compares, and verifies information online.
And most importantly.
If your firm isn’t visible or easy to understand at that point, it’s ruled out before the conversation even begins.
Three Essential Pillars
Aligned Reputation
Your digital presence should reflect your institutional identity. I ensure that your online presence aligns with your positioning, your values, and your standards.
Generational Transition
The next generation won’t take relationships at face value. I tailor your communication to the way they assess credibility, make decisions, and choose their advisors.
Strategic Visibility
The goal isn’t to be more visible, but to be understood correctly by the right people. We determine where, how, and to what extent you should have an online presence without compromising the discretion that defines you.
Nicole Booth
I grew up in Monaco, where I realized early on that money is a tool—for independence, for making a difference, and for shaping the world. That belief has guided me through more than 15 years in finance, impact investing, and digital marketing, working with financial institutions and high-net-worth organizations across Europe and beyond.
I founded Rise Digital because I kept noticing the same gap: firms with genuine expertise, strong values, and long-standing relationships built on trust—yet they were nowhere to be found when it mattered most. I bring a dual expertise in finance and digital technology to every project, along with a deep understanding of the UHNWI market.
Over 15 years of experience in finance, impact investing, and digital marketing
Career in banking and asset management, London
5 years in microfinance and impact investing
Founder, Rise Digital
Board Member, PWN French Riviera
What our clients say
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![Victor Escoffier - Valor Alpha]()
“The proposed strategies were tailored to our needs and budget. Communication was smooth, and information-sharing tools made our collaboration easier.”
Victor Escoffier (Valor Alpha)
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![Nicolas Delorme NEOFA]()
“Nicole has extensive expertise in digital marketing, combined with a deep understanding of the financial industry. I highly recommend her.”
Nicolas Delorme (NEOFA)
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![Muriel Penoty]()
"Nicole is passionate about the world of digital marketing and an expert in the fields of luxury and finance."
Muriel Penoty (Relevance)
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![Claudia Schalkx bridge2more]()
“Digital marketing that targets affluent clients is a niche area of expertise, with very few agencies specializing in this field. Nicole offers the expertise and experience needed to meet the specific needs of clients seeking results.”
Claudia Schalkx (Bridge2more)
Do next-generation decision-makers understand the value of your firm?
If you run a family office or a wealth management firm and are wondering how your organization is perceived today—and by whom—let’s talk. Let’s start with a confidential discussion to see if we can be of assistance.
Confidential — no obligation.